5-minute tour: what's in each part of the menu

The Scrumboards sidebar is split into six groups: Escritório (Office), Operação (Operations), Comercial (Sales), Gestão (Management), Inteligência (Intelligence), and Administração (Administration). Each person only sees the items included in the company's plan and allowed by their role, so your menu may have fewer items than this tour.

Office

  • Emails (Emails): the company inbox inside Scrumboards.
  • Rooms (Rooms): the virtual office, with spaces, team chat, and video meetings.
  • Acesso Rápido (Quick access): shortcuts to what you use most.
  • Atividades (Activity): a log of what happened in the company.

Operations

  • Painel de Controle (Dashboard): an overview of your day and your team.
  • Projetos (Projects): projects, favorites, and tags.
  • Tarefas (Tasks): list and board (kanban), plus Modelos (Templates), Status (Status), and Lixeira (Trash).
  • Clientes (Clients): each client's record and profile, and the Modelo de Escopo (Scope template).
  • Relatórios (Reports): revisions, projects, tasks, time, and overruns.

Sales

  • CRM (CRM): the sales pipeline (Pipeline), reports, stages, scripts, tags, capture forms, integrations, and trash.

Management

  • Financeiro (Finance): dashboard, transactions, receivables and payables, cash flow, assets, budget, reports, and documents. Only visible to people with finance permission.

Intelligence

  • BRAINPILOT (BRAINPILOT): AI agents, templates, created pages, memory, history, AI performance, and settings.
  • Agentes da Scrumboards (Scrumboards agents): ready-made agents offered by Scrumboards, when available.

Administration

  • Usuários (Users): members, Tipos de Usuário (User types) (roles and permissions), and dashboard templates.
  • Workspaces (Workspaces), Configurações (Settings), Auditoria (Audit log), and Assinatura (Subscription).

The company switcher sits at the top of the menu. It shows the open company and lets you switch companies.

Frequently asked questions

Why can't I see Finance or CRM?

Either the module isn't part of the company's plan, or your role doesn't have that permission. Talk to your company's administrator.

I'm an agency's client. Why is my menu so short?

Client accounts only see Painel de Controle, Projetos, Tarefas, and Clientes, always limited to their own client's data.