The top toolbar is set up in 4 levels from left to right: Your Focus, Project, Idea, and File. By clicking on any one of these, you can change that level. When a tab level is selected, a dropdown will display all your different options of that level. For instance if you click the Project level you will see all the possible projects under that Focus. You can then select which idea you would like to examine under that project. But if you want to see a project in another focus you must first go back to select and change the Focus.
The left side navigation panel is an easy way to navigate between different Focuses. The initials on the left side of your screen are all of your Focuses. When you click on a Focus, a navigation panel will open displaying all the Projects and Ideas under that Focus. Simply click on any page that you would like to be directed.
By clicking on your profile box in the very top left corner of the screen (your initials or profile pic) a dropdown will appear. You will see Focus list, Project list and Idea list options to select. By selecting any of these you will be brought to a page with all of your Focuses, Projects, or Ideas under your account.
To Edit a Focus click on that Focus on the top or left side toolbar. Click on the “Edit Focus” icon on top of page next to title. This will bring you to the Edit Focus Page. To Edit a Project click on that Focus on the top or left side toolbar. Click on the “Edit Project” icon on top of page next to title. This will bring you to the Edit Project. (This will only be possible if you are a “Manager” of the corresponding level).
To Edit an Idea, click on the Project above or go to your Idea list page located in the top right corner profile dropdown. Once on these pages hover over the specific Idea box and a pencil icon will appear. Click on the pencil icon and this will bring you to the Edit Idea page.
Adding users is done the same way as Editing your level. Select your Focus or Project and while on this page either select “Edit Focus” or “Edit Project”. To add users to an Idea, you can very easily just select the details tab on the right side of your Idea Moodboard. When the details tab opens just press “+add user” button. (But remember you can only add users if you are designated as a manager and if the user exists on the level above.