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Menu Items

The Top Navigation bar contains your most used items for easy reach.

Tip: First click opens a dropdown. After that, hover to open any dropdown. Click again to close. Use Cmd/Ctrl-click on a dropdown item to open it in a new tab.

Home button

Appears first in the Top Nav (before Inbox) and takes you straight back to your main dashboard.

Inbox

Inbox dropdown

Gives you access to:

  • Messages – notifications assigned to you
  • My Tasks – your task list in Task Explorer
  • Reviews & Proofing -document reviews
  • New Projects– Project Approvals
  • Project Amendments-Finance Amendments
  • Finance Documents-document approvals
  • Timesheet Amendments-Approve User Timesheets
  • Brand Approvals-New Brand Requests

Projects

Lets you jump quickly to:

  • Favourites– your pinned projects
  • Recently Accessed– last projects you opened, most recent at the top
  • View All Projects– takes you to your Project list

Starred items

Starred menu dropdown

Shows your last 10 starred items with quick links. Use View all Starred Items to open the full list.

Timesheets

All time tracking in one place:

  • Amendments & reporting (where enabled)
  • My Timesheets
  • Request PTO
  • Approve Timesheets (for managers)

Apps

Organised into:

Explore — Task Explorer, Reviews, Dashboards, Reports, Asset Libraries
Collaborate — Resource Scheduler, SOW Planner
Admin — Manage users, Brands, Offices, Products, Portal Manager