For AI agents: a documentation index is available at /llms.txt. A markdown version of this page is available at /guide/cloud/get-started/workspace-tour.md.
Workspace tour
Where everything lives — navigation, dashboards, search and the views you will use daily.
A quick orientation so the rest of these guides make sense.
#The sidebar
Your main navigation. What appears depends on your plan and your role — a feature not in your tier simply is not shown, which is why your sidebar may be shorter than a colleague's.
| Item | What it is |
|---|---|
| Dashboard | Your cross-project overview |
| Projects | Every project you are a member of |
| Tasks / My Work | Everything assigned to you, across projects |
| Scrum / Backlog | Agile views — Pro and Premium |
| Time Log | Timer, entries and timesheets — Pro and Premium |
| Resources | Allocation and availability — Premium |
| Reports | Dashboards and analytics — Premium |
| Users | People and roles — admins |
| Settings | Workspace configuration — admins |
Missing something?
If a menu item you expect is absent, check your plan first, then your role. Admins can also enable or disable features per company.
#My Work
The page most people live in: everything assigned to you across every project, filterable by status, priority and due date.
Tip
Start here rather than on the dashboard. The dashboard tells you how things are going; My Work tells you what to do next.
#Projects
Each project opens to its own set of views:
The list. Filter, sort, bulk-edit.
Kanban columns by status.
Timeline with dependencies and critical path.
Tasks by date.
Delivery points and what hangs off them.
Everything attached to this project's tasks.
#The task detail
Where the actual work happens. One task carries its description, assignee, dates, estimate, subtasks, checklists, labels, comments, attachments, logged time and full activity history.
The activity trail is the part people underuse — it answers "why is this like this?" long after everyone has forgotten.
#Search
Global search spans projects, tasks and documents. Two habits make it far more useful:
- Search by task reference (
WR-142) when you know it — it goes straight there. - Save the filters you rebuild every morning rather than reconstructing them.
#Notifications
In-app and email. You are notified when you are assigned something, mentioned
with @, or watching a task.
Tune these early
Default notification settings on a busy workspace produce enough email that people stop reading it — including the messages that mattered. Set your preferences in the first week.
#Real-time updates
Boards and task pages update live. If a colleague moves a card, you see it move without refreshing — which matters most during standups and planning sessions where several people are editing at once.
#Admin areas
For workspace admins:
Invitations, roles, deactivation.
🔐SecurityTwo-factor, SSO, session policy.
🏢Teams and business unitsOrganisational structure.
💳SubscriptionPlan, invoices, billing details.
Roles and a sensible starting structure.