Help Center / Navigating your workspace /
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. Together they give you navigation, page actions, search, filtering, and view controls.
Page header
The page header is the top section of every page. It contains:
- Breadcrumbs - show where you are in the workspace (e.g., Projects > My project > Tasks). Click any breadcrumb to navigate back.
- Page colour - a subtle colour accent at the top that matches the item's colour (if one is set).
- Members and clients - on project and item pages, you'll see avatars of the people involved.
- Action buttons - page-specific actions like Send, Share, Pin, or a dropdown with more options.
- Tabs - on pages with multiple sections (like a project page), a row of tabs below the header lets you switch between them (e.g., Overview, Tasks, Files, Conversations).
Toolbar
On pages like Projects, Tasks, Invoices, Contacts, Proposals, Contracts, Files, Forms, and Time entries, a toolbar appears below the page header. It contains the following controls, from left to right:
- Search - a text field to search items on the current page by name or keyword.
- View switcher - a dropdown to switch between available views (Table, List, Cards, Kanban, Timeline, Calendar). The views available depend on the page; not every page has every view.
- View editor - a button (visible in Table, List, Cards, and Kanban views) that opens a panel where you choose which columns or fields are visible. You can save the view configuration as a default for yourself or for a specific role.
- Filters - opens a filter panel where you can filter items by status, assignee, date, custom fields, and more.
- Grouping - a dropdown to group items by a field (e.g., status, assignee, project).
- Ordering - a dropdown to choose the sort field and direction (ascending or descending).
- Show archived - a toggle to include or exclude archived items from the list.
- Import/export - a button that opens import and export options for the current page (CSV import, CSV export, PDF export, depending on the page).
Some pages include extra controls: the Tasks page has a Show project tasks toggle that controls whether tasks inside projects appear in the cross-workspace view.
Stats bar
Below the toolbar on many pages, a stats bar shows aggregate numbers for the items on the current page. For example, the Invoices page shows totals by status (draft, sent, viewed, paid, overdue). Clicking a stat filters the list to that subset. If you work with multiple currencies, a currency switcher appears in the stats bar.
Views
The view switcher in the toolbar lets you choose how items are displayed:
| View | What it shows |
|---|---|
| Table | Rows and columns, like a spreadsheet. Good for scanning data and editing fields inline. |
| List | A compact, simplified list. Shows fewer details than Table but takes up less space. |
| Cards | Items as cards in a grid. Good for visual scanning, especially with cover images. |
| Kanban | Cards arranged in columns by status or another grouping field. Drag cards between columns to change their value. |
| Timeline | A horizontal timeline showing items by their start and end dates. Useful for planning and scheduling. |
| Calendar | Items displayed on a monthly, weekly, or daily calendar grid. |
Not every page supports every view. For example, Kanban is available on task boards but not on cross-workspace filter views like "All tasks." Each entity section in this wiki lists the views available for that page.
Setting default views per role
When you configure a view, choose visible columns, or apply filters, you can save that configuration as the default for a specific role. This means when someone with that role visits the page for the first time, they see the view you configured. They can still change it for themselves afterwards.
