Navigate the app and find your work

The app is organized around the active Space. From that Space, you can open Collections, Lists, Tasks, Docs, Dashboards, Goals, Chat, CRM, Automations, Reminders, Timesheets, Settings, Search, and Help.

Terms you may see:

• Space: The active Space context for members, permissions, and work.
• Collections: The browsable structure for folders, lists, docs, dashboards, goals, and whiteboards.
• Feature navigation: The main app areas for daily work, collaboration, reporting, and settings.
• Account menu: User-level actions such as profile, preferences, Help, and sign out.
• Help entry points: The header help icon and account Help action open in-app help.

Before you start

• You must have access to at least one Space.
• Some navigation items may be hidden by permissions, Space settings, screen size, or plan availability.

How app navigation works

1. Confirm the active Space in the app header.
2. Use primary navigation to open the product area you need.
3. Use Collections when you need to browse folders and work items.
4. Use Search or Command Center when you know what you want but do not know where it is.
5. Open Help when you need guidance for the current page or a process.

Expected outcome: You can move from Space-level context to the correct feature area without losing track of where work belongs.

Switch or confirm the active Space

1. Look at the Space name in the app header.
2. Open the Space switcher when you need a different Space.
3. Choose the Space that owns the work you want to view.
4. Confirm that Collections, Lists, Dashboards, and Settings update to the selected Space.

Open work from Collections

1. Open Collections from navigation.
2. Select a folder or item from the page.
3. Use the breadcrumb at the top to understand your current location.
4. Use the item more menu when you need actions such as rename, favorite, move, archive, or delete.
5. See Organize work with Collections for the complete Collections model.

Move between app areas

1. Use navigation to open the feature area you need.
2. Use Lists and Tasks for execution.
3. Use Docs and Whiteboards for context and planning.
4. Use Dashboards, My Work, and Summary for review and reporting.
5. Use Chat and CRM for collaboration and relationship context.
6. Use Settings for Space, account, member, role, template, tag, integration, archived, and deleted-item management.

Open Help from the app

1. Select the help icon in the app header, or open the account menu and choose Help.
2. Review suggested resources for the current page.
3. Search for a process, action, or product area.

Troubleshooting

You cannot find a page or feature

• Symptom: A navigation item or page is missing.
• Cause: You may be in the wrong Space, lack permission, be on a small screen, or the feature may not be enabled.
• Resolution:
  1. Confirm the active Space.
  2. Search for the feature name in Help.
  3. Check the mobile more menu or bottom navigation if you are on a small screen.
  4. Ask a Space owner or admin to confirm access.

Work appears to be missing

• Symptom: You expect to see a list, task, doc, dashboard, or record but cannot find it.
• Cause: You may be in a different Space, looking inside the wrong Collection, or filtering results.
• Resolution:
  1. Confirm the active Space.
  2. Use Search or Command Center.
  3. Check the relevant list view, filters, sort, and grouping.
  4. Ask the owner to confirm the item was not archived, deleted, or moved.

FAQ

Should I use Search or Command Center?

Use Search when you want to find existing work. Use Command Center when you want to search, switch scope, or quickly create supported items from one place.

Why do actions move on mobile?

Small screens cannot show every toolbar action at once. The app moves secondary actions into drawers, bottom navigation, or more menus so the primary work area stays usable.