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 sidebar and each project’s tab bar, and it is available on every plan.

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 search (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 Org Settings -> Permissions.
• Project tabs: 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.

Customize a project’s tabs

1. Open any project and click the Edit navigation pencil at the end of the section bar (Overview, Work, Plan, and so on).

2. Rename, hide, reorder, and add links exactly as you do for the sidebar. Overview cannot be hidden so there is always a landing tab.

3. Click Save. The change applies to this project for everyone who can see 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: if a tab requires a higher plan, you can still hide it. Upgrading later will not un-hide it; open the editor and show it again from the dimmed list.
• 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.
• 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.