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Help Center / Getting started /

Navigating the dashboard

The dashboard layout splits into three areas: the main menu for navigation, a main content area, and the productivity bar for quick actions.

The main menu

The main menu is the navigation panel in your workspace. Each item links to a core feature: Projects, Tasks, Inbox, Contacts, Proposals, Financials, Contracts, Calendar, Schedulers, Timesheets, Forms, Files, Wiki, and Automations. Clicking an item loads that section in the main content area.

The main menu can be collapsed to give more room to the content area, and expanded again when needed.

Spotlight search

Spotlight search is accessed from the productivity bar on the right side of your screen, or by pressing Cmd+K (Mac) or Ctrl+K (Windows). Typing a keyword returns matching projects, tasks, invoices, contacts, proposals, contracts, and conversations, grouped by category so the right result is easy to spot.

The search overlay opens from anywhere in the workspace without navigating away from the current page.

Quick-add button

The quick-add button sits in the productivity bar and opens a menu for creating new items from anywhere in the workspace. Projects, tasks, invoices, proposals, contracts, contacts, and conversations can all be created without leaving the current page.

Notifications and workspace switcher

The notification bell in the productivity bar shows activity across your workspace: task assignments, invoice payments, form submissions, conversation replies, and other updates. Each notification links directly to the relevant item.

The workspace switcher in the main menu lets accounts that belong to multiple workspaces move between them without logging out and back in.

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More on getting started

What is Plutio and how everything connects

Plutio is a single workspace where projects, tasks, proposals, contracts, invoices, time tracking, scheduling, forms, conversations, files, a wiki, and an...

Creating your workspace

Every Plutio workspace is a self-contained environment with its own data, team, and clients. Nothing is shared between workspaces, so each one operates...

Customising your main menu

The main menu is the navigation panel in your workspace. You can reorder items, remove items, add links, dividers, dashboards, and set a landing page.

Setting up your workspace

This page walks you through every step you should take after signing up, in the recommended order. Each step is brief and links to its dedicated page for...

Inviting your team

Team members are people with user accounts who can log in to your workspace. Each team member uses one seat on your subscription.

Inviting clients

Clients are people who get limited portal access to your workspace. They don't need a Plutio subscription, and they'll only see the projects and entities...