The main menu

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The main menu is always displayed on the left.

 

It allows you to access :

  • Dashboard “
  • My actions
  • My files
  • My meetings
  • Users
  • Groups
  • Reports

My Actions” submenu

  • My Actions: displays all the actions for which you are directly responsible or for which you are a declared contributor.
  • Overdue: only displays shares that have passed their due date
  • Controlled actions: displays all the actions of the folders you control (or co-control)
  • Search: accesses the filter and sort page on actions
  • New action: displays the add action page
  • Favourites: is not directly clickable, but displays below the lists of actions or actions that you have saved as favourites.

My folders” submenu

  • My folders: displays all the folders you are involved in, regardless of your role.
  • Piloted folders: displays folders for which you are a pilot or co-pilot
  • Archived Files: Retrieves files that have been previously closed.
  • All folders: displays all the folders on which you are intervening
  • Search: accesses the filter and sort page on the folders
  • Favourites: is not directly clickable, but displays below the folder lists or folders you have saved as favourites.

My Meetings” submenu

  • My meetings: displays the list of meetings as you left it the previous time
  • My Meetings: displays all meetings you attend, regardless of your role, in a list format.
  • The calendar view: displays your meetings as a calendar
  • Piloted meetings: displays only meetings that you are the pilot or one of the co-pilots for.
  • New Meeting: Allows you to add a new meeting or event to an existing meeting.
  • Favourites: is not directly clickable, but displays below the meeting lists or meetings that you have saved as favourites.
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