Getting startedStep-by-step guide
Find tools and navigate the workspace
Use desktop navigation, mobile menus and the overview without losing your place.
Any workspace member; available sections depend on permissions.
Here’s how to do it
Open a workspace and use Overview to see planning activity, upcoming work and shortcuts.
On desktop, select a section from the left menu. Use its chevron control to collapse the menu to icons or expand it again.
On mobile, use Home, Content, Inbox and AI Studio in the bottom menu. Open More for the remaining sections available to you.
Use the blue workspace header to open Client view or Settings when available.
Use Help & guides from the menu to open these instructions in a separate tab.
What happens next
You can reach the tools your role permits and keep the workspace open while reading help.
Good to know
Switching sections preserves visited panels. Save edits before leaving the website or refreshing the browser.