Docs Airdesk (EN)
  • Airdesk Documentation
  • Before You Start
  • Introduction
  • 💻Interface
    • Overview
      • Navigation
      • Filters
      • Summary
      • Menu (+) and (---)
      • Views
      • Favorites
    • Authentication
      • Reset Password
    • User
      • Add
      • Search
      • Notifications
      • Activity
      • Edit Profile
      • Inbox
    • Dashboards
    • Contacts
      • Accounts
      • Contacts
      • Import
    • Sales
      • Deals
      • Contracts
      • Subscriptions
      • Classification
      • Billing
    • Services
      • Calls
      • Projects
      • Cases
      • Tasks
        • Checklists
      • Time
      • Automation
        • Interface
        • Key Concepts
        • Elements
        • Variables
      • Pipelines
    • Marketing
      • Social Media
      • Email Signature
    • Reports
      • Services
        • Timesheet
        • Tasks
        • Cases
        • Projects
      • Sales
        • Contracts
        • Deals
        • Classification
    • Administration
      • Dashboard
        • General
          • General
          • Exports
        • Companies/Subsidiaries
        • Departments
        • Teams
        • Users
          • Invitations
          • Permissions
        • Widget for website
        • Additional Widget Options
        • Email Inbox
        • Domains and URL's
          • SPF Record
          • DKIM Record
          • Return Path
          • MX Record
      • Deals
        • Account Type
        • Deals
          • Reasons for loss
          • Reasons for cancellation
        • Contracts
          • Types of contract
        • Subscriptions
          • Types of subscription
      • Services
        • Calls
          • Pipeline
          • Reasons for cancellation
        • Projects
          • Project types
          • Reasons for cancellation
        • Cases
          • Reasons for cancellation
        • Tasks
          • Reasons for cancellation
          • Checklist Template
        • Time
          • Types of time
          • Inefficient time ratios
      • Marketing
        • Social Media
          • Schedule of Publications
      • Pipelines
    • Security
  • 🚧Help / Support
    • How to ask for help
    • Changelog
    • Roadmap
    • FAQ
    • API
  • 🔧Resources
    • Docs Portuguese
    • Official website
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  • Utility Menu

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  1. Interface
  2. Overview

Navigation

Introduction to Airdesk's interface.

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Last updated 3 years ago

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The interface is composed by:

Main Menu

In the main menu, you can find the following Airdesk features:

Select

Feature

Logo

When selecting the logo, you will be directed to Airdesk's home page, the Dashboard.

Favorites

Clicking on the icon will display the sidebar with the list of favorites chosen by the user.

Menus and Submenus

On the right side of the logo, you will find the menus which you have permission to access. If you can't view a specific module, you should contact your administrator so that they can give you the access you need.

Utility Menu

In the main menu, you can find the following Airdesk features:

Select

Feature

+

The "+" icon is a shortcut that is always available, allowing you to add any content (that you have permission). The F2 shortcut can also be used.

Omni-Search

The search allows you to quickly search for any data on Airdesk. The F1 shortcut can also be used.

Chronometer

The chronometer allows users to use one or more chronometers. This data can then be converted into a time record.

Alerts

Airdesk alerts appear in this area, listed from newest to oldest.

Activity

Shortcut for all activity in Airdesk's. If you made a mistake, please review your last change.

Inbox

Direct access to the Airdesk inbox, where you can check incoming e-mails and exchanged messages.

Exports

Quick access to the list of exports made in the app, sorted from newest to oldest.

Settings

Access to Airdesk's configurations area.

User

Access to Help menus, Profile, Feedback and other menus.

💻
Main Menu
Utility Menu