App Navigation
LiftOff navigation helps you move between daily work, project detail, and workspace settings on desktop and mobile.
When to use this page
Learn where to find projects, tasks, the calendar, inventory, clients, team tools, and settings so you spend less time hunting for pages.
Who can do this
All signed-in users use the same core navigation. Some management links appear only for owners and admins, and project guests see a reduced set of options.
Main navigation
On desktop, these links appear in the left sidebar:
| Link | What you will find |
|---|---|
| Home | Daily starting point with upcoming projects, needs action, tasks, and today's schedule |
| Projects | Project list with Active, Completed, and Archived filters |
| Tasks | All tasks across projects in list or board view |
| Calendar | Month, week, day, and agenda views of events and schedule blocks |
| Inventory | Company catalog of décor, props, rentals, and equipment |
On mobile, the bottom bar shows Home, Projects, Tasks, and Calendar. Open More for Inventory, Clients, Team, Settings, and other management links.
Project guests do not see Inventory or management links.
Management navigation
On desktop, additional links appear below the main navigation. On mobile, open More to reach them.
| Link | Who can access | Purpose |
|---|---|---|
| Team | Owners and admins | Invite members and manage roles |
| Clients | Members, admins, owners | Client directory |
| Audit Log | Owners and admins | Workspace change history |
| Archived Projects | Owners and admins | Review and delete archived projects |
| Settings | Members, admins, owners | Account and company preferences |
Project guests do not see Clients, Settings, Team, Audit Log, or Inventory.
Settings hub
The Settings page groups preferences into searchable cards:
- Company Profile & Team: Company profile, billing and usage, team and access
- Projects & Tasks: Planning lists, schedule blocks
- AI Preferences: AI behaviour and feature toggles
- Reports: Report defaults and branding
- Notifications: Notification defaults and email templates
Personal account preferences live on the Account page from the user menu.
See Account Settings and other settings pages for details.
Inside a project
Each project detail page uses section navigation:
- Overview: Summary, event details, timeline, team, email alias, Album card
- Tasks: Project tasks and suggested tasks
- Schedule: Schedule blocks for this event
- Inventory: Matched catalog items and items needing review for this project
- Reports: Generate and download project reports
- Files / Photos: Uploads, labels, and AI renders
- Notes: Project notes with attachments and comments
- Activity: Change history for this project
Open Album from the Overview card to upload, organize, and share finished event media on the dedicated album page.
On mobile, primary tabs are Overview, Tasks, Files, Notes, and More. Schedule, Inventory, Reports, and Activity live under More.
Quick actions
Available from anywhere in the signed-in app:
- Quick Add: Create or edit a project from a window
- Feedback: Send bug reports or product feedback to your team
- User menu: Account, switch company, sign out, and feedback
Next steps
Pick the area that matches your task:
- Planning a new event → Creating a Project
- Managing catalog items → Inventory Overview
- Checking dates → Using the Calendar
- Admin work → Inviting Users or Audit History
Good to know
- Menu items you cannot access may be hidden or show an access message.
- The old Files top-level link now redirects to Calendar; project files live on each project.