Navigating Harmony

Navigating Harmony

Everything in Harmony is one or two clicks from the rail on the far left.

The rail, the sidebar and the header

The rail

From top to bottom:

Item What it opens
Workspace Your current workspace's rooms and workstreams in the sidebar
DMs Your direct messages, with a count of unread ones
Activity The Activity panel: mentions, replies and alerts. See Activity and notifications
Syncs Live and recent Syncs. See Syncs
Loops All your Loops. See Loops and runs
Tasks Your tasks, with a count of open ones (red when any are overdue)
Calendar Syncs, agent work, Loops and tasks by day and week
Assets Files people and agents have shared
Wiki Your workspace's Company Wiki
Connectors The systems your agents can use
Marketplace Agents, tools and apps you can add

At the foot of the rail, + opens the Create menu and your photo opens your account menu.

Guests (people from outside your organization) see only Tasks in the rail.

The sidebar

The sidebar lists your current workspace:

  • Rooms: Commons first, then the rooms you're in. Add a room creates one.
  • Workstreams: your recent workstreams. View all lists every workstream.
  • Direct messages: Notes, Harmony Agent, then the people you've messaged.

Unread rooms and conversations are in bold. A red count means mentions or direct messages waiting for you.

Switching workspaces

The workspaces rail on the left lists every workspace you belong to; choose one to switch. The menu on the workspace name at the top of the sidebar has:

The workspace menu

Option Does
Invite people Invite colleagues to this workspace
Workspace settings Name, members and how Syncs work here
Open in new window Open the workspace in a second window
Copy link Copy a link to the workspace
New workspace Create another workspace
Organization settings Settings for the whole organization (admins)

Press ⌘⇧S (Ctrl+Shift+S on Windows) to show or hide the workspaces rail.

The Create menu

Choose + at the bottom of the rail to create:

The Create menu

Item Creates
Message A new direct conversation
Notes Opens Notes, your own chat for anything you want to keep
Room A public or private room for a topic or team
Workstream A room with agents, Loops and runs
Sync A voice or video call
Event A scheduled Sync or agent work on your calendar
Loop Recurring work an agent picks up

The header

The header shows where you are, with back and forward buttons beside the search bar. On the right are the agents in the room, the theme switch and help.