Customize Your Sidebar Menu: Add Features, Reports & More

At Deskworks, we're always rolling out new features and reports—but we don't automatically add them to your sidebar. Why?

Because we believe you should control what your team sees.

Whether you want a clean, minimal setup or quick access to every tool available, the “Add Anything” Sidebar gives you the power to add, remove, rename, and rearrange sidebar items to match how you work.

Here’s how to manage your sidebar and add new reports or features as they’re released.

Managing Your Sidebar

To manage what appears in your sidebar:

1. Go to SETUP > TASKS

This is where you’ll see a list of all your current sidebar links (called “tasks”).

2. Each task can be edited by clicking the pencil icon on the right side of the list.

From there, you can:

• Change the display name (how it appears in your sidebar)
• Adjust the position to reorder where it shows up
• Set permissions for who can access it, based on user role

Creating a Group Heading

Group headings are the top-level sections in your sidebar—like “USAGE” or “REPORTS.” These are clickable headers that expand to reveal related tasks beneath them. They help organize your sidebar and make it easier for users to find what they need.

These headings will appear in your site’s brand color on the TASKS page (shown in green in the example above).

To create a Group heading:

1. Go to SETUP > TASKS
2. Click the pencil icon next to the task you want to turn into a Group
3. In the task settings, check the box for "Is Group?

Adding a New Report or Feature

1. Go to SETUP > TASKS
2. Scroll to the bottom of the page and click ADD +
   

3. Fill out the details for your new task:
   • Position: Controls where the task appears in your sidebar menu. 
     • Tasks are listed in number order on the TASKS page. 
     • Enter the number where you'd like this task to appear. If you choose a number that’s already in use, Deskworks will automatically move that task—and any tasks below it—down to make room.
   • Name: What you want it to be called in the sidebar
   • Task URL: The link to the report or feature 
     • You can choose from this list of Task URLs available to all plans
     • Or use any valid URL to link users to external resources (e.g. print guides, virtual mail portals, event listings, CRMs, etc.)
   • Permissions: Decide who should have access (by role)

Not Sure What You Should Have on the Sidebar?

If you're not sure whether you've added all the tools or reports available to your plan:

• Reach out to your Account Manager to talk through what’s available
• Or simply submit a support ticket and we’ll be happy to help