Areas of the navigation bar

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In the navigation bar you can choose between the following sections:

  • Overview: Summary of contents at a glance – see chapter Manage objects
  • Details: Detailed view of the object. Depending on the object type (workspace, campaign, project, or action), different contents are displayed here – see chapter Marketing objects (structure)
  • Plan: A clear presentation of objects in calendar view. To-dos, as well as budget and costs, can be integrated into the plan. There are different views (year, month, week, day) and various filter options – see chapter Marketing plan
  • Lists: The display of sub-objects in a list
  • Grid: Fast, simple collaboration across all contexts - see chapter Grid feature
  • To-dos: To-dos stored on this object are displayed here. The list is sortable and filterable – see chapter To-dos
  • Assets: Assets stored on this object are displayed here. The list is sortable and filterable – see chapter Assets
  • Costs: management and allocation of budget & costs– see chapter Budget & costs
  • HR: Coordinate and monitor your human ressources
  • Cockpit: Coordinate and monitor individually selected objects – see chapter 11 Cockpit
  • Dashboard: Visualization of relevant key figures – see chapter Dashboard
  • Team: Team members assigned to a specific object are displayed here. New users/team members can be added here and roles and rights can be assigned – see chapter Teams and user rights (administrators & moderators)
  • Reports: Selection of several reports – see chapter Reports