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Understanding the Layout

Stage3 has a simple, consistent layout that makes it easy to find your way around. Once you understand the main sections, you’ll navigate with confidence. The interface has three main areas: the left sidebar menu, the top navigation bar, and the main content area in the center.

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The Left Sidebar Menu

The sidebar is your primary navigation menu. It’s always visible on the left side and contains links to all major sections of the platform.

Dashboard

Your home base showing your tasks, workflows, shared resources, and team overview.

Process Framework

Access your business processes and workflows. Expandable to show Business Processes and My Workflows.

Tasks & Work

Manage and track tasks across your team. Expandable to show My Tasks and Team Tasks.

AI Chat

Get instant help and insights using the AI assistant.

Administration

Manage users, settings, and system configuration. Expandable to show Team Settings, AI Master Prompts, and Workflows Templates.
The Administration section is typically only visible to users with Owner or Administrator roles.

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Expandable Menu Sections

Three menu items have expandable subsections indicated by an arrow (>) icon: Process Framework
  • Business Processes
  • My Workflows
Tasks & Work
  • My Tasks
  • Team Tasks
Administration
  • Team Settings
  • AI Master Prompts
  • Workflows Templates
Click the arrow icon or the section name to expand and see these subsections.

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Top Navigation Bar

The top bar provides quick access to important features:

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Show Tour Button

Located in the top-right corner, the “Show Tour” button provides a guided walkthrough of the platform’s features. How to Use It
  • Click “Show Tour” at any time
  • Follow the interactive guide through key features
  • Exit the tour whenever you want
  • Restart it later if needed
The platform tour is especially helpful for new users and only takes a few minutes to complete.

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Notifications Bell

The bell icon in the top-right corner shows your notifications. What You’ll See
  • New tasks assigned to you
  • Workflow updates
  • Processes shared with you
  • Comments and replies
  • System announcements
Managing Notifications
  • Click the bell to see all notifications
  • Click any notification to go to that item
  • New notifications appear automatically
A badge or indicator on the bell means you have unread notifications.

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Bottom Sidebar Elements

At the bottom of the left sidebar, you’ll find:

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User Menu

Your name (e.g., “Braulio”) appears at the bottom with a dropdown arrow. Accessing Your Profile
  • Click your name to open the user menu
  • Access profile settings
  • View account information
  • Sign out options

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Configuration Alerts

You may see alerts or warnings at the bottom of the sidebar, such as:
  • “Configure AI API Keys” - Prompts to set up AI features
  • System notifications
  • Important configuration reminders
If you see a yellow notification about “Configure AI API Keys,” you may need administrator privileges to complete the setup. Contact your system administrator if needed.
Moving around Stage3 is straightforward:
1

Click a main menu item

Click any section in the left sidebar (Dashboard, Process Framework, etc.) to navigate to that area.
2

Expand sections with subsections

Click the arrow (>) next to Process Framework, Tasks & Work, or Administration to see subsections.
3

Select a subsection

Click on any subsection (like “My Tasks” or “Business Processes”) to view that specific area.
4

Use the Dashboard as home base

Click “Dashboard” at any time to return to your overview page.

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Understanding Menu Organization

The sidebar menu is organized by function:

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Personal Work

  • Dashboard: Your personal overview
  • My Tasks: Tasks assigned to you
  • My Workflows: Workflows you’re participating in

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Team Collaboration

  • Team Tasks: All tasks across the team
  • Shared Resources: Files and documents shared with you

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Process Management

  • Process Framework: Core business processes
  • Business Processes: Organization-wide processes
  • Workflows Templates: Pre-built workflow patterns

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Support and Configuration

  • AI Chat: Instant AI assistance
  • Administration: System settings and management
What you see in the menu depends on your role. Members, Administrators, and Owners may see different options.
The menu sections you can access depend on your user role:

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Members Typically See

  • Dashboard
  • Process Framework (Business Processes, My Workflows)
  • Tasks & Work (My Tasks, Team Tasks)
  • AI Chat

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Administrators See

  • Everything Members see
  • Additional options in Administration section
  • Workflows Templates
  • AI Master Prompts

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Owners See

  • Everything Administrators see
  • Full Administration access
  • Team Settings
  • All configuration options
If you don’t see a menu option, it likely means your role doesn’t have access to that section. Contact your workspace Owner if you need additional access.
Use the Dashboard as Your Starting Point
The Dashboard gives you a complete overview. Start there each day to see what needs your attention. Expand Sections to See More Options
Don’t forget that Process Framework, Tasks & Work, and Administration have subsections. Click the arrow to reveal them. AI Chat for Quick Help
Instead of searching through menus, try asking the AI Chat. It can guide you to the right section or answer your questions directly. Check Notifications Regularly
Click the notification bell to stay updated on tasks, workflows, and important changes. Take the Tour
If you’re ever unsure where something is, click “Show Tour” to get a guided walkthrough of the platform.

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Mobile Navigation

On phones and tablets, the navigation adapts to smaller screens: Mobile Menu
  • Tap the hamburger icon (three lines) to open the sidebar menu
  • Menu slides in from the left
  • Tap outside the menu to close it
  • All the same sections as desktop
Mobile Tips
  • Swipe from the left edge to quickly open the menu
  • The Dashboard is optimized for mobile viewing
  • All sections stack vertically for easy scrolling

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Common Navigation Mistakes

Not Expanding Subsections
Remember that Process Framework, Tasks & Work, and Administration have subsections. Click the arrow (>) to see all available options. Overlooking the AI Chat
The AI Chat can answer questions and guide you to the right place. Use it when you’re not sure where to find something. Ignoring the Dashboard
The Dashboard is designed to be your home base. Start there to see what needs your attention. Missing Configuration Alerts
Check the bottom of the sidebar for important alerts like “Configure AI API Keys” that may need your attention.

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Next Steps

Dashboard Overview

Learn how to use your dashboard effectively

Quick Start Guide

Get up and running with the platform in 5 minutes

Understanding Roles

Learn about user roles and what you can do

AI Chat Assistant

Master the AI assistant for quick help