Give your team a workspace organized around their daily work. FieldTask Navigation Customization lets you adjust menu names, order, and visibility, organize Quick Actions, and add your branding—with previews to check how the navigation appears on web and mobile.
Keep relevant tools visible, use terminology your team recognizes, and arrange navigation around the work they do. Manage these settings from one place, preview the experience, and save the changes when you’re ready.
Show or hide supported navigation items using visibility toggles. Hidden items remain listed in the customization settings, and hiding a feature does not delete its data. Search and filters help you locate hidden, renamed, or unavailable items.
Customize feature labels and navigation section names to match your business terminology. For example, the recording shows Quotes renamed to Estimates. Search supports both the current label and original feature name, helping you find items after renaming them.
Rearrange supported menu items using drag handles or the Move Up and Move Down controls. Adjust the order of navigation entries and submenu items so the tools your team uses regularly appear in a more convenient position.
Choose which supported shortcuts appear in Quick Actions, rename their labels, and adjust their order. Configure actions such as New Job, New Customer, New Invoice, and New Estimate to suit the tasks your team starts most often.
Use a custom wide logo for the expanded sidebar and a square icon for the collapsed sidebar, small screens, and browser tab. Upload your assets or use the organization logo to give the workspace a familiar business identity.
Check navigation using Web and Mobile previews, with options to view the experience as an admin or member. The mobile preview also includes open and closed menu views. Web-only indicators identify features that are not available in the mobile app.
Help your team find the right tools with familiar names, a practical menu order, and fewer unnecessary navigation items. Bring your branding into the workspace and make everyday actions easier to reach.
FieldTask Navigation Customization lets you adjust how your workspace navigation is presented. You can change supported menu labels, reorder items, control visibility, customize Quick Actions, and configure sidebar branding. Access it through Settings → Features & Navigation.
No. The settings explicitly state that hiding affects visibility without deleting anything. Saved visibility changes affect the team, and the interface notes that team members see changes the next time they open FieldTask. Some essential items have locked visibility controls.
Yes. You can edit supported feature labels and section names. Custom names appear exactly as entered across languages. The settings also retain the original feature name for search, so renamed items remain easier to locate.
Yes. Use the drag handles or available Move Up and Move Down controls to rearrange supported items. This includes submenu entries, allowing you to organize related tools in the order that suits your workflow.
Yes. Quick Actions has its own configuration tab for shortcut visibility, names, and order. The interface also states that members can hide or reorder these shortcuts for themselves. Web-only actions are marked accordingly.
Yes. Switch between Web and Mobile previews and select As Admin or As Member to inspect the displayed navigation. These are preview controls; they let you check the experience without switching accounts.
Yes. Branding settings provide separate options for a wide sidebar logo and a square icon. The interface supports PNG, JPG, and WebP uploads up to 2 MB. A small “Powered by FieldTask” attribution remains when you use your own logo.
Yes. Change History records who made changes and when, with filters for renames, visibility, order, Quick Actions, and branding. Reset options let you restore default names or order, show hidden features, reset Quick Actions, remove custom branding, or reset everything.
