Navigating the app

Tormano uses ONE left sidebar plus tabs inside pages. That is the whole system: sidebar item first, then a tab strip at the top of the page for that area's views. Nothing is buried deeper than two clicks.

The left sidebar

Items are grouped into labeled bands, top to bottom:

• My Work - Home (your daily driver dashboard), Inbox (notifications), and Tasks (board + activity log)
• Records - the people and companies your work revolves around: Contacts (called Donors on the Nonprofit edition), Companies (Organizations on Nonprofit), and Custom Objects
• Sales (B2B) - Deals, Documents (proposals, quotes, contracts, e-signature), and Products
• Fundraising (Nonprofit) - Donations, Campaigns, Grants, and Documents
• Programs (Nonprofit) - Events, Volunteers, Memberships, and Programs
• Engage - Email, Calls, Messages (SMS + WhatsApp), Meetings, Marketing (Outreach on Nonprofit), and Support
• Insights - Reports and Intelligence (AI insights, scoring, sentiment)
• System - Automation and Data (imports, files, duplicates, quality, enrichment)

Settings lives at the bottom of the sidebar and has its own navigation (Personal, Workspace, Data, Integrations, and Fundraising on Nonprofit).

Tabs inside pages

Clicking a sidebar item opens that area's main page with a tab strip across the top. For example, Donations shows tabs for Pledges, Recurring Gifts, Tax Receipts, Statements, and Funds; on Nonprofit, Donors shows Households and Relationships; Deals shows Pipeline, Analytics, Approvals, and Forecasting. The tabs are the second (and last) level of navigation.

Top bar

• Search / command bar - press Cmd+K (or Ctrl+K) to jump to any page, tab, setting, or record
• Quick Create (the + button) for one-click record creation
• Help menu (the ? icon) for articles and support
• Notifications bell - opens your Inbox
• Avatar dropdown for Settings, Help & Support, and Sign Out

Tips

• Customize sidebar (bottom of the sidebar) lets you hide items you never use.
• Admins can hide entire modules for the whole organization under Settings > Workspace > Features (hidden modules disappear from the sidebar, tabs, and command bar; data and direct links keep working).
• Set your own default landing page (where you arrive after sign-in) under Settings > Personal > Profile.
• The sidebar collapses to icons with the chevron at the top.
• The dashboard at /home is a customizable starting point. You can add or remove widgets.
• Most list pages remember your last filter and column choices via Saved Views.