# Workspace tour

> Where everything lives — navigation, dashboards, search and the views you will use daily.

> For the complete documentation index, see [llms.txt](https://helpdesk.orangescrum.com/llms.txt).

Source: https://helpdesk.orangescrum.com/guide/cloud/get-started/workspace-tour

---
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](https://helpdesk.orangescrum.com/guide/cloud/plans/feature-matrix) 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:

- **Tasks**: The list. Filter, sort, bulk-edit.

- **Board**: Kanban columns by status.

- **Gantt**: Timeline with dependencies and critical path.

- **Calendar**: Tasks by date.

- **Milestones**: Delivery points and what hangs off them.

- **Files**: 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:

- [Users and roles](https://helpdesk.orangescrum.com/guide/cloud/admin/users-and-roles): Invitations, roles, deactivation.

- [Security](https://helpdesk.orangescrum.com/guide/cloud/admin/security): Two-factor, SSO, session policy.

- [Teams and business units](https://helpdesk.orangescrum.com/guide/cloud/admin/teams-and-business-units): Organisational structure.

- [Subscription](https://helpdesk.orangescrum.com/guide/cloud/plans/manage-subscription): Plan, invoices, billing details.

- [Next: invite your team](https://helpdesk.orangescrum.com/guide/cloud/get-started/invite-your-team): Roles and a sensible starting structure.