Overview of the menu bar

When you log into Practice Flow, the main navigation bar appears across the top of the screen.

This menu provides access to the core areas of the application:

Dashboard – A high-level overview of tasks, deadlines, and workload. Colour-coded indicators provide visibility of the status of work across the various services.

Companies – A list of your business clients, typically limited companies, partnerships, or sole traders.

Individuals – Clients such as company directors who require personal tax returns or other individual services.

Tasks – A comprehensive task management interface. Tasks can be filtered, sorted, and task status updated at the line level or within the individual task pane.

Selecting a client from the Companies or Individuals screen will open a panel on the right-hand side containing all of the relevant details and configuration settings.

On the same top bar, on the right-hand side, you will also find:

-         Wide or compact screen view toggle.

-         Search icon (magnifying glass) – for locating clients or tasks by name.

-         Settings (cog icon ⚙️) –for managing configuration of users, templates, services, etc.