Getting startedUpdated
Find your way around
Learn the icon bar, the sidebar beside it, the More menu, Customize navigation, the Ask Spodus and Help buttons, and how to collapse the sidebar.
Spodus has three parts: the icon bar on the far left, the sidebar next to it, and the page you're working on.
Things to know
- Hover over an icon to see its name. Home and CRM also show a shortcut: G then H, and G then C.
- Team, Revenue and Support show only when their module is on. See Turn modules on and off.
- Settings has no icon. Open it from the workspace menu or your account menu.
The icon bar
From top to bottom:
| Icon | What it opens |
|---|---|
| Home | Ask Spodus and your chats |
| Messages | Chat channels, direct messages and shared mailboxes |
| CRM | Your boards, such as Contacts, Companies, Deals, Leads, Tasks and Projects |
| Team | People, Teams, Org chart, Time off, Reviews and Workload |
| Revenue | Overview, Quotes, Invoices, Payments, Contracts, Expenses and Reports |
| Support | Overview, Tickets, Macros, Articles and Settings |
| Calendar | Your events and reminders |
| Notes | Your notes |
| Docs | Long-form documents |
| Dashboards | Your dashboards |
| More | Automations, Sequences, Forms, Goals, Time tracking and Trash |
Owners and admins also see Invite members at the bottom of the icon bar.
The sidebar
The sidebar changes with the icon you pick. From the top, it has:
- The workspace name. Click it to switch workspaces or open Settings.
- Search, which opens the command menu. See Search & Command K.
- The bell, for your notifications. See Notifications.
- The name of the area you're in, then its pages.
On CRM, Customize sidebar at the foot of the sidebar opens Settings > Data model.
Collapse the sidebar
Click the collapse button next to the workspace name, or press ⌘\ (Ctrl+\ on Windows). Press it again, or click the expand button at the start of the page bar, to bring it back.
While the sidebar is collapsed, Search, the bell and the workspace menu move to the bottom of the icon bar.
Use More and Customize navigation
- Click More on the icon bar.
- Click a tool to open it. Hover over a tool and click the pin to give it its own icon on the bar.
- To change the bar itself, click Customize navigation.
- Under Rail, move areas up or down, or switch them off. Under More apps, pin or hide each tool.
- Click Done.
Customize navigation changes only your own view. Reset to default puts it back.
The page bar
The bar across the top of the page shows the page's name. On the right are:
- Start timer, Notepad and Remind me. See Quick capture & notepad. Start timer shows only when Time tracking is on.
- Help, with Getting started, Keyboard shortcuts, Contact Spodus support and Contact us.
- Ask Spodus, which opens a side panel so you can ask without leaving the page. Press ⌘J to open it. It isn't on Home, because Home is Ask Spodus.
- Your picture, which opens your account menu: the light, dark or system theme, Your profile, Settings, Keyboard shortcuts, Help & support and Log out.