Menus and custom items

The Menu and Miscellaneous tabs decide what clients and service workers see, and a few portal options.

What menus and custom items are for

Built-in items can be on or off per audience. A New menu item adds a name and URL. Placeholders {client:field_name} work for clients only.

Where to find it

Open Whitelabeling. Open Menu or Miscellaneous. See Whitelabeling.

How it works

1. Tick built-in items

   The table columns are Menu item, Client and Service Worker. Tick who should see each item.

2. Add a New menu item

   Click New menu item. Enter Name and URL. Confirm with Insert item.

3. Use a client placeholder if needed

   If you have client fields, the dialog lists Available client fields. Insert {client:field_name} in name or URL. Missing values hide the item. A placeholder item cannot be shown to the agency column.

4. Set Miscellaneous

   Optionally tick Clients can create projects. Choose Button rounding and Task URL in notification emails (for embedding on your website, WordPress). Then click Save.

How you define the fields: Client fields.

Options

The placeholder hint is: Use these placeholders in the name and URL. Missing values will hide the menu item.

Permissions and plans

Menu settings need Starter or higher. Starter Client Fields for placeholders needs Pro. See Client fields.

Troubleshooting

The custom item does not appear for a client

Tick the Client column. If you used {client:field_name}, fill that field on the client.

I cannot tick Service Worker on a custom item

A name or URL with a client placeholder is client-only. Remove the placeholder to enable the agency column.