Navigating the Site

Navigation Toolbar Accessing Your Personal Settings Easily Switch Between Projects & Stages Page Numbers and Items Per Page Easily Upload Plans and Create New Projects and Tasks Item Actions Icon Grid View & List View Flyout Menu Sort & Select Search & Filter Turn Categories On/Off Project Translations Back to Help

Navigation Toolbar

Use the toolbar on the left to navigate around website, to access, and manage your projects:

1. Project List
2. Project Settings
3. Plans
4. Tasks
5. Companies & Users

Use the icon next to the toolbar to show or hide the submenu.

Click on the question mark icon in the lower left corner to access Help Centre.


Accessing Your Personal Settings

Click on the icon in the upper right corner to manage your personal settings, and to log out of the site.

Choose between different sections in the navigation menu on the left.

In Personal Settings page you can:

- manage your personal details

- see your notifications

Click on the bell icon in the upper right corner to easily access this page and see your notifications.

Easily Switch Between Projects & Stages

Clicking on the project name in the upper left corner allows you to switch between projects from the dropdown menu while working with any of the following sections: Project Settings, Plans, and Tasks.

Clicking on the stage name in the upper left corner allows you to switch between project stages from the dropdown menu while working with any of the following sections: Project Settings, Plans, and Tasks.

Page Numbers and Items Per Page

In the page control bar on the bottom of the page you can view and sort your data by pages.

In the left corner of the bar you can view and choose current page.
In the middle of the bar you can turn pages.
In the right corner of the bar you can view and edit number of items per page.

Easily Upload Plans and Create New Projects and Tasks

In the upper right corner, when applicable, you can find the plus (+) sign to easily complete various actions such as create new projects and tasks, and upload plans.


Item Actions Icon

Click on unique item actions (…) icon to access more options and complete various actions such as plan publishing and deliveries, export, delete etc.


Grid View & List View

Grid view displays your items as thumbnail icons. 

Once in a list view you can see additional project and plan information and sort your data by clicking on prefered title. Clicking on an item opens the flyout menu with additional settings or opens the item in the main window.

Flyout Menu

By clicking on an item a flyout menu will appear on the right side of the screen where you can edit item information and perform specific actions, depending on the submenu section/module you are in.

Sort & Select

You can sort your projects, plans, tasks and user lists in ascending or descending order by clicking on the prefered title.

Click on the Select Columns icon in the upper right corner and turn selected columns on/off to be shown in your list view.

Search & Filter

You can search your projects and plans by keyword or part of a word. Click on the magnifier icon in the top right corner to enter necessary data.

You can filter your data by various criteria. Click on the funnel icon in the top right corner to select one or more tags from the dropdown menu.

Turn Categories On/Off


You can turn categories in the submenu on and off by clicking on the mark next to the category.

By clicking on All… you can turn them all on or off.


Project Translations

You can enter project translations for users who use another application language by clicking on the icon next to the title.

When users change their language in Personal Settings they will see your translations. If there are no translations they will see the original text.