How do I use the dashboard switcher and sidebar?

Short answer

Use the dashboard switcher to move between major work areas, then use the sidebar inside each dashboard to open the pages available to your role and plan.

Learn moreWhy am I missing a button or page?What should I do the first time I log in?

Dashboard switcher

  • The nine-dot menu separates larger ORCHESTRIS work areas such as Planner, CRM, Tasks, Campaigns, and Meetings.
  • Some dashboards may appear only for certain roles, workspace plans, or beta feature access.
Learn moreWhy am I missing a button or page?

Sidebar navigation

  • The sidebar opens the pages inside the current dashboard.
  • Collapsed sidebar mode keeps the workspace compact while still showing icons and hover labels.
  • If a page is not available, confirm the workspace plan and your role permissions.
Learn moreWhy am I missing a button or page?

Best practice

  • Use the Planner dashboard for events, timelines, documents, photobooth, and event readiness.
  • Use CRM when you are managing leads, forms, boards, automations, and sales workflows.
  • Use Tasks, Campaigns, and Meetings as they become available during beta expansion.

Related articles

Why am I missing a button or page?Learn moreWhat should I do the first time I log in?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.