Finding Your Way Around
Everything in hrglass is reachable from the two rows at the top of the screen. Here’s what’s where.
The Main Menu
Section titled “The Main Menu”The top row holds the pages you’ll use every day:
- Dashboard: your overview. See Your Dashboard.
- Clients
- Projects
- Tasks
- Invoices
- Timer
The Second Menu
Section titled “The Second Menu”The row underneath has the rest of your tools:
- To-Do: your personal to-do list.
- Calendar: deadlines and due dates by month or week.
- Estimates
- Expenses
- Services: your list of set-price services.
- Reports
On a Team plan, you’ll also see My Dashboard, your personal view of the work assigned to you. Owners, admins and expense approvers also see Approvals.
Start Timer and Add New
Section titled “Start Timer and Add New”On the right of the second row:
- Start timer starts a Timer from any page. See Starting and Stopping Timers.
- Add New opens a menu to create something without leaving the page you’re on: New Client, New Contact, New Project, New Task, New Invoice, New Expense or New Estimate.
The Top Right Corner
Section titled “The Top Right Corner”- Search: find anything in your workspace. Press ⌘K on a Mac or Ctrl+K on Windows. See Searching Everything.
- Workspaces: switch between workspaces, if you have more than one.
- Notifications: the bell shows new activity, like an approved timesheet or a payment. See The Notification Bell.
- Settings: the gear icon. Business details, invoice settings, payment methods, taxes and more.
- Your photo: opens your account menu.
Your Account Menu
Section titled “Your Account Menu”Click your photo or initials to see your name, email and role. During your free trial, it also shows Free Trial Mode and a Purchase a Plan link.
From here you can open:
| Item | What it’s for |
|---|---|
| Profile | Your name, photo, time zone, email and password. |
| Settings | Same as the gear icon. |
| My Dashboard | Team plans only. Your own work, in one place. |
| Owner Settings | Team plans only, for the workspace owner. |
| Feedback | Tell us what you think. |
| Report a Bug | Something not working? Let us know. |
| Deleted Items | Restore anything you deleted in the last 30 days. |
| Sign out | Sign out of hrglass. |