Navigating HiDesc Interface

Chat and Notifications

You can find your Inbox in the upper left corner of your Hidesk sidebar. Click Chat to view all your notifications. A red dot will appear next to Chat in the sidebar when there are unread notifications. New notifications in your inbox will have a blue dot next to them. If there's new activity in a task within a project, you will see a bubble showing the number of new comments or attachments, denoting unread activity.

Calendar is a time-based visual view of tasks, subtasks, reminders, and events scheduled for the selected date or week. This section helps users manage deadlines, workloads, and logs across teams in a structured, day-wise format.

The Documents module allows users to upload, manage, assign, check in/out, and version control documents within the system, ensuring organized document management and team-wide accessibility.

The Templates section allows users to build reusable structures for task creation. These templates maintain consistency, assign permissions, and automate workflow processes — saving time and standardizing task management.

The Invoices module allows you to create, manage, and track various financial documents, including invoices, estimates, and payments. It integrates with Contacts, Items, and Tax settings to streamline billing and financial reporting across your organization.

The Recurrences option in the sidebar allows you to quickly access all tasks that have been set as recurring. This provides a centralized location to view and manage repetitive tasks. When clicked, the system displays all recurring tasks regardless of frequency (daily, weekly, or monthly). You can open any task to view or edit its recurrence details.

The Reports module consolidates all task-related data into actionable insights. It includes sections such as Team Report, Daily Timelog, User Activity, and Timesheet — providing visibility into performance and productivity.