> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stage3.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Main Menu Navigation

> Learn how to navigate Stage3 like a pro

## 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.

## 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.

### Main Menu Sections

<CardGroup cols={2}>
  <Card title="Dashboard" icon="house">
    Your home base showing your tasks, workflows, shared resources, and team overview.
  </Card>

  <Card title="Process Framework" icon="diagram-project">
    Access your business processes and workflows. Expandable to show Business Processes and My Workflows.
  </Card>

  <Card title="Tasks & Work" icon="list-check">
    Manage and track tasks across your team. Expandable to show My Tasks and Team Tasks.
  </Card>

  <Card title="AI Chat" icon="robot">
    Get instant help and insights using the AI assistant.
  </Card>

  <Card title="Administration" icon="gear">
    Manage users, settings, and system configuration. Expandable to show Team Settings, AI Master Prompts, and Workflows Templates.
  </Card>
</CardGroup>

<Note>
  The Administration section is typically only visible to users with Owner or Administrator roles.
</Note>

### 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.

## Top Navigation Bar

The top bar provides quick access to important features:

### 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

<Tip>
  The platform tour is especially helpful for new users and only takes a few minutes to complete.
</Tip>

### 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

<Note>
  A badge or indicator on the bell means you have unread notifications.
</Note>

## Bottom Sidebar Elements

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

### 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

### 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

<Warning>
  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.
</Warning>

## Navigating Between Sections

Moving around Stage3 is straightforward:

<Steps>
  <Step title="Click a main menu item">
    Click any section in the left sidebar (Dashboard, Process Framework, etc.) to navigate to that area.
  </Step>

  <Step title="Expand sections with subsections">
    Click the arrow (>) next to Process Framework, Tasks & Work, or Administration to see subsections.
  </Step>

  <Step title="Select a subsection">
    Click on any subsection (like "My Tasks" or "Business Processes") to view that specific area.
  </Step>

  <Step title="Use the Dashboard as home base">
    Click "Dashboard" at any time to return to your overview page.
  </Step>
</Steps>

## Understanding Menu Organization

The sidebar menu is organized by function:

### Personal Work

* **Dashboard**: Your personal overview
* **My Tasks**: Tasks assigned to you
* **My Workflows**: Workflows you're participating in

### Team Collaboration

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

### Process Management

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

### Support and Configuration

* **AI Chat**: Instant AI assistance
* **Administration**: System settings and management

<Info>
  What you see in the menu depends on your role. Members, Administrators, and Owners may see different options.
</Info>

## Navigation by Role

The menu sections you can access depend on your user role:

### Members Typically See

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

### Administrators See

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

### Owners See

* Everything Administrators see
* Full Administration access
* Team Settings
* All configuration options

<Tip>
  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.
</Tip>

## Navigation Tips

**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.

## 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

## 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.

## Next Steps

<CardGroup cols={2}>
  <Card title="Dashboard Overview" icon="chart-line" href="/getting-started/dashboard-overview">
    Learn how to use your dashboard effectively
  </Card>

  <Card title="Quick Start Guide" icon="rocket" href="/getting-started/quick-start">
    Get up and running with the platform in 5 minutes
  </Card>

  <Card title="Understanding Roles" icon="users" href="/getting-started/understanding-roles">
    Learn about user roles and what you can do
  </Card>

  <Card title="AI Chat Assistant" icon="robot" href="/ai-features/ai-chat">
    Master the AI assistant for quick help
  </Card>
</CardGroup>