The Main Menu

In this article, you'll learn how to use the main menu in awork and navigate through the different areas of the application. You'll get to know the structure of the sidebar and how to quickly access all the important features.

Collapsing and Expanding the Sidebar

Minimize or expand the sidebar
To create more space for the main content, you can collapse or expand the left sidebar. Just click on the small button icon in the top right of the sidebar, right next to the awork logo. A tooltip with the text "Collapse/Expand" will show you the function.

Using the Main Navigation

The main menu contains all the important navigation elements to quickly switch between the different areas of awork and is divided into 3 sections:

• Personal Content (Home, Inbox, Calendar, Times, and Views)
• the Workspace Level (Projects, Docs, Planner, Customers, and Time Reports)
• Quick Access to Projects (Favorites, Shared Projects, My Projects)

Personal Content

1. Open Search
   Click on Search at the very top of the sidebar to open the search function. An overlay appears with a search field and quick access to frequently used actions like "New Project", "New Task", "New Time", and "New Customer".

2. Go to Home
   Click on Home in the sidebar to go to the home page. Here you'll find your dashboard.

3. Open Calendar
   Click on Calendar to switch to the calendar view. Here you'll see a week or day overview with your appointments and tasks in a time grid.

4. Go to Times
   Click on Times to go to the time tracking overview. In this view you'll find tabs like "Overview", "My Day", and "My Week", as well as a day calendar view for your tracked times.

5. Open Views
   Click on Views to switch to your saved task views. Here you can manage different filter views for your tasks and create new views.

The Workspace Level

7. Go to Projects
   Click on Projects in the workspace section to go to the project overview. Choose between list or timeline view.

8. Open Docs
   Here you can create documents, organize them in spaces, and share them with others.

9. Go to Planner
   Click on Planner to go to the resource planning view.

10. Manage Customers
    Click on Customers to switch to customer management. In this view you'll see an overview of all customers with tags, projects, industry, and location.

11. Open Time Reports
    Click on Time Reports to go to reports and analytics. Here you'll find instant reports like "Monthly Tracking Overview", "Tracked vs Planned", "Billability per User", or "Ready for Invoicing", as well as shared reports, and you can create new reports.

Quick Access to Projects

12. In the lower section of the sidebar you'll find the projects area. This is divided into Favorites, External Projects, and My Projects. You can access your projects through this section or directly via search. In your account settings you can adjust which sections are displayed in the menu.