Dashboard Layout
Navigation Sidebar
On the left side, you'll find the main navigation menu:
Dashboard - Return to this overview page
Projects - View and manage all projects
Documents - Access your document library
Activities - Track meetings, emails, and notes
Issues - View and manage issues
Reports - Access analytics and exports
Planning - Program planner, blueprints, and playbooks
Organizations - Manage client organizations
Contacts - Your contact directory
Settings - Account and system settings
Main Content Area
The center of the dashboard displays:
Key Metrics - Important numbers like active projects, open tasks, and pending issues
Recent Activity - Latest updates across your projects
Quick Actions - Shortcuts to common tasks
Upcoming Deadlines - Tasks and milestones due soon
Personalizing Your View
Rearranging Navigation
You can customize the order of navigation items:
Go to Settings > Preferences
Drag and drop menu items to reorder
Your preferences are saved automatically
Dashboard Widgets
Some dashboard sections can be customized:
Collapse sections you don't need
Expand sections to see more details
Some sections may be filtered based on your role
Quick Actions
From the dashboard, you can quickly:
Create a new project - Click the "+" button or "New Project"
Add a task - Start typing in the quick task input
Upload a document - Drag and drop files
Log an activity - Record meetings or notes
Searching
Use the search bar at the top to find:
Projects by name
Contacts by name or email
Documents by title
Tasks by description
Search results are organized by category for easy navigation.
Notifications
The notification icon shows alerts for:
Tasks assigned to you
Mentions in comments
Project updates
Upcoming deadlines
Click the bell icon to view your notification history.
Getting Help
Look for the ? icon for context-sensitive help
Access the Help Center from the user menu
Contact support through the Settings page