Navigation basics

Overview

Navigation basics covers moving between the authenticated workspace destinations. Use it when you need to leave one work area and open another without changing the work in either area.

Before you start

Prerequisites

• You are signed in to the application.
• If you are using a small viewport, you have access to the mobile menu.
• If you need the platform administration destination, you have platform administrator access.

The available navigation depends on your access and display size. On a small viewport, the sidebar is replaced by Menu. The Platform section appears only for a platform administrator.

Steps

1. Check whether the navigation is displayed as a sidebar or behind Menu.
2. If you need platform administration, check whether Organizations is available.

Result: You know which navigation controls are available before selecting a destination.

Find a destination

Navigation groups destinations by the work area they open. Use the question you are answering to choose the destination rather than searching by route text.

Prerequisites

• You know which work area you need to open.

Steps

1. In the navigation, locate the destination that matches your work.

   If you need to…	Select
   Open the workspace home	Dashboard
   Work with projects	Projects
   Work with documents	Documents
   Review operational work	Operations
   Review measurements	Analytics
   Review images	Screenshots
   Review narrated walkthroughs	Videos
   Review recorded walkthrough steps	Captured Flows
   Work with support conversations	Support Agent
   Work from the support inbox	Desk
   Review reported problems	Issues
   Manage organization information	Organization
   Manage workspace appearance	Branding
   Manage connected services	Integrations
   Manage the subscription	Billing
   Manage organizations as a platform administrator	Organizations

2. Check the destination description associated with your selection when you need to distinguish between similar work areas.

   Select	Opens
   Dashboard	Workspace home
   Projects	Project workspace
   Documents	Document workspace
   Operations	Operational work
   Analytics	Measurements and reports
   Screenshots	Screenshot gallery
   Videos	Video walkthroughs
   Captured Flows	Recorded walkthrough steps
   Support Agent	Support conversations
   Desk	Support inbox
   Issues	Reported problems
   Organization	Organization information
   Branding	Workspace appearance
   Integrations	Connected services
   Billing	Subscription management
   Organizations	Platform administration

Result: You have identified the destination and what it opens.

Understand the navigation screen

The navigation screen is the set of work-area links around the workspace surface. The desktop sidebar contains navigation sections, and its links use the destination labels shown in the tables above.

The active destination follows your current location. Dashboard is active only on the workspace home. When you work deeper in a destination, that destination remains active.

On the workspace home, the visible workspace grid uses Project, Docs, Categories, and Updated as its column headers.

The workspace home rendered 13 buttons and four grid columns. Its stable product controls included Search⌘K, Sign out, Get Started →, GitLab, Bitbucket, and Create without a repository. Its icon controls included Switch to dark mode and Notifications.

The mobile navigation uses the same destination list in a drawer. Select Menu to open the drawer, then select Close sidebar to close it.

Move between destinations

Use this procedure when you need to change work areas from the application navigation.

Prerequisites

• You are signed in.
• You know the destination you want to open.

Steps

1. In the navigation, select Projects, or select another destination control from the destination table.
2. Check the workspace heading against the destination you selected.
3. Select another destination when you need to change work areas.

Result: The selected destination is open, and the navigation identifies the current work area from the route.

Use conditional navigation

Some navigation choices depend on how you access the application or on your platform permissions.

Prerequisites

• You are signed in.

Steps

1. Choose the applicable route:

   If…	Select
   You are using a small viewport	Menu
   You are a platform administrator and need platform administration	Organizations

2. If the mobile sidebar is open, select Close sidebar.

Result: You use the available navigation for your viewport and access level.

When navigation cannot be reached

If a navigation action does not reach its destination, check whether sign-in has completed.

Continue from the destination

After you open a destination, use the matching overview page for the work you want to perform.