This article explains how navigation works in Tribe CRM and how the main elements help you move quickly through the system. Understanding the navigation tools helps you find information faster, create new items with less effort, and manage your daily work more clearly. You may want to use this guide when you first start using Tribe or when you want to work more efficiently. By following this guide, you will know how to use the top bar, the menu, dashboards, widgets, and views to move confidently through Tribe.
Table Of Contents
· How Efficient Navigation Helps You
· Where Is This Feature Displayed?
· Step-By-Step Instructions
· Additional Features Or Related Actions
· Tips Or Best Practices
How Efficient Navigation Helps You
Navigation in Tribe CRM helps you move between your workspace, modules, dashboards, and settings. It allows you to search for relations and activities, create new items, start time registration, and manage your personal and account settings. Using the navigation correctly helps you work faster and keeps your daily tasks organised.
Where Is This Feature Displayed?
You work with navigation in two main areas of Tribe CRM:
The Top Bar, which is always visible and contains search, creation, and settings options.
The Menu Bar, which lets you move between dashboards, modules, your workspace, and configuration.
Dashboards, widgets, and views are displayed inside the main working area of Tribe.
Step-By-Step Instructions
Use The Top Bar
Click the Search field to search for relations or activities.
Click the + button to create a new relation or activity.
Click Start Hour Registration to start the time recording timer.
Click Marketplace to activate integrations such as e-mail and calendar links (such as Outlook calendar, Outlook e-mail, Gmail and Google Calendar.)
Click Notifications to view messages created by automations.
Click Personal Settings to open your profile options.
Select Upload Profile Picture or Change Background to personalise your account.
Select Invite Colleagues to give colleagues access to Tribe.
Select Two Factor Authentication to enable extra login security.
Click Logout to sign out of Tribe.
Click Account Settings to open licence and account options (administrators only).
Click Environment to switch between different Tribe environments or portals.
Use The Menu Bar
Click My Dashboards to view available dashboards.
Click the Star icon to activate or deactivate a dashboard.
Click Create Dashboard to make a new dashboard.
Click My Workspace to view your personal tasks and appointments.
Open Modules to switch between module dashboards.
Click Configuration to access system settings (depending on your permissions).
Click Share Dashboards to share your current dashboard with colleagues.
Additional Features or Related Actions
A dashboard is a workspace that shows information about relations and activities. Tribe includes standard dashboards, and you can create your own. Dashboards help you stay up to date with key information.
Widgets display information inside a dashboard. They help you track important activities and data. Tribe provides a widget library with standard widgets, and you can create or delete widgets yourself.
From a widget, you can open:
A List View to see all information in a list.
A Column View to see information organised in columns.
In both views, you can search and filter data.
Tips Or Best Practices
Use the Search field in the top bar to find relations or activities quickly.
Keep your My Workspace updated by regularly checking your tasks and appointments.
Activate only the dashboards you use often to keep your menu clear.
Use widgets to surface the information that matters most to your daily work.
Quick Summary
You can navigate Tribe CRM using the top bar and the menu bar. Dashboards, widgets, and views help you organise and display your work clearly. With this knowledge, you can move through Tribe more confidently and work more efficiently.