Module 1 of 12 · Getting started · Lesson 2 of 7

Find your way around the screen

The icon rail, the page finder, search, the top bar and the two menu styles, on a computer and on a phone.

6 minBeginnerFor: Agency owner or manager, Team memberLast checked 14 Nov 2026

Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

ItzSEO has many pages, so the menu groups them into hubs. This lesson shows the fastest ways to reach any page, and how to switch to the older single-list menu if you prefer it.

By the end you can

Open any hub from the icon rail
Jump to a page by typing its name
Switch between the Hubs and Classic menu styles
Use the bottom bar on a phone

Screens used

Steps

1
Look at the icon rail
On: /projects
On a computer the left edge shows a rail of icons: Home, Messages, SEO, Content, Websites, Marketing, Clients, Academy, Community, Commerce, Ops and Settings. Click one and a short menu for that hub opens beside it.
You should see: Clicking Ops shows a menu that includes Projects, Workload, Workflows and HRMS.
2
Find a project's pages
On: A project
Open a project from Projects. Its pages are spread across the hubs by subject: SEO has Dashboard, Keywords, Pages, Audits, Backlinks, AI Search and Answer Engine; Content has Content; Websites has Web Design; Clients has Engagements; Ops has Tasks, Standups, Notes, Members and Project settings. The project's name stays at the top of the menu, with All projects to leave it.
You should see: With a project open, clicking SEO shows that project's Keywords and Audits.
3
Jump to a page by name
On: /projects
At the bottom of the hub menu there is a Find a page… box. Type part of a page name, for example "funnels" or "payment", and choose the result. It also knows the older menu names.
You should see: The page you typed opens without hunting through the hubs.
4
Search everything
On: /projects
Press the Search button in the top bar to look something up without leaving the page you are on. On a keyboard press Ctrl + K (or ⌘ K on a Mac) to open it from anywhere.
You should see: A search box opens in the middle of the screen.
5
Know the top bar
On: /projects
The top bar shows the page you are on and a few always-there buttons: Clock In for attendance, Chat to jump to Messages, the bell for notifications, and your photo for your account.
You should see: You can name each button in the top bar.
6
Switch the menu style
On: /settings/account
Open Settings, then Account, and find Navigation style. Hubs is the icon rail. Classic is one long list with every page. Both open exactly the same pages, so pick the one you find easier. From the icon rail you can also press the dashed Classic button at the bottom to switch back in one click.
You should see: The left menu changes layout straight away and no data changes.
7
On a phone
On: /projects
On a phone the menu becomes a bar at the bottom with a few tabs, such as Projects, Messages, My Task, Notification and More. Everything that does not fit sits under More. The tabs you see depend on your role.
You should see: Tapping More shows the rest of the pages in groups.

Tips

Bookmarks and shared links work the same in both menu styles.
The lessons in this course name the hub for each page. In the Classic menu, look for the same page name in the single list.
The menu style is your own setting. Changing it does not change what your teammates see.

Troubleshooting

A page a colleague mentioned is not in your menu.: Your role does not include it. Ask the workspace owner; menus only show what you are allowed to open.

One row per shot, in the same order as the guide. Estimated length 3:39, recorded signed in as Owner. Use made-up data only. How to record

0:00Title card

Say: Find your way around the screen. The icon rail, the page finder, search, the top bar and the two menu styles, on a computer and on a phone.

Hold until you see: Lesson title on screen for three seconds.

0:20Step 1: Look at the icon rail (/projects)

Say: On a computer the left edge shows a rail of icons: Home, Messages, SEO, Content, Websites, Marketing, Clients, Academy, Community, Commerce, Ops and Settings. Click one and a short menu for that hub opens beside it.

Hold until you see: Clicking Ops shows a menu that includes Projects, Workload, Workflows and HRMS.

0:43Step 2: Find a project's pages (A project)

Say: Open a project from Projects. Its pages are spread across the hubs by subject: SEO has Dashboard, Keywords, Pages, Audits, Backlinks, AI Search and Answer Engine; Content has Content; Websites has Web Design; Clients has Engagements; Ops has Tasks, Standups, Notes, Members and Project settings. The project's name stays at the top of the menu, with All projects to leave it.

Hold until you see: With a project open, clicking SEO shows that project's Keywords and Audits.

1:17Step 3: Jump to a page by name (/projects)

Say: At the bottom of the hub menu there is a Find a page… box. Type part of a page name, for example "funnels" or "payment", and choose the result. It also knows the older menu names.

Hold until you see: The page you typed opens without hunting through the hubs.

1:40Step 4: Search everything (/projects)

Say: Press the Search button in the top bar to look something up without leaving the page you are on. On a keyboard press Ctrl + K (or ⌘ K on a Mac) to open it from anywhere.

Hold until you see: A search box opens in the middle of the screen.

2:04Step 5: Know the top bar (/projects)

Say: The top bar shows the page you are on and a few always-there buttons: Clock In for attendance, Chat to jump to Messages, the bell for notifications, and your photo for your account.

Hold until you see: You can name each button in the top bar.

2:26Step 6: Switch the menu style (/settings/account)

Say: Open Settings, then Account, and find Navigation style. Hubs is the icon rail. Classic is one long list with every page. Both open exactly the same pages, so pick the one you find easier. From the icon rail you can also press the dashed Classic button at the bottom to switch back in one click.

Hold until you see: The left menu changes layout straight away and no data changes.

2:57Step 7: On a phone (/projects)

Say: On a phone the menu becomes a bar at the bottom with a few tabs, such as Projects, Messages, My Task, Notification and More. Everything that does not fit sits under More. The tabs you see depend on your role.

Hold until you see: Tapping More shows the rest of the pages in groups.

3:22End card

Say: That is find your way around the screen. The written steps are on this lesson's page in the ItzSEO course.

Hold until you see: End card with the lesson link.