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Navigate a project

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Open a project and its own navigation appears as a row of tabs under the project header: Overview, Tasks, Documents, Plan, Analytics, and More. The left sidebar does not change. It keeps showing your organization, with the projects you opened recently at the top, so switching organization, opening Settings, or hopping to another project never means leaving the one you are in.

Inside a tab, the views it holds sit in a switcher just below the tab row. On Tasks that switcher is List, Gantt, Board, Grid, and Calendar: five ways of looking at the same tasks, one click apart.

The project tab bar with Tasks selected: Overview, Tasks, Documents, Plan, Analytics and More across the top row, Customize tabs at the right, and the Tasks views List, Gantt, Board, Grid and Calendar in the switcher below.

What is in each tab

Section titled “What is in each tab”
TabViews
OverviewThe project summary. Always first, and cannot be hidden.
TasksList, Gantt, Board, Grid, Calendar
DocumentsDocument Folders, Lists, Whiteboards Pro, Wiki Pro, Pages Pro
PlanSprints Pro, Backlog Pro, Burndown, Milestones, Baseline
AnalyticsGoals Business, Risks, Issues, Status Report, Activity
MoreChange Requests Enterprise, then a Settings group (Automations Pro, Mailbox, Import Cleanup, Fields) and a Finance group (Finance, Compliance)

Two entries appear conditionally. Finance is only shown to people who can see budget figures. Import Cleanup only appears on a project that was imported from Microsoft Project or another tool and still has something to tidy up.

Open a view

Section titled “Open a view”

  1. Click a tab. It takes you straight to its first view, so reaching the task List is one click on Tasks, not two.

  2. Click a view in the switcher below the tabs to change what you are looking at within that tab.

  3. For Change Requests, Settings, or Finance, open More and pick the view from the menu. While you are in one of those, the More tab shows that section’s name so you can see where you are.

Clicking the tab you are already on does nothing, so you can never lose the view you are reading by mis-clicking the strip.

Counts and locks

Section titled “Counts and locks”
  • Counts appear next to views that have a number worth knowing, such as the number of tasks or open issues. They fill in as the project loads, so a moment’s delay before they appear is normal.
  • A lock marks a view your plan does not include. It is not hidden: you can still click it to see what it does and what it would take to turn it on.

The header above each view

Section titled “The header above each view”

Overview carries the full project header: description, dates, progress, members, and the project actions. Every other view carries a compact one-line header with the project name, its status, its progress, who is on it, and buttons to edit the project, focus the view, or copy a link to it. The tab row sits under whichever header is showing.

A brand-new project

Section titled “A brand-new project”

A project with no tasks yet opens on a short set of get-started cards rather than empty charts: generate a plan with AI, add your first tasks, invite a teammate, and set the timeline. Each card disappears as you finish it, and the normal Overview takes over once the project has work in it.

On a phone

Section titled “On a phone”

The tab row scrolls sideways, and the active tab is always kept in view. The switcher below it scrolls the same way. Nothing about the project is tucked behind the menu button, which still opens your organization’s sidebar.

Best practices

Section titled “Best practices”

  1. Hide the views your team never uses. A team that never runs sprints can hide Sprints and Backlog and get a shorter Plan switcher. Nothing is lost, and a hidden view still opens from a link.

  2. Rename tabs and views to your team’s words. If you call them deliverables rather than tasks, say so. See Customize your navigation.

  3. Link to a view, not to the project. Use Copy link in the view header so the person you send it to lands on the same screen you are looking at, rather than on Overview.

Troubleshooting

Section titled “Troubleshooting”
  • A view I expected is missing. Either it is hidden by your organization’s navigation customization, or it lives under More. Hidden views stay reachable by URL and through search, so a link to one still works.
  • The Finance entry is not there. It only appears for people who can see budget figures. Ask an administrator if you need it.
  • A view has a lock on it. It needs a higher plan. Click it to see what it does.
  • An old bookmark still works. Links keep working even where the name on screen changed, so a saved link to the board is still good.

How this combines with other features

Section titled “How this combines with other features”
  • The command palette (Ctrl+K) reaches every view directly, including ones hidden from the tabs.
  • Navigation customization applies here: renames, hidden items, reordering and custom links all show up in the tab row and the switcher. A custom link added to a tab appears at the end of that tab’s switcher.
  • Focus in the view header hides the header and the tab row so the view fills the page, which suits a Gantt chart or a long task list. Exit focus brings both back.

FAQs

Section titled “FAQs”

Where did the project menu in the sidebar go? Into the tab row under the project header. Every view that was in the sidebar’s project menu is in a tab or under More, with the same counts and locks. Nothing was removed, and the sidebar now stays on your organization the whole time.

Can I switch back to the old layout? No. There is one layout, so a link, a screenshot, or a colleague’s directions always match what you see.

Does hiding a view stop people opening it? No. Navigation is a display setting, never a permission. Anyone with access can still reach a hidden view by link or by search.

Section titled “Related”