Navigation & Quick Actions

Runnit’s authenticated pages share one global header and one sidebar. The page title and page-specific controls change as you move around, while the create, chat, and notification controls remain available.

The header shows the current page title on the left. Controls such as view switchers, Edit dashboard, or Manage columns appear beside it when they apply to the current page.

The right side contains four global controls:

+ New: create a project or task without leaving the current page.
Chat: open the Runnit assistant in a movable, resizable window.
Messages: open the conversation for the page you are on, with access to your other conversations, mentions, and direct messages.
Notifications: open your notification inbox; unread counts appear as a badge on the icon. See Messages & Notifications.

Create a project

Choose + New → New project. If your organisation allows direct project creation, choose between:

Use Brief Builder for a guided brief and resource-planning workflow.
Create empty project to enter a name and optional client, then build the brief, tasks, and team from the project page.

If direct creation is unavailable, Runnit opens Brief Builder immediately. See Projects for the complete workflow.

Create a task

Choose + New → New task, then select its client and project. A name is enough to capture backlog work. Turn on Schedule now to choose assignment, dates, priority, and estimate; the scheduled estimate starts at one day of your organisation’s Daily capacity setting. When you start from a project page, Runnit preselects that project and its client.

After creation, the project normally opens so you can review the task in context. There is one exception: when you create a task from My Tasks and assign it to yourself, the modal closes and My Tasks refreshes without taking you to the project.

Successful creation does not open a confirmation toast. Runnit shows a toast only if there is a conflict, warning, or error that needs your attention.

The options you can select depend on your access to the client and project.

Page-aware chat with Ru

Choose Chat in the header to open Ru, the Runnit Chat Assistant, without leaving your work. On a desktop, drag Ru’s title area to move the window and drag the bottom-right corner to resize it. Runnit remembers the window geometry in your browser. Keep using the page while Ru answers or reads information. If Ru starts changing workspace data, Runnit pauses the page briefly and gives you an Interrupt Ru control to take back editing immediately. The assistant receives the page you opened it from and, on project pages, the relevant project and client context. This makes prompts such as “summarise this project” or “how do I use this page?” useful without repeating the context.

Each page or record keeps its own conversation. Moving to another project or overview swaps to that page’s conversation, and returning restores the earlier one. Use New chat to reset it or Expand to continue in the full chat workspace. See Chat Assistant for media generation and feedback submission.

The sidebar groups the main product areas by who they are for:

Me: Home, My tasks (with a count of your open tasks), My time (when time tracking is enabled), My expenses (when expense tracking and your claim permission are enabled) and My chats, which opens your conversations with Ru.
Work: Brief builder, Projects, your master projects (shown with your organisation’s label, for example Campaigns), Schedule, Approvals, Time approvals (for approvers), Clients and Team.
Business: Finance (for anyone with a finance capability) and Insights (owners and administrators). The section is hidden when neither applies to you.
Build: Runnit Studio (with Studio access) and any Studio pages that have been shared with you.

Expand Projects to see your recent active projects; each project has the same colour swatch used on project cards and detail pages.

Settings at the bottom of the sidebar opens a group of configuration pages: Personal (profile, notification preferences, calendar connections), Organisation (owners and administrators), Agents & AI and Developer. The group stays closed until you open it, and opens itself when you are on one of its pages. Help sits beside it.

Choose your initials in the sidebar header to open the account menu. It holds your profile, notification preferences, calendar connections, the light/dark mode switch and Sign out. The chosen theme is saved and applies across the app, including custom Studio widgets.

Choose Collapse sidebar at the bottom when you need more working space. The collapsed sidebar shows icons only, with the name of each page on hover, and choosing Settings there expands the sidebar again.

Personalised menus

An organisation owner or admin can hide optional shortcuts for each person, including themselves, under Team > edit a person > Navigation. Select Save navigation to apply the choices. Home, Team and recovery controls remain available. Hidden shortcuts do not remove feature access, and showing a shortcut does not grant extra permissions. See Choose a person’s menu shortcuts.