You can personalize the position of the menu in your dashboard, allowing you to organize your project management tool according to your preference. You can either keep the menu in the left sidebar or integrate it into the Mainflow CRM menu for seamless access.
In this guide, we’ll walk you through how to customize the position of Mainflow.
First, go to your mainflow and select Settings>Feature & Module. Here the Menu Position option is available.
Select the Settings of Menu Position.
Append In Mainflow Menu #
If you prefer to keep Mainflow within the CRM menu, select the Append in CRM Menu option. This ensures easy access to Mainflow within your existing CRM tools.
Show as Standalone #
To display Mainflow as a standalone option in your dashboard’s left sidebar, select Show as Standalone then choose the Menu Position Priority to adjust its placement in the menu.
Once you’ve made your selection, click Save Settings to apply the changes.
Now, your Mainflow workspace is positioned just how you need it! If you have any questions, feel free to reach out for assistance.