Navigating the App
Learn how to navigate Monument's interface — sidebar, global search, quick create, and keyboard shortcuts.
The Sidebar
The left sidebar is your primary navigation. It provides quick access to every major area of Monument:
- Dashboard — your personalised overview with widgets
- Projects — view and manage all projects
- Schedule — the interactive planning view with Gantt and resource lanes
- Time — the time tracking calendar and timer
- Invoices — create and manage invoices, quotes, and purchase orders
- Reports — custom reports and saved views
- Contacts — clients, consultants, and suppliers
- Resources — team members and resource pools
- Expenses — track project and staff expenses
The sidebar collapses to icons on smaller screens. Click the menu icon to expand it.
Global Search
Press Ctrl+K (or Cmd+K on Mac) to open global search. From here you can:
- Search for projects, tasks, contacts, or resources by name
- Jump directly to any page in the app
- Find recent items you've worked on
Start typing to filter results, then use arrow keys and Enter to navigate.
Quick Create
The + button in the top navigation bar lets you quickly create common items without leaving your current page:
- New project
- New time entry
- New contact
- New expense
- New invoice
Quick create is also accessible via keyboard shortcut — check the Keyboard Shortcuts reference for the full list.
Breadcrumbs and Context
When you're inside a project or feature, breadcrumbs at the top of the page show where you are in the hierarchy. Click any breadcrumb to navigate up.
The Property Panel
Many views in Monument use a property panel — a slide-out panel on the right side that shows details for a selected item. Click a task, allocation, or resource to open its property panel without leaving the current view.
The property panel typically has tabs for:
- Overview — key details and summary
- Info — editable fields
- Dependencies — linked items
- Custom Fields — user-defined fields
- Notes — free-text notes and comments
User Menu
Click your avatar in the top-right corner to access:
- Account settings — update your profile, password, and preferences
- Company settings — configure organisation-wide options (admin only)
- Sign out — end your session