Dashboard
The dashboard is your general page where you can see all reports available to you.
Navigation
On desktops, your navigation is located on the left-hand side of the screen. Clicking the arrow at the top will either expand or collapse the menu.
Clicking your profile picture will open the User Menu, select actions related to you (and your team).
The bell icon will open your recent activity.
Finally, you have the main navigation of modules active, explained below.
Search
You can find a search field on the dashboard to any item (in enabled in Settings) here.
Searching here will show all records available if the related module is active. Any app that has been disabled, or restricted to access will not show any results.
Modules
Modules are the bulk of where any user is interacting within the app. Modules will show in the left menu if enabled in Workspace Settings > Apps.
Apps that will show here are:
- Clients
- Proposals (coming soon)
- Contracts (coming soon)
- Projects
- Tasks
- Invoices
- Tickets
- Submissions (Form Builder)