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 menu, and it is available on every plan.

Both live in the same left sidebar. Outside a project it shows the organization menu; open a project and it becomes that project’s menu. See Navigate a project for how the project menu is 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 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 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.

Customize a project’s menu

1. Open any project and click the Edit navigation pencil at the bottom of the sidebar, below the project’s groups.

2. Rename, hide, reorder, and add links exactly as you do for the organization menu. You are editing the groups you see there: Overview, Tasks, Documents, Plan, Analytics, Change Requests, Settings and Finance. Overview cannot be hidden, so there is always a landing view.

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

Tip

Renaming a group renames its heading in the sidebar. If your team calls them deliverables rather than tasks, rename the Tasks group 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 still appears, marked with a lock, so people can see what it does. You can hide it if you would rather not show it at all. 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. In a project, note that groups start collapsed, so a new view shows up once its group is opened.
• Groups in a project collapse. Hiding a whole group’s worth of views is rarely necessary; people can simply leave that group closed, and Onplana remembers which ones they opened.
• 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.