Basic Navigation Guide¶

Learning to move around Sagacity is like learning to navigate a new office building. Once you know where everything is, you'll work much more efficiently. Let's explore!

The main menu is your roadmap to everything in Sagacity. You'll find it on the left side of your screen.

Core Sections You'll Use Daily¶

🏠 Dashboard - Your home base (we covered this already!)

📋 My Tasks - All your work in one place - View all your assignments - Sort by due date or priority - Filter by project or type

📁 Projects - Group work by projects - See all projects you're part of - Track project progress - Collaborate with project teams

📊 Reports - View your work summaries - See what you've accomplished - Track your productivity - Share progress with your manager

👥 Team - Connect with colleagues - See who's on your team - Check team calendars - Send messages

⚙️ Settings - Customize your experience - Change your preferences - Update your profile - Manage notifications

Getting Around Like a Pro¶

Using the Search Feature¶

The search box at the top is incredibly powerful:

Click in the search box (or press Ctrl+K on Windows, Cmd+K on Mac)
Type what you're looking for:
Task names: "monthly report"
People's names: "Sarah Johnson"
Project names: "Website Redesign"
Keywords: "budget" or "meeting"
Click on the result you want

Breadcrumbs - Those clickable links at the top show where you are - Example: Home > Projects > Website Redesign > Task Details - Click any part to go back to that level

Back Button - Your browser's back button works in Sagacity - Use it just like browsing the internet

Bookmarks - Save frequently used pages - Right-click and "Bookmark This Page" in your browser - Or use Ctrl+D (Windows) / Cmd+D (Mac)

Moving Between Tasks and Projects¶

Working with Tasks¶

From your Dashboard: 1. Click on any task to open it 2. Use the "Previous" and "Next" buttons to move between tasks 3. Click "Back to Dashboard" to return

From the Tasks section: 1. Click "My Tasks" in the main menu 2. Use the list view to see everything at once 3. Click any task name to open it 4. Use filters to find specific types of work

Working with Projects¶

Finding a Project: 1. Click "Projects" in the main menu 2. Scroll through the list or use the search 3. Click on the project name to enter

Inside a Project: - Overview tab - General project information - Tasks tab - All work items for this project
- Team tab - Who's working on it - Files tab - Documents and resources

Create Your Daily Routine¶

Morning Check: 1. Start at Dashboard → Review notifications 2. Go to My Tasks → Check today's priorities
3. Visit active Projects → See team updates

Throughout the Day: - Use search to find things quickly - Use browser tabs to keep multiple items open - Bookmark pages you visit often

Stay Organized¶

Use Multiple Tabs: - Keep your Dashboard open in one tab - Open specific tasks in new tabs - This way you never lose your place

Learn the Keyboard Shortcuts: - Tab key - Move between clickable items - Enter - Click the highlighted button - Escape - Close dialog boxes - Ctrl+F - Find text on the current page

Scenario 1: "I need to find last week's report"¶

Use the search box → type "report"
Look at the date filters to narrow results
Or go to My Tasks → Filter by "Completed" → Sort by date

Scenario 2: "I want to see what my teammate is working on"¶

Go to Team in the main menu
Click on your teammate's name
View their current tasks and recent activity

Scenario 3: "I need to update my project status"¶

Go to Projects
Find your project and click on it
Go to the Overview tab
Look for "Update Status" or "Add Update"

Problem: "I'm lost and don't know where I am" - Solution: Look at the breadcrumbs at the top, or click "Dashboard" to go home

Problem: "I can't find something I was just looking at" - Solution: Check your browser history (Ctrl+H) or use the search function

Problem: "The menu disappeared" - Solution: Look for a ☰ (hamburger) menu icon to bring it back

Problem: "Pages are loading slowly" - Solution: Check your internet connection and try refreshing (F5)

What's Next?¶

Great! Now you know your way around Sagacity. Ready to start managing your daily work? Continue to our Managing Daily Work guide to learn how to handle your tasks like a pro!

To find...	Go to...	Or search for...
Your daily tasks	Dashboard or My Tasks	"tasks due today"
A specific project	Projects menu	Project name
Team member info	Team section	Person's name
Old completed work	My Tasks → Completed	Task or project name
Settings and preferences	Settings (gear icon)	"settings" or "preferences"

Navigation gets easier with practice. Soon you'll be moving around Sagacity without even thinking about it!

Basic Navigation Guide¶

The Main Menu¶