Navigate the main application workspace
Use the main application frame to switch between projects, open key sections, and access help, notifications, and profile options.
This guide is designed for project manager.
Steps
Step 1: Open the main workspace
Sign in to the application to load the main workspace layout, including the sidebar navigation, top bar, and central content area.
Step 2: Switch organisation
Use the organisation switcher in the header to change between organisations you have access to; the workspace will refresh to show the selected organisation's data.
Step 3: Change or create a project
Open the project selector to switch between existing projects, start a new project, or load a sample project so the workspace reflects the selected project's information.
Step 4: Browse key project sections
Use the sidebar to open sections such as Dashboard, Tasks, Workspace, Calendar, Programme, Registers, Reports, Forms, Events, Automations, RAMS, and Packages, each loading in the main content area.
Step 5: View notifications
Open the notifications area from the header to review alerts and updates related to your projects and activities.
Step 6: Use search and keyboard shortcuts
Open the search modal from the header or via keyboard shortcuts to quickly find projects, documents, tasks, or other items across the workspace.
Step 7: Access help and guidance
Open the help panel from the interface to view contextual guidance, tips, and support content relevant to the page you are working on.
Step 8: Manage profile and sign out
Use the avatar dropdown in the header to manage your profile settings and securely sign out of the application when you are finished.
Last updated: 2026-07-23