Interface layout

All cabinet screens are built from the same elements. This page describes them once so that the screen descriptions do not repeat the common rules.

General screen layout

A screen consists of three parts:

1. The side menu — on the left. It contains the cabinet sections.
2. The header — on top. It contains personal pages, the theme and language switches, and the notification bell.
3. The work area — in the center. It shows the content of the selected page.

Side menu

№	Element	What it is	Action
1	The Work header	A group of working sections	Click to collapse or expand the group
2	The Reports header	A group of reports	The same
3	The Admin header	An administration group	The same
4	The button with arrows at the bottom	Collapsing the panel	Click to collapse the menu and free up space. Click again to expand

Under the collapse button, the cabinet version number is written in small print. State it when contacting support.

The menu depends on the role. The menu is built from your role's permissions. An item for which the role has no permission is not shown in the menu. If you open a page by a direct link without permission, the cabinet redirects you to “My work”. The full list of items and addresses: menu map.

The active menu item is highlighted. When working inside a project, the Projects item is highlighted; inside a release, Projects too.

Header

№	Element	What it is	Action
5	The moon or sun icon	The theme switch	Turns the dark or light theme on. The choice is remembered in the browser
6	EN / RU	Interface language	Switches the cabinet's caption language. The choice is remembered in the browser
7	The bell	Notifications	Opens notifications
8	Profile	Personal data	Opens the profile
9	My sessions	Your sign-ins	Opens the session list
10	API keys	Integration keys	Opens the keys page. The button is visible to roles with the permission for keys
11	Sign out	Ending the session	Closes the session in this browser

Language and data. The language switch changes only the interface captions. The names of projects, tasks, people, and field values are not translated.

Dark theme

The dark theme changes only colors. It is convenient when working in the evening. The switch is in the header.

Breadcrumbs and the title

Inside a project, release, task, and editors, the path is shown above the title, for example: Projects / Retail Group mobile app / Releases / Release 2.4 / Overview. Each element of the path except the last is a link to the corresponding page.

In the title of a project, release, and task, to the right of the name there are two icons:

• the copy icon copies the key and title (for example, “RGM-30 Card payment via SBP”) to the clipboard. Use it to paste a link to a task into an email or chat;
• the pencil icon turns on title editing. Confirmation: leaving the field or the save button. The Escape key cancels the edit.

Tabs and buttons above them

A project, release, and task open with a row of tabs. A project has the tabs Scope, Boards, Overview, Releases, Calendar plan, Calendar, Settings, Tracks, History. A release has Scope, Board, Overview, Calendar, Tracks, History, Settings. A task has Overview, Tracks, History.

Buttons above the tabs (for example, Create task, Create release, Add track) work on any tab. The set of tabs depends on the role's permissions: a hidden tab means no permission.

Tables

Tables are built the same way:

1. A search bar and filters above the table.
2. A reset button (Reset, Reset all filters) returns the filters to the original view.
3. Column headers. Some columns have a sort icon.
4. Rows. Clicking a name opens the record card.
5. Action icons at the end of a row: pencil (edit), trash can (delete), “plus” (add a nested record).
6. Pagination at the bottom: page numbers and the page-size selector (“10 / page”, “20 / page”, “50 / page”).

The “Hide final stages” switch. In the lists of projects, releases, tasks, and scopes, by default a switch is on that hides records at final stages. If you need to find a completed record, turn it off. In the cabinet it may be called Hide final stages or Hide completed.

A tree. In scopes, tasks with subtasks are marked with an arrow on the left. Click the arrow to expand the subtasks.

Export. The buttons Export XLSX, Export CSV, Download Excel export what is in the table now, with filters applied.

Forms

• Required fields are marked with a red asterisk to the left of the label. Without filling them in, the save button is inactive or the cabinet shows an error under the field.
• Hints are written in small gray text under a field.
• Dropdown lists open on click. Many lists support search: start typing.
• Dates are chosen in the calendar or entered manually.
• Estimate and duration accept the formats 1.5 (hours), 1d 2h 30m, and 90 (minutes). The unit can be switched with the icon next to the field.
• The text editor (description, comments) supports formatting. Start a line with the / character to open the block menu: headings, lists, and so on.

Autosave and saving on leaving a field

On view pages, changes in many fields are saved at once, without a separate button:

Field	When it is saved
The description of a project, release, task	After a pause following input, on closing the tab, or on very long input. Under the field it says “Saved after a pause without edits…”
The name, values in “Main”	On leaving the field or by the confirmation button
An assignee, a date in a table	Immediately after choosing

The result is confirmed by a short message (“Saved”).

Windows and confirmations

• Dialog windows open over the page (creating a track, creating a board, adding a transport). A window is closed with the Cancel button or the × icon in the corner.
• Confirmations appear as a small window near the delete button: “Delete?” with confirm and cancel buttons. Clicking the delete button without confirmation deletes nothing.

Messages

The result of an action is shown by a short message at the top center of the screen: green on success (“Stage updated”, “Profile updated”) and red on error (“Could not save”). The message disappears by itself after a few seconds. Message texts: message reference.

Locks and icons next to fields

Icon	Meaning
A lock next to a value	The workflow locked the field at the current stage. The value cannot be changed until the object returns to a stage where the field is open
A pencil	The field can be changed. Click to start editing
A yellow pencil next to an estimate	The estimate was set manually. Without it, the estimate is calculated automatically as the sum over nested records
A clock icon at a stage	Shows the stage deadline if it is set in the workflow
A link icon at a task	Shows the number of related tasks

Dragging

• Cards on boards. Drag a card to another column to change the stage. If the transition is forbidden, the card returns and the cabinet shows the reason.
• Order in a scope. Drag a task by the six-dot icon to change the order among tasks of the same level.
• Projects into folders. Drag a project onto a folder in the project list.
• Order of releases. Releases in a project's table are dragged by the dotted icon.

Keyboard shortcuts

Shortcut	Where it works	Action
⌘+Enter (Mac), Ctrl+Enter (Windows, Linux)	The new comment field	Send the comment
Escape	Title editing	Cancel the edit

What next

• Quick start.
• Roles and access.
• Menu map.