Account & System Settings

How to Customize the Left Menu

Overview 

You can rearrange the modules in the left navigation menu to match how your team works, putting the ones you use most where they are easiest to reach. Using drag and drop, you pick up a module and drop it into the position you want, and you can do this for every module. A menu ordered around your workflow saves clicks and makes the app feel tailored to your operation. 

Before You Start 

You need access to customize the menu layout. Decide the order that best fits how your team uses FieldPie before you rearrange. 

How to Customize the Left Menu

  1. Locate the module you want to move in the left menu. 
  1. Select the module and hold it. 
  1. Drag it to the desired position. 
  1. Drop it in place, and repeat for any other modules you want to reorder. 

Tips and Things to Know

  • Put your most-used modules near the top to save clicks. 
  • Drag and drop applies to every module, so arrange the whole menu. 
  • Order the menu around your real workflow for a tailored feel. 
  • You can rearrange again anytime as your needs change. 

Frequently Asked Questions 

Select and hold a module, then drag it to the position you want and drop it.

Yes. The same drag-and-drop process works for all modules.

Yes. Rearrange the menu whenever your workflow changes.