Learn
How to move around
Tabs, sidebars, the agent on the left, the board on the right, and the phone bar.
The short version
The top tabs are Home plus every venture you have open. Click a tab to switch. You are always on one current path.
A dot on a tab means unread Team chat. The bell on the right of the tab bar lists those rooms across every venture — even tabs you closed. Opening a room from the bell clears the badges.
On Home, the left sidebar is Home, Ventures, and Support (Report a bug, Request a feature). Inside a venture, Work is Home, Strategy, Goals & Targets, and Action Plans. Reviews are not in the sidebar. Venture is People, Team, Connected data, and Settings. Support is the same two links at the bottom of the sidebar.
A lock means the earlier step is not done. Hover the lock to see why. Use the shortcut to go do that step — or open Learn to see the stack.
Agents sit on the left. The board (draft, agenda, scorecard, tickets) sits on the right. Talk to the agent; confirm in the board.
On a phone, the bottom bar is the current path (thumb zone). Open the menu for the rest. Learn is in the Home sidebar footer, not on the thumb bar.
The screen
Tabs
Home plus every open venture. A dot means unread Team chat.
You
Language, Settings, sign out.
Setup trail
The five-step checklist. It hides when the chain is complete.
Home sidebar
Home, Ventures, and Support (Report a bug, Request a feature) when you are not inside a venture.
Venture sidebar
Work is Home, Strategy, Goals & Targets, and Action Plans. Reviews are not in this sidebar. Venture is People, Team, Connected data, and Settings. Support is Report a bug and Request a feature. Locks show a reason on hover.
Bell
Top-right of the tab bar. Unread Team chat, finished agent turns, assigned Actions, and meetings across every venture.
Agent
Chat on the left. You decide what to save.
Board
Draft, agenda, scorecard, or tickets on the right.
Phone bar
Thumb-zone current path. Menu holds the rest. Learn is not here.
Check your understanding
Check your understanding
01Where does the agent sit on a builder screen?
02A sidebar item shows a lock. What should you do?