Navigating your workspace

Your workspace has four main areas you'll interact with every day: the main menu, the page header and toolbar, the productivity bar, and spotlight search.

Bulk actions

When you select multiple items on a page, a footer bar appears at the bottom of the screen with actions you can apply to all selected items at once.

Notes

Notes are a personal scratch pad built into your workspace. You can jot down ideas, meeting notes, checklists, or anything you need to remember, without...

Notifications

Notifications tell you when something changes in your workspace. A task gets completed, an invoice is paid, a client signs a proposal, Plutio sends an alert ...

Page header and toolbar

Every page in your workspace has a page header at the top and, on pages that show items (projects, tasks, invoices, contacts, etc.), a toolbar below it.

Understanding the main menu

The main menu is the vertical navigation panel in your workspace. It is how you move between features and jump into projects.

Using the productivity bar

The productivity bar is the vertical strip on the right side of your screen. It gives you quick access to creation tools, timers, AI, notifications, your...