Navigating the Dashboard

A quick tour of the sidebar, pages, and how to find things fast.

Sidebar overview

The left sidebar gives you quick access to Dashboard (home), Projects, Portfolio, Board, Pipeline, Clients, Emails, and Schedule. Click your avatar at the bottom for settings.

Dashboard home

The home page shows an overview of recent projects, upcoming schedule items, and quick stats like total clients and active projects.

Keyboard shortcuts

Press Cmd/Ctrl + K to open the command palette and jump to any page, project, or client instantly.