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The sidebar provides a comprehensive navigation experience within your workspace, allowing you to access essential features and information quickly. At the top of the sidebar, next to your workspace name and Settings, the search icon opens workspace-wide search. You can also press ⌘ K (Mac) or Ctrl+K (Windows and Linux). Search covers tasks, projects, customers, finance records, attachments, settings, and more, depending on your access.

Workspace search

Use the shortcut or sidebar icon to find anything in your workspace quickly.

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Profile Tab

The Workspace Profile offers insights about your workspace, including your user profile and settings. Here, you can manage your account details, preferences and switch to a different workspace.

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Add Task Button

The + Add button enables you to quickly create new tasks, streamlining your workflow and ensuring that you can stay organized and productive.

Create Tasks

Easily create new tasks to manage your workload.

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My Tasks

The My Tasks section displays all tasks assigned to you, allowing you to manage your workload effectively. This curated view helps you prioritize and track your tasks efficiently.

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Log

The Log section provides a history of your activities within the workspace, allowing you to review changes, updates, and interactions over time.

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Workspace Section

The Workspace Section includes the following key components:
  • Overview: A summary of your workspace’s current status and key metrics.
  • Dashboards: Custom dashboards you build from workspace metrics, with charts you arrange and share.
  • Projects: Access to all projects within the workspace, enabling you to manage and track progress.
  • Teams: A dedicated area for managing teams, facilitating collaboration and communication.
  • Customers: Information about your customers, helping you maintain relationships and track interactions.
  • Members: A list of all members in the workspace, allowing you to manage roles and permissions.
  • Finance: Insights into the financial aspects of your projects and workspace, helping you monitor budgets and expenses.

Dashboards

Build custom dashboards from workspace metrics and share them with your team.

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Teams Section

The Teams Section displays all the teams within your workspace. Expanding a team in the sidebar gives you:
  • Home: Team overview — name, members, description, labels, and properties
  • Tasks: A view of all tasks assigned to the team, promoting collaboration and accountability
  • Projects: Access to projects specific to the team, ensuring that all members are aligned on goals and deliverables
When you open a team, the header also includes an Allocations tab for capacity planning scoped to that team’s members.

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User Profile Tab

The User Profile Tab allows you to view and edit your personal information, manage your settings, and customize your experience within the workspace.