Navigate the project workspace and main navigation
Use the main application frame to switch between projects, open key sections like Dashboard, Tasks, Calendar and Forms, and access your profile and organisation settings.
This guide is designed for project manager.
Steps
Step 1: Open the project selector
From the top navigation bar, open the project selector to view your current project and switch to another project or sample project.
Step 2: Switch to another project
In the project selector, choose a different project from the list to load its workspace, data and navigation shortcuts.
Step 3: Try a sample project
If available, select the sample project option to explore the application using pre-populated example data without affecting live projects.
Step 4: Navigate between main sections
Use the left-hand navigation to move between Dashboard, Tasks, Calendar, Workspace, Reports, Forms, Notifications and other sections relevant to your current project.
Step 5: Open the help panel
Select the help icon in the frame to open the help panel, where you can view guidance, shortcuts and context-aware assistance for the current page.
Step 6: Manage your profile and organisation
Open the avatar menu to access profile settings, organisation switching, onboarding options and to sign out when you have finished.
Last updated: 2026-07-11