Customize your navigation

You can tailor Onplana’s navigation to how your team actually works: rename the default items, hide the ones you never use (and add them back later), drag them into a new order, and pin your own links. This works at two levels, the organization menu and each project’s tabs, and it is available on every plan.

The organization menu is the left sidebar. A project’s navigation is the row of tabs under its header, with the views of each tab in a switcher below the row; the sidebar stays on your organization while you are inside a project. See Navigate a project for how the tabs are arranged.

A display overlay, not access control

Customizing navigation only changes what the menu shows. Hiding an item never restricts access to its page: it stays reachable by URL, by the command palette (Ctrl+K), and by direct links. A custom link never grants access either, the destination page still enforces its own permissions. Think of it as tidying the menu, not locking doors.

Who can edit navigation

• Sidebar (organization-wide): Owners and Admins. This is a matrix permission (Customize sidebar navigation), so an Owner can grant it to other roles or a custom role in Organization Settings -> Permissions.
• A project’s menu: the project’s Owner or Manager, plus organization Owners, Admins, and Portfolio Managers.

Everyone else sees the customized menu but has no edit control.

Customize the sidebar

1. In the left sidebar, scroll to the bottom and click the Edit navigation pencil. (It only appears if you have permission.)

2. In the drawer that opens:

   • Rename an item by typing over its name. Clear the box to restore the default name.
   • Hide an item with the eye icon; hidden items stay in the list, dimmed, so you can show them again anytime. A few essential items (like Settings) cannot be hidden.
   • Reorder by dragging the grip handle on any item, or drag a group header to reorder whole groups.
   • Add a link with + Add link in any group. Give it a name and a URL (see below).

3. Click Save. The sidebar updates for everyone in your organization.

The groups you will be reordering are Work, Team & reports, Automation and Settings. Automation only appears on Professional and above, because every item in it is gated there. An Onplana Services workspace has a fifth group, Clients, at the top.

Customize a project’s tabs

1. Open any project and click the Customize tabs pencil at the end of the tab row under the project header.

2. Rename, hide, reorder, and add links exactly as you do for the organization menu. You are editing the tabs you see there: Overview, Tasks, Documents, Plan, Analytics, and the Change Requests, Settings and Finance sections that sit under More. Overview cannot be hidden, so there is always a landing view. A tab whose views are all hidden disappears from the row; a custom link added to it moves into the More menu.

3. Click Save. The change applies to this project for everyone who can see it.

Tip

Renaming a tab renames it on the row. If your team calls them deliverables rather than tasks, rename the Tasks tab and every member of the project sees your word for it.

Custom links

A custom link can point to either:

• an in-app path starting with a single slash, for example /reports or /issues, which navigates inside Onplana, or
• an external URL starting with https://, which opens in a new tab.

The editor shows a live hint (“Opens in-app” or “Opens in a new tab”). Links are visible to everyone who can see that menu, so use them for shared destinations, not for anything you want to restrict.

Restore the defaults

Made a mess? Open the editor and click Restore defaults (bottom left), then confirm. That clears every rename, hidden item, reorder, and custom link for that scope and returns the menu to its original state.

Good to know

• Plan-locked items: a view your plan does not include is hidden from the sidebar entirely, not shown dimmed or locked. It still appears inside the collapsed “See what else Onplana does” row at the bottom of the sidebar, and in the Ctrl+K command palette with a lock and the tier that unlocks it. Upgrading reveals it in the sidebar automatically; there is no editor step to un-hide it.
• New features: when Onplana ships a new nav item after you have customized, it appears automatically at the end of its group so you never miss it. In a project, a new view appears at the end of its tab’s view switcher, so you find it by opening that tab.
• A tab with nothing left in it disappears. You do not have to hide a tab as well as its views: hide every view under it and the tab leaves the row on its own. Add a custom link to that tab and the link moves into More rather than vanishing with it.
• Renamed items are still searchable in the Ctrl+K command palette by their new name, and hidden items stay in the palette as a quick way to reach a page you tucked away.