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Navigate your project workspace

Use the main application frame to switch between projects, access key sections like Dashboard, Calendar, Workspace, Agents, Reports, and Settings, and open contextual help and onboarding tools.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the application and sign in​

Open the web application in your browser and sign in using your organisation credentials via the Clerk sign-in screen; once authenticated, you will be redirected into the main application frame.

Open the application and sign in

Step 2: Switch between organisations​

Use the organisation switcher in the top navigation to change to a different organisation; once selected, the workspace reloads to show data and projects for the chosen organisation.

Switch between organisations

Step 3: Select a project​

Open the project selector and choose the project you want to work on; the main content area updates to show the dashboard and tools for that specific project.

Select a project

Step 4: Explore the dashboard​

Click the Dashboard icon or link in the sidebar to view high-level information for the selected project, including widgets and panels provided by the FeatureFlaggedDashboard.

Explore the dashboard

Step 5: View and manage project data​

Navigate to the Project Data section from the sidebar to review structured project information and data panels provided by the ProjectDataSection.

View and manage project data

Step 6: Work with agents and automations​

Open the Agents section from the sidebar to view and manage AI agents or automated workflows associated with your current project.

Work with agents and automations

Step 7: Review your project calendar​

Select Calendar in the sidebar to open CalendarView, where you can browse project-related events, deadlines, and scheduled activities over time.

Review your project calendar

Step 8: Manage workspace items​

Go to the Workspace section to browse, open details for individual items, or edit items using the WorkspaceItemDetail and WorkspaceItemEdit views.

Manage workspace items

Step 9: Track activity and notifications​

Open the Activity Log to review recent actions and security activity, and use the Notifications section to read and manage alerts related to your projects.

Track activity and notifications

Step 10: Run and view reports and forms​

Use the Reports and Forms sections from the sidebar to access reporting dashboards and manage project-related forms, including any shared public links.

Run and view reports and forms

Step 11: Update profile and organisation settings​

Open the Settings section to adjust organisation-level configuration, manage licences, and update your personal profile via the provided settings panels.

Update profile and organisation settings

Open the help panel, onboarding checklist, or sidebar guide to get contextual guidance, and use the search modal to quickly find projects, items, or pages within the app.

Use help, onboarding, and search

Step 13: Sign out when finished​

Use the avatar dropdown or sign-out control in the top navigation to securely log out of the application when you have finished your work.

Sign out when finished

Last updated: 2026-01-14