Getting started

Finding your way around

Inbox, Projects, Clients, search, the bell, stars and your account menu.

The menu on the left (the bar at the bottom on a phone) has three places. Inbox is home: what needs you, grouped by the next move with one button each, and under it what is waiting on your clients, oldest first. When nothing needs you it says you are all caught up.

Projects lists every project in tabs — Active, Waiting on client, Complete and Archived — with a search box and a filter by client. Clients lists the companies you work for; a client’s page shows its projects, then its people. Settings lists its sections on the left (a row of tabs on a phone). New project starts one from anywhere.

Stars and recent projects

Press the star on a project’s page to keep it close: starred projects come first in Projects and stay in the side menu, under the ones you opened last.

The top bar

Search (⌘ K, Ctrl K on Windows) finds projects, clients, people, comments and additions, and opens any screen; type a sentence and it goes to Ask Studio. The sparkle opens Ask Studio (⌘ J). The ? is the Help menu: this help, Keyboard shortcuts (or press ?) and Send feedback. The bell shows your notifications as they happen, all or only unread.

Your picture opens your account menu: your profile, your workspaces, Settings, the Appearance switch for light, dark or your device’s theme, and Sign out. On a phone, help and feedback are in this menu too.

If you belong to more than one workspace, they are listed under Workspaces in the account menu; choose one to switch to it. To start a new one, with its own team, clients, projects and plan, go to Settings › Profile › Start another workspace; you are its owner. You can own one free workspace, and any others need Plus or Pro.