Top bar
On a wider screen, the top bar has four main links:
- Overview – what's on today and how your month is going.
- Tasks – every task from every project in one place.
- Hours – how much you've worked and what isn't invoiced yet.
- Invoices – your list of invoices and creating a new one.
On the right you have the eye for hiding amounts (more in the article Screen sharing mode), search, the + button for quick creation, notifications and your profile. In your profile you'll also find Settings.
Menu in the top left
The icon with three lines opens a map of the whole app. It's split into three groups: Plan (Overview, Events, Ideas), Work (Tasks, Clients, Projects, Cloud) and Invoice (Hours, Invoices). Each item has a short description of what it's for. At the bottom there's a link to Keyboard shortcuts.
Overview
The Overview has the tabs Overview, Daily Overview, Stickers and Finances. Switch between them with a click or with the left and right arrow keys.
Inside a project
When you open a project, you land in its workspace. At the top you switch between projects, and the menu on the left holds its parts: Materials & quotes, Sections, Packages, Tasks, Statistics, Cloud, Stickers, Vault, Integrations and Settings.
On mobile
At the bottom there's the bar Overview · Tasks · + · Hours · Menu. Search, Frego and notifications are at the top.
Search
The F key opens search across clients, projects, tasks and tracked hours. Search is part of PRO.
TipYou'll find all the shortcuts in the article Keyboard shortcuts.