How to Navigate Work Desk
Work Desk is organized into three panels that work together to keep everything you need in one place. Here's how to move around.
The Three-Panel Layout
Left — Client Queue
Your prioritized list of assigned work. Click any client tile to load their workflow in the main panel.
Center — Main Workspace
The primary working area. This is where you complete tasks, view workflow progress, read notes, and access client history. Four tabs sit at the top:
Workflow — the default view; shows the active workflow and task list for the selected client
Workflow Timeline - timeline of completed and active workflows for selected client
Notes — all notes for this client, filterable by type
History — activity history (coming soon)
Attachments — client file attachments (coming soon)
Right — Details Panel
A sliding panel that appears when you open a task, fill out a form, or view client details. It keeps supporting information visible without replacing what you're working on. Close it at any time using the × button.
Common Navigation Actions
Open a client's workflow — click their tile in the Client Queue
Open task details — click "See Details" on any task; the right panel slides open
Open a form — click into a form task; the form loads in the right panel
View client details — click the View Details button in the client banner at the top of the main panel
Close the right panel — click the × in the top corner of the panel
On smaller screens: The Client Queue collapses automatically to give the main workspace more room. You can still access the queue to switch clients.