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Understanding the Interface

Get oriented on navigation, scope, and core UI patterns used for daily work.

Overview

This page covers navigation, scope, and core UI patterns. Transform is organized by scope: Account → Organization → Project.

What is covered

  • Scope and breadcrumbs

  • Moving between Organizations and Projects

  • Finding work with search and views

At a glance

  • Time: ~5 minutes

  • Access: Any Teammate

Screenshot placeholder: full Transform interface with callouts for breadcrumbs, global search, left nav, and view selector.

Key Concepts

  • Scope: current level in the Account → Organization → Project hierarchy

  • Views: different ways to see the same data (List, Board, Gantt)

  • Detail panel: side panel for reviewing and editing items

How It’s Used

Use this page during onboarding. Use it when diagnosing navigation or “wrong scope” issues.

Benefits

  • Faster navigation and fewer context mistakes

  • Better adoption of views and filtering for daily work

Setup Steps

Quick orientation

1

Confirm scope

Most pages live at one of these levels:

  • Account: global configuration and admin

  • Organization: client or department container

  • Project: where requirements, tasks, tests, and artifacts live

Screenshot placeholder: breadcrumbs or scope indicator showing current level (Account vs Organization vs Project).

2

Switch organizations and projects

Use breadcrumbs and selectors to move between scopes.

When in doubt, return to Organizations and open the correct Project again.

GIF placeholder: switch Organization → switch Project → show breadcrumbs updating.

3

Use global search

Use search when item location is unknown.

4

Learn the left navigation

The left nav changes based on scope.

Expect different options at Account vs Organization vs Project level.

Screenshot placeholder: side-by-side of left nav at Organization level vs Project level.

5

Use views + the detail panel

Views control how the same data is displayed.

Start with List, then try Board and Gantt.

Screenshot placeholder: view selector showing List/Board/Gantt, plus filter/sort/group controls.

GIF placeholder: click an item in a list → detail panel opens on the right → edit a field → close panel.

Main navigation

Left navigation

Use the left panel to move between major areas.

Common entries:

  • Organizations / Projects (depending on scope)

  • Blueprints

  • Transformations / Work

  • Settings (scope-specific)

Screenshot placeholder: left navigation with key sections labeled.

Top bar

Use the top bar for global actions.

  • Search (global)

  • Notifications

  • Profile menu (preferences, sign out)

  • Help

Screenshot placeholder: top bar with Search, Notifications, Profile menu, and Help labeled.

Scope levels: account, organization, project

Account level

Account is the top-level container.

Typical actions:

  • Create and manage organizations

  • Manage account-wide settings (admins)

Screenshot placeholder: account home showing the Organizations list/grid.

Organization level

Organizations usually map to a client, department, or business unit.

Typical actions:

  • Create and manage projects

  • Manage Organization teammates (if enabled)

Screenshot placeholder: organization page showing the Projects list and org header.

Project level

Projects (transformations) are where day-to-day delivery happens.

Typical actions:

  • Work on requirements, tasks, testing, and artifacts

  • Track status, activity, and decisions

Screenshot placeholder: project home/dashboard showing left nav and a work list.

Key interface elements

Views toolbar

Use the toolbar to change the view configuration.

Common controls:

  • View selector (List / Board / Gantt)

  • Filter, Sort, Group

  • Columns (show/hide fields)

Screenshot placeholder: views toolbar with the main controls labeled.

Related:

Detail panel

Click almost any row to open the detail panel.

It keeps the list visible while reviewing and editing.

Screenshot placeholder: list view on the left + open detail panel on the right.

Breadcrumbs

Breadcrumbs keep context visible.

Use breadcrumbs to jump back up the scope tree.

Screenshot placeholder: breadcrumb trail showing Organization → Project → Section.

Activity and history

Use activity signals to answer “what changed?” quickly.

Related:

Tips and shortcuts

  • Use Cmd/Ctrl + K for search (fastest navigation).

  • Use Esc to close panels and dialogs.

  • Use the browser Back button.

  • Create a Save View for repeatable review lists.

Related: Saved Views and Templates

Best Practices

  • Use breadcrumbs to confirm Organization and Project context.

  • Use views for repeatable work lists and reviews.

  • Keep shared views stable and predictable.

Summary

Next steps:

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