Getting started

How to use the side menu

The side menu features your profile card at the top, items organized in groups, the PRO invite at the bottom for free accounts and the red Logout button.

For managers and team members7 steps
  1. Step 1: Open the menu

    On a phone, tap the menu icon (three lines) in the top-left corner of the dashboard. The menu slides over the screen; tap outside it to close it. On wide screens, like a computer, the menu stays open on the left side.

    App screen for step 1: Open the menu
  2. Step 2: Your profile card

    At the top of the menu is your profile card with your photo (with a gold ring on PRO or silver on the free plan), your name and your plan badge: PRO member or Free member. Tap the card to open Profile, where you'll find appearance, notifications, language and your account details: How to open and use your profile

    App screen for step 2: Your profile card
  3. Step 3: First group: projects, tools and help

    The menu items are arranged in groups. The first group contains:

    • My Projects: goes back to your project list on the dashboard.
    • Tools: opens Quick Tools, with calculators, issues and reminders: Quick tools: what each shortcut does
    • Help Centre: opens the dashboard's Help tab, with help and support.
    App screen for step 3: First group: projects, tools and help
  4. Step 4: Second group: team, inventory and app info

    The second group contains:

    App screen for step 4: Second group: team, inventory and app info
  5. Step 5: On a computer

    In the fixed menu on wide screens, both groups appear in the same order on the left side. My Projects shows only the project list, while Tools shows the project list with Quick Tools below it (and is the screen you land on when you sign in).

  6. Step 6: Unlock PRO

    At the bottom of the menu, if you're on the free plan, you'll see the Unlock PRO card (Unlimited projects and reports.) with a View Plans button, which opens the plans screen. PRO accounts don't see this card. Free vs PRO: what changes

    App screen for step 6: Unlock PRO
  7. Step 7: Log out

    The last item at the bottom is Logout, in red, which ends your session and takes you back to the login screen. Without internet, the app won't let you log out and shows No Connection: How to log out (and why you can't do it offline)

    App screen for step 7: Log out

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