02
Workspace basics
Navigation
On desktop, use the left sidebar. On mobile, Home, My Work, Planner, and Library stay in the bottom bar; open More for the remaining permitted views. The current view is written to the URL, so browser Back and Forward work as expected.
| View | Use it for | Available to |
|---|---|---|
| Dashboard | KPIs, growth charts, records, and daily context. | All roles |
| My Work | Tasks assigned to the signed-in creator. | Creator, Admin |
| Calendar | Date-based planning and calendar image export. | Creator, Admin |
| Task List | Search, filter, sort, create, and edit scheduled work. | Creator, Admin |
| Posts library | Develop backlog drafts, hooks, scripts, captions, and references. | Creator, Admin |
| Meeting Memo | Record decisions, participants, links, and formatted notes. | Creator, Admin |
| Analytics | Content, creator, platform, and category reporting. | All roles |
| Web Analytics | Website traffic and page performance. | All roles |
| Settings | Workspace configuration and administration. | Admin |