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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.

On Home, the left sidebar is Home, Ventures, and Report. Inside a venture, the left sidebar is that venture's modules (Strategy, Goals & Targets, Reviews, Action Plans, People).

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 lives in the menu and the user menu, not on the thumb bar.

The screen

  1. Tabs

    Home plus every open venture. Switch without losing your place.

  2. You

    Language, email, model keys, Learn, sign out.

  3. Setup trail

    The five unlock steps. It hides when the program is ready.

  4. Home sidebar

    Home, Ventures, Report — when you are not inside a venture.

  5. Venture sidebar

    That venture's modules. Locks show a reason on hover.

  6. Agent

    Chat on the left. You decide what locks; the agent keeps cadence.

  7. Board

    Draft, agenda, scorecard, or tickets on the right.

  8. Phone bar

    Thumb-zone current path. Menu holds the rest. Learn is not here.

Check your understanding

Check your understanding

  1. 01Where does the agent sit on a builder screen?

  2. 02A sidebar item shows a lock. What should you do?