App navigation

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In short: The vertical Navigator on the left is your main tool for switching between key areas in Timebook. It gives you access to Workplace information, personal resources, Product and Team spaces, templates, downloads, and the help section. Meanwhile, the top bar navigation offers detailed control within each selected module or object, allowing you to manage tabs, bookmark items, open drawers, and more.

The Navigator

Our goal with Timebook is to create a platform that enables you and your team to work with greater focus and minimal context switching. While Timebook includes multiple modules and components, its simple navigation is designed to help you manage product development with less effort.

The key to moving around Timebook is to use the Navigator on the left to select one of the main modules. Once inside a module, you’ll find a range of options on the right side of the screen within your working area. Additionally, Timebook navigation features help you quickly return to your favorite or recently visited pages.

The collapsible pane on the left is what we call the Navigator.

The Navigator gives you quick access to essential tools and settings, including Workplace preferences, personal customization, bookmarks, global search, quick actions, Team spaces, templates, and the help section.

Additionally, you can easily view rolled-up data from specific Timebook modules. For example, opening the [Projects] module lets you see all Projects across all Teams in your Workplace. Explore the rest of this article to learn how to navigate Timebook more efficiently.

The Navigator includes a convenient [Hide/Show Navigator] button. Use it to toggle between focusing on navigation or giving more screen space to your working area.

Collapse the Navigator for an uncluttered workspace, and expand it whenever you need quick access to the sections and options listed below.

Workplace menu

The Workplace menu is your go-to area for accessing key options and settings that help you personalize and manage your Timebook environment. The menu includes the following options:

Open the Workplace menu to find the key options and settings.

Workplace menu option	How to use it
Preferences	Adjust personal settings to enhance your Timebook experience, including notification settings and default behaviors. For more information on available options, see this dedicated section: Preferences
Appearance	This section lets you customize Timebook’s appearance with a toggle for light/dark mode or an auto-detect option that adjusts to your device’s system preferences. You can also personalize your Navigator by selecting which sections and modules to display. Simply use the checkboxes to choose what appears in your Navigator—these changes are personal and won’t impact other Workplace members.
Workplace settings	Manage key configurations at the Workplace level, including permissions, member roles, external integrations, and other organizational settings. This area is primarily intended for Owners and Admins, who will have access to additional content and controls. For more information on available options, see this dedicated section: Workplace settings
Switch Workplace	This option lets you switch between Timebook Workplaces where you’re a member. Each email address can only be linked to a single Workplace, but you can join multiple using different emails—a great feature for those working across organizations. Select one from the dropdown, and Timebook will reload with that Workplace’s contents. You can also create a new Workplace by clicking the [New Workplace] button and registering with a different email address.
Sign out	Use this option to log out and keep your Timebook content safe. See you next time!

Quick access and creation

The quick access and creation tools are here to make your workflow smoother and faster. Whether you’re looking for something specific, returning to a frequently visited spot, or quickly creating a new Timebook object, these options put everything within easy reach:

Browse Timebook content, access your favorites, and create objects directly from the Navigator.

Quick access option	How to use it
Global search	This search lets you find anything across your entire Workplace without going to individual modules. Type a keyword in the search bar, and Timebook will suggest matching items. Use the filters below the bar to narrow your search to specific object types, such as Projects or Documents. Click on any result to jump directly to the related Timebook item. NOTE: When filtering results by [Item], the exact item type, such as “Goal” or “Story,” will be displayed next to each result.
Bookmarks	This module is your spot for quick access to all your favorite Timebook objects. Here, you’ll find every object you’ve bookmarked neatly organized in one place. Click on any bookmark to jump straight to its related object. To tidy up, use the [Remove from Bookmarks] button next to an object’s name to keep your list of favorites trimmed. For more information, see Bookmarks & pins
Recently visited	This section helps you quickly return to the last few objects you worked on in Timebook. Open the section to see a list of the five most recent objects you interacted with. If you need to look further back, click [Show more] to expand the list to ten items.
Fast create	Use this button to create the most popular Timebook objects instantly. The following object types are available: events, Work Items, Goals, Opportunities, Tickets, and Documents.

For quick access to the global search, press the [G] key twice from anywhere in Timebook to launch the search bar instantly.

Personal resources

The upper part of the Navigator provides quick access to your personal resources, keeping essential tools within easy reach. Here, you can manage tasks and your schedule in [My Work], stay updated via [Notifications], and quickly access your frequently used items:

Access your work, schedule, notifications, and pinned items using the Navigator.

Module	How to use it
My Work	This module is your personal space for tracking and managing tasks, documentation, and notes relevant to you. Organized into tabs, it helps you stay on top of assigned tasks, work you’ve created, items you’re following, and shared documentation. For more details on how to use this module, see My Work One key tab within [My Work] is [Agenda], a powerful scheduling tool. Unlike a standard calendar, it offers advanced scheduling features designed to streamline your workflow. Whether you prefer automated scheduling or a hands-on approach, it helps you plan effectively. For an in-depth look at its features, see Agenda module
Notifications	In this module, you’ll receive updates on calendar events, invitations, shared objects, work assignments, mentions in comments, and more. Each new notification increases the counter beside the module’s icon, letting you know how many items may need your attention. Notifications are organized into tabs, making it easy to view specific types of updates. For more information, see Notifications
Pinned items	This section in the Navigator provides quick access to the objects you use most frequently. Once added here, these items stay available on the left side of your screen, allowing you to jump to them instantly, no matter where you are in Timebook. For more information, see Bookmarks & pins

Your organization’s resources in Timebook

The central and largest part of the Navigator presents data from across your organization, categorized by type and purpose. The first section, Workplace, provides quick access to your company’s Products and Teams, giving you a structured overview of product work.

In the Strategy section, you can manage high-level Goals across your organization and visualize plans and milestones with Roadmaps, which can pull in various data sources to track progress from multiple angles.

The Discovery and Delivery sections focus on identifying product development opportunities and managing the work involved in testing and implementing solutions. From Inbox Tickets and Interviews to Work Items and Sprints, these sections cover everything related to shaping your product.

The Resources section houses all collaborative content within your Workplace, from company-wide Wiki pages to team-based Documents and Files.

The Team Spaces section provides quick access to dedicated workspaces for specific groups in your organization. Each Team space offers a focused area for collaboration, updates, and organizing work. Teams contain only items and information relevant to their members rather than the entire organization. Inside, you’ll find modules configured to match the Team’s workflow.

Use the central part of the Navigator to access your organization’s data stored in various modules.

Most modules that you can access directly from the Navigator display a rolled-up view of related data across your entire Workplace. For example, selecting [Sprints] in the [Delivery] section will show you all Sprints from all Teams in one place.

If you prefer a more focused view, you can navigate to the [Sprints] module within a specific Team to see only that Team’s Sprints.

Section in the Navigator	How to use it
Workplace	Quickly access company-wide Products and Teams to stay informed about overall work distribution and team structures.
Strategy	Define and track strategic priorities with Goals, ensuring alignment across the organization. Use Roadmaps to plan and visualize long-term objectives.
Discovery	Collect and analyze valuable Insights from Inbox Tickets and interviews to create opportunities that will help you make informed product decisions.
Delivery	Manage execution by tracking work in Projects, organizing development cycles in Sprints, and structuring tasks with Work Items.
Resources	Centralize and organize shared knowledge with Wiki, collaborate effectively using Documents, and store essential Files for easy access.
Team spaces	Focus on team-specific workspaces that streamline collaboration. These spaces allow members to track tasks, share updates, and manage their workflow efficiently. For more information, see Team navigation

You can personalize your Navigator by selecting which sections and modules to display using the Appearance settings in the Workplace Menu.

Templates, downloads, help

The lower part of the Navigator provides quick access to essential tools and resources, including templates, downloads, and help. These options save you time by keeping frequently needed resources right at your fingertips and connecting you to the knowledge you need.

Don't miss the options in the lower part of the Navigator.

Additional module	How to use it
Template Center	This module allows you to create and reuse Document templates, helping you streamline repetitive documentation work and maintain consistency. Save time by accessing ready-made templates or designing your own for frequently used document formats. For more information on how to reuse Documents, see Template Center
Download menu	Use the options in this section to download the Timebook’s desktop app and Timebook plugins for use in external applications. This section makes it easy to set up Timebook on your computer and integrate it with other tools you use.
Help & support	This section is your go-to for assistance and resources. Here, you can contact us to submit feedback or report issues, access the Knowledge Base (that you’re reading right now) and Release Notes for detailed guidance, and reset the in-app Timebook tips whenever you need a refresher. This area ensures you have all the support you need to make the most of Timebook.
Invite members	This button is visible only to Workplace Owners and Admins. As an Owner or Admin, you can use this button to start the Workplace invitation flow. For more information, see Adding Workplace members

If you’re a Workplace Owner or an Admin, you’ll see an additional icon in the lower part of the Navigator.

This icon is a convenient shortcut for inviting more people to join your Workplace. Click it to access the invitation options. For more information on how the invitation process, see Adding Workplace members

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Top bar navigation

While the Navigator on the left lets you switch between different levels and modules, the top bar in Timebook provides additional navigation for managing and accessing more specific options within a module or object. This horizontal navigation bar allows you to move through tabs, pin or bookmark items, and open drawers for individual objects, keeping everything you need within reach.

The elements of the top bar navigation in a Project.

The top bar’s options adapt based on the module you’re in, offering flexible ways to work within each area. For example, you can adjust the Agenda view, switch between modules within a Team, navigate tabs within Timebook objects, bookmark a Document, or return from a selected object to the full list view. This targeted navigation helps you stay organized regardless of the module.

When viewing Team content, you can click on the name of the Team in the top bar to access its settings. For more information, see Team settings

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Articles in this section

Bookmarks & pins

Keep all frequently used content organized and within easy reach.

My Work

Stay on top of your work, personal notes, and the resources other shared with you.

Notifications

Manage updates, mentions, and invitations from one location.