Navigating the Sidebar Menu

There are 8 quick links along the far left of your sidebar: Create, My Tasks, Projects, Boards, Portfolio, Discussions, Time Sheet, and Reports. 

Let’s take a closer look at each one.

The search bar allows you to easily find projects, boards, groups, and tasks in your account. 

Create

This quick link allows you to quickly reach the project creation page to create a new project. This option will only be available if you have Account Permission is set to Manager.

My Tasks

This quick link allows you to easily see all tasks assigned to you. This page allows you to see your assigned tasks that are Past due, In progress, Upcoming, and Unscheduled. You can also view this page in the Calendar, List, and Gantt views.

Projects

This quick link easily allows you to see all the projects you have been invited to or created.

Boards

This quick link allows you to easily see all your Custom Boards that you have created or been invited to. Custom Boards is only available on select plans. 

Portfolio

This quick link takes you to the Portfolio view where you can organize your projects into folders. Portfolio is only available on select plans. 

Discussions

This quick link makes staying on top of project communication a snap.  If you see a little green dot next to Discussions, that means you’ve got an unread discussion to catch up on.

Time Sheet

This quick link gives you a list of your assigned tasks for the week, making it easy to track the time you spend working on each task.

Reports

All the report-y things live together on a single Reports page you can get to quickly by clicking the Reports icon. 

How do I collapse or expand the sidebar?

In your profile settings, you can easily choose to manually collapse or expand the sidebar or have the sidebar expand when hovering. 

How do I edit the sidebar? 

You can edit what shows in the sidebar by going to your profile settings.