Workspace layout and navigation
Every time you log in to a todo.vu account, you open the default workspace associated with that account.
In this Help article, we’ll guide you through the layout of the todo.vu workspace, highlighting the primary dashboards. We’ll also demonstrate how to find different menus and settings, access helpful navigational features, use keyboard shortcuts and more.
Note: This article assumes foundational knowledge of todo.vu accounts and workspaces. Please ensure you have read and understood the following Help articles before proceeding:
Quick glossary
todo.vu workspace – The todo.vu workspace is the core interface on which users manage tasks and projects; communicate with clients, contacts, and other users; track billable and non billable time; and much more.
todo.vu user account – Your todo.vu account is where you store your credentials and details, and set some system-wide settings. Importantly, your todo.vu account is how you access your todo.vu workspaces.
Workspace dashboards
There are seven primary dashboards on a todo.vu workspace. Six are displayed and accessed by icons down the left-hand side menu, which is fixed and remains across all views in the workspace.
They are:
- Tasks (This is the default dashboard you land on every time you log in to todo.vu)
- Time
- Clients
- Projects
- Reporting
- Billing
7. The final primary dashboard is your Team dashboard, which is accessible by the avatar OR elipses icon at the top left-hand side of your workspace, next to your workspace logo or title.
Note: You may not see all seven dashboards, and the data displayed on the dashboards you can access may be limited. Your account’s user role and access level in the workspace determines what you can see and do, as explained in more detail below.
Here’s a little more about each of the seven primary dashboards on a todo.vu workspace:
- The Task dashboard — is where your tasks are viewed and managed in a Kanban board system. Learn more about the Task dashboard here.
- The Time dashboard (Calendar) — is where you can view and manage time billing data, task reminders and due dates. Learn more about the Time dashboard here.
- The Client dashboard — is where you can access and manage client and contact information, including granting clients log-in access to your workspace for collaboration.
- The Project dashboard — is where you can access and manage project information, including updating billing rates for projects and switching to fixed-price projects.
- The Reporting dashboard — is where you can see time billing data recorded by users across your entire workspace, and create customised reports.
- The Billing dashboard — is where you can see an overview of your time billing data for a specific time period.
You can also see time billing data (and create billing reports) per individual client by selecting a client profile from the list on the left-hand side.
- The Team dashboard — is where you can manage your staff users, including viewing user activity in real time, changing their user access levels, setting custom user billing rates and more.
Restricting access to and on dashboards
It is assumed that data on a workspace’s primary dashboards needn’t be shared with everyone who has access to that workspace.
For example, you may not want all of your team members to access the billing information on the Billing dashboard.
That’s why todo.vu’s user roles and access levels restrict both access to dashboards and the data on dashboards to some user roles, as explained below:
Full/Restricted access staff users:
These user roles in todo.vu have:
- Full OR restricted access to the Task dashboard. (Set restrictions in User settings.)
- Full access to their own data on the Time dashboard.
- Possible restricted access to data on the Client and Project dashboards. (Set restrictions in User settings.)
- View-only access to their own data on the Reporting dashboard.
- No access to the Billing dashboard.
- View-only access to the Team dashboard.
Workspace Owner/Administrator users
These user roles in todo.vu have:
- Unrestricted view and edit access to all dashboards and all data on dashboards.
Contacts with log-in access
This user role in todo.vu has:
- Restricted access to the Task dashboard to tasks allocated to the contact. (Set up in Contact User details.)
The workspace main menu
The main workspace menu is accessed from the workspace’s fixed header, which remains static across all dashboard views.
Access the workspace menu by selecting your workspace’s title or, if no title is displayed, by selecting your workspace’s logo. Both the title and the logo appear in the top left-hand side of the workspace. This will open a drop-down menu.
From the workspace drop-down menu, you can access the following:
- Workspace settings
- Subscription details — and Upgrade options
- Time & billing settings
- Task label configuration
- Activity audit — a filterable log of all activity taken on the workspace
- Import and export options — for client/project information
- API connectors configuration — for integrations/automations (Business Time workspaces only)
- Workspace style settings — for changing the style/layout of your workspace (Business Time workspaces only)
- Different workspaces connected with your account (‘Change workspaces’)
Again, you may not see all of these options on all workspaces you have access to; it depends on your user role on the workspace.
Admin users and Workspace Owners can see all menu items; all other users have the option to ‘Change workspace’ only.
Quick access icons
At the right-hand side the workspace’s fixed header are three icons.
Each of these icons can take you to a specific todo.vu task with one click.
From right to left, here’s what they mean:
Recent tasks — as indicated by the clock icon, this option opens a sidebar where you can search for and navigate to tasks most recently interacted with.
You can use the search bar to search for tasks using keywords, or the avatar icons beneath the search bar to search for tasks recently interacted with by a user and for a specific client.
Bookmarked tasks — as indicated by the ribbon icon, this option opens a sidebar where you can search for and navigate to bookmarked tasks.
You can use the search bar to search for bookmarked tasks using keywords, or the avatar icons beneath the search bar to search for bookmarked tasks per user (as task Assignee) or client.
Learn how to bookmark tasks here.
Notifications — as indicated by the bell icon, this option opens a sidebar indicating all activity on tasks; if you select a notification, you will be taken to that task.
Additional quick-access options from the fixed header bar
Exclusive to workspaces with multiple users.
Select any team avatar at the top left-hand side on the fixed header bar to quickly view a team member’s details or tasks, or to quickly assign them a new task.
Quick help
Quick help options are accessed from the same fixed side menu used to access different dashboards.
Select the question mark icon in the bottom left corner to open quick help options.
In the menu that this opens, you can access a collection of video tutorials that explain various features and functions of todo.vu.
You can also contact support directly from this menu. Simply select ‘Ask a question’ to open a blank email template. Type your enquiry, and click ‘Send Email’ to submit your message.
Account settings
Below the Help menu in the fixed side menu, you can access your main account settings by selecting your avatar.
From here, you can access the following:
- Your profile and account actions – to update your account name and photo, change your password, and merge and delete your account. You can also see all workspaces belonging to your account from this page and manage some settings here. (Select ‘Workspaces’ on the left-hand side.)
- Email addresses – to add new email addresses to your account.
- Referrals and credit – to see your (and gain more) workspace credits used towards your subscription billing.
- Time preferences – to set your workspace’s time format and ‘First day of the week’ setting. (Set per workspace; changes affect the workspace from which you access this setting.)
- Status message – to configure a status message. (Set per workspace; changes affect the workspace from which you access this setting.)
- Out of office – to signal you’re out of office. (Set per workspace; changes affect the workspace from which you access this setting.)
Keyboard shortcuts
- [Ctrl]+F – Will place your cursor in the context filter (search bar)Then, you can type to search Clients, Projects and Labels. Use the arrow keys to choose your desired match. Press [Enter] to select, or [Backspace/Delete] to remove items from the filter.
- [Crtl]+[Enter] – Will place your cursor in the Task adder.Then, type a task title and press [Enter] to quickly add a task. Press [Shift]+[Enter] first will allow you to add a description too. OR, press [Ctrl]+[Enter] after you finish typing your task title/description to create and then add more details to a draft task.
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Learn about the different user roles in todo.vu. Read here >>