With our new Nexus site, we have some updates to our UI that have changed how you navigate the site. This article goes over those changes; we also have a short video overview which you can view here:
We’ve simplified your page header and moved your navigation to a new sidebar – this super functional section appears on every page but can be easily minimized to control your view, so it best suits your project workflow.
You still have easy access to your Homepage, Projects, Items, Time, Quotes, Invoices, Staff, Clients, Notes, Reports, and Settings. If you’re on our Advanced Plan, your Custom Links will also appear in the side navigation now.
In the minimized view of this panel, clicking on an icon will take you to the main page for that section. In the expanded view of this panel, you can also choose to expand sections and then click on a sub-page of navigation.
Additionally, all sections have the ability to add a new instance of that section directly from the subsection of the menu - just hover over that section and click the "+Add" button:
Deleted Projects/Items/Quotes/Invoices can now be found by clicking the ellipsis next to that section and then clicking on the "Deleted" menu option that appears:
Our Quotes and Invoices subsections also now feature easy links to view Accepted or Declined Quotes, and Current or Paid Invoices:
The Navigation Bar isn’t the only revamped layout in Nexus – we’ve also further refined our Project Details Page! All your main sections—Details, Insights, Items, Messages, and Private Notes — are now separate tabs at the top of the page. No more scrolling to get to the section you want; just a quick click and you’re there!
Additionally, both the Items list page and the Timesheet page are now available. The revamped Items List page replaces the Tasks List page from Classic. Both the Items List page and the Projects List page feature new filtering and grouping options for your work lists. Easily filter by Workstage to view only the work you want to view or use the Grouping tool to group your Projects/Items in the way that best works for you.
If you have any questions about any of this please feel free to ask our Support team!