Overview
The Office App and Sales App now share one navigation design: a black header across the top, a left sidebar that expands to show labels or collapses to icons, and a New button that lets you create a project, client or call from any page. On a phone, the sidebar becomes a tab bar along the bottom of the screen.
Every page keeps its own content and links. Only the frame around it has changed.
Office App: Sidebar and Header
- Click the menu icon at the top left of the header to switch the sidebar between icons only and icons with labels. The app remembers your choice.
- The header still holds Search, notifications, help, Settings and your user menu.
- Multi-branch companies switch branches by clicking the company name in the header.
Office App: New Project Button
The New Project button at the top of the sidebar opens a menu of quick actions, so you can create a project or client from any page. When the sidebar is collapsed (and on mobile), it appears as a blue +. The actions are:
- Ask Autopilot: admins and managers at companies with Autopilot
- New Move Project
- New Storage Project: only if storage is turned on
- New Client
- New Training Project: admins and managers
Office App on a Phone
- The sidebar becomes a tab bar along the bottom. Scroll it sideways to reach every page; it shows the same unread counts as desktop. Two names are shortened: Conversations reads Convos and Accounting reads Acct.
- The + at the left end of the tab bar opens the New sheet with the same actions as desktop.
- Users with settings access also see the Settings gear in the mobile header.
The menu icon at the right of the mobile header now opens account actions instead of a list of pages:
- Support: Ask a question, Chat with a product expert, Submit a ticket, and Status and outages
- Account Settings
- Sign Out (asks for confirmation)
Sales App
- The Sales App header and sidebar now match the Office App. The sidebar lists Calls, Sales and Analytics (Analytics for admins), and expands or collapses from the menu icon.
- The New Project button has one action, New Call, which opens the outgoing call drawer. If outbound calling isn't turned on for your company, New Call is greyed out.
- On a phone, the + is pinned at the left of the tab bar (it used to sit in the middle), and Account Settings moved from a header icon into the menu.
FAQ
A button or page I use is gone. Where is it?
Pages haven't been removed. Expand the sidebar from the menu icon at the top left to see every page with its label. On mobile, scroll the bottom tab bar sideways.
Where did the page list on mobile go?
Pages are now in the bottom tab bar. The header menu holds Support, Account Settings and Sign Out.
My coworker has the new navigation and I don't.
The new navigation is turned on per company. If you're in the same company and see different layouts, contact our Product Experts.
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