Navigating Upbase

  1. Workspace name. Click the dropdown arrow next to the workspace name to see the list of workspaces you are in. From this dropdown menu, you can switch to another workspace or create a new workspace.
  2. Schedule, My Tasks, and Chat page.
  3. Your folders and lists. You can change the position of a list by dragging and dropping it upward, downward, or into or out of a folder.
  4. Settings.
  5. List name. Click on the dropdown arrow next to the list name to view the list menu.
  6. Tools menu within each list.
  7. Members page. You can view tasks assigned to any member on this page.
  8. Chat notifications.
  9. Other notifications, excluding Chat.
  10. Your avatar. Click on it to open the settings menu.
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