Trellis has two menus that stay visible everywhere in the product: the workspace switcher in the top-left, and the user menu in the bottom-left corner of the sidebar. Between them, you can jump between workspaces you're a member of, open workspace-level settings, access your personal account settings, and sign out.
Workspace switcher
Click your workspace name or icon in the top-left to open the workspace switcher. From here you can:
- See which workspace you're currently in — the header shows the workspace name, avatar, and its plan
- Switch to another workspace you're a member of by clicking its name in the list. The current one is marked with a check
- Open workspace settings by clicking the gear icon in the header. Goes straight to Settings → General where you can update the workspace name, logo, company details, and (as an owner) transfer or delete the workspace
- Set up a new workspace with Add new workspace at the bottom of the list. Useful if you're spinning up a fresh project for a different client or team
- Invite member to the current workspace from the bottom of the switcher (visible to Owners and Admins on Enterprise plans only)
Find
Select Find at the top of the sidebar, or press / anywhere outside a text field, to search for projects and tasks by name. Use the arrow keys to move through the results, Enter to open one, and Esc to close.
User menu
Click your avatar in the bottom-left corner of the sidebar to open the user menu. This is your entry point into everything personal to your account:
- Profile (⌥P) — your name, email, avatar, and contact details
- Preferences — theme, analytics cookies, and tutorial restart
- Manage Notifications — how and where you want Trellis to notify you
- Security & Authentication — sign-in methods, passkeys, 2FA, recovery codes, and signed-in devices
- Log Time (⌥T) — jump straight into your timesheet from anywhere (hidden for Viewers)
- My Leaves (⌥L) — open your leave (Enterprise with HR turned on; hidden for Viewers)
- Go to home — open the Trellis website home page
- Sign Out (⌥Q) — end your session on this device
Sidebar footer
The footer along the bottom of the sidebar holds:
- Your avatar — opens the user menu
- Notifications (bell) — your recent notifications, with a count of unread ones
- Resources (book) — Read about the page you're on (where a docs page covers it), Docs, and Changelog
- Feedback — send feedback to the Trellis team
- Ask — opens Ask Trellis (Enterprise with AI turned on; not shown to Viewers)
- Free plan — shown on the Free plan, and opens Billing
- Running timer — appears while a timer runs on a task; select it to see the task, with Open task and Stop timer
Note
Customize your sidebar
Everyone can tailor their own sidebar to what they actually use. Unlike workspace-level Features (which turn areas on and off for everyone), this is a personal setting — your changes don't affect anyone else's view.
Click the Customize icon at the top of the sidebar to open the customize dialog. From there you can:
- Toggle any item on or off so it appears or hides in your sidebar
- Reorder items within a group by dragging the handle on the left
- Show as a widget instead of a link for items that support it (currently Notes). Show widget turns the item into an embedded panel inside the sidebar itself; Show link keeps it as a plain menu link
- Reset to default to undo all your changes and go back to the standard layout
The Projects item shows your pinned projects — up to 10 of them, with View all underneath to open All projects. It updates as soon as you pin or unpin a project. With nothing pinned, it's a plain Projects link.
The sidebar also carries Ask Trellis (opens AI chat, on Enterprise with AI turned on) and, on Enterprise, Leave calendar (below Resourcing) for everyone except Contributors and Viewers, plus the HR pages for Owners and Admins — Requests, All absence, Allocation, and Absence types. Select Collapse at the top of the sidebar to hide it; the Expand sidebar button in the page header brings it back.
Who can do what
| Action | Owner | Admin | Editor | Member | Contributor | Viewer |
|---|---|---|---|---|---|---|
| Open the workspace switcher and switch between workspaces | ||||||
| Open workspace settings via the gear icon | ||||||
| Add a new workspace | ||||||
| Invite a teammate from the switcher (Enterprise only) | ||||||
| Search with Find | ||||||
| Open the user menu and access Personal settings | ||||||
| Use the Log Time shortcut in the user menu | ||||||
| Use My Leaves in the user menu (Enterprise with HR) | ||||||
| Use Ask in the sidebar footer (Enterprise with AI) | ||||||
| Customize your own sidebar (toggle, reorder, show as widget) |
Both menus are visible to everyone in the workspace. What differs by role is what's inside them: the switcher's Invite member button appears only for Owners and Admins on the Enterprise plan, and the user menu hides Log Time and My Leaves for Viewers. Viewers don't get Ask either. Opening the gear icon takes you to Workspace → General where what you can actually edit depends on your role. Sidebar customization is personal — anyone in the workspace can rearrange their own view without affecting anyone else's.