Navigation and tabs
The sidebar is grouped, and screens that overlap are tabs on one page. Each sidebar link opens a page with its tabs along the top. Every old address still works.
What you can do
The sidebar groups, in the default order. A person sees only the groups and tabs their role allows. See Roles and permissions.
| Group | Tabs |
|---|---|
| Dashboard | Me, Delivery, Finance, Ops. See Dashboard |
| My Stuff | Today, Tasks, Activity, Agent actions |
| Projects | The project list |
| Support | Tickets, Agreements. See Support |
| CRM | Leads, Companies, Contacts |
| Marketing | Calendar, Analytics, SEO, Social, Ads, Content, SaaS console |
| Docs | The folder tree and list, with an Inbox entry and an Agent notes folder. Canvases are listed here. See Docs |
| Schedule | The schedule |
| Time | All time, Over budget, Completed tasks, Client report |
| Finance | Cashflow, Revenue, Running costs, Insights, AI costs |
| Management | Team, Capacity, Audit |
| Settings | You and Workspace, below |
| Ops & admin | Health, Agents, Access, Instance, Email. See Ops and estate screens |
Tabs inside a group:
- Finance > AI costs has its own tabs: Usage, Inference cost, Client costs, Builds, Jobs.
- Management > Capacity holds Capacity model and Work streams. Audit holds Audit trail and AI outcomes.
- Settings > You: My AI and Connections. Connections holds API tokens, Connect your agent, Connected accounts and Integrations.
- Settings > Workspace: Company (Details and branding, Work week), People and sign-in, Plan, and Labels and priorities (Labels, Task priorities).
- Ops & admin > Agents holds Agent runs, Agent Sessions and Bots. Access holds Roles, Delegations and View as. Instance holds Plugins, AI, Docs publishing, Imports, Collector tokens and Screens. Email holds Templates and Sent mail.
How to
- Press a group in the sidebar. The page opens on its first tab.
- Press another tab above the page to move within the group.
- To reorder or hide groups, use Customise nav in the user menu. See Account.
Limits
- Canvases are no longer listed in My Stuff. They are in Docs.
- Management no longer holds Over budget, Completed tasks or the Client report. They are tabs of Time.
- Support access is no longer in Settings > Workspace. It is part of View as.
- A group with no tab the person may use is not shown.
- Task priorities has no sidebar link of its own; it is a tab of Settings > Workspace > Labels and priorities.
- Plugins can add tabs to a group when they are switched on for the workspace.