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Customising your main menu

The main menu is the navigation panel in your workspace. You can reorder items, remove items, add links, dividers, dashboards, and set a landing page. Each change applies per role, so different roles see different menus.

How to reorder menu items

1. Go to Settings and open the Main menu section.
2. Select the role you want to edit the menu for. Each role has its own menu layout.
3. Drag any menu item to a new position. The order you set here is the order every user with that role will see.
4. Place the most-used features near the top to keep navigation focused for your team.

How to add items

1. Go to Settings > Main menu and select the role.
2. Open the Add a menu item dropdown at the top. The dropdown lists:

• Link, a custom external URL. After adding, enter a label and URL. Tools like Google Drive, Notion, or any web application can be accessed directly from the main menu.
• Divider, a visual separator between groups of items.
• Pinned items, a section that shows items you've pinned for quick access.
• Built-in pages, any default page not already in the menu (Projects, Tasks, Financials, etc.).
• Dashboards, any dashboard you've created in the workspace.

Drag any added item to the position you want. All items follow the same drag-to-reorder rules.

Changes apply to the whole workspace for each role. Every user assigned to a given role sees the same menu layout.