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Help/Settings & Utilities/Company & Utilities menu, knowledge base and standard report routes
How-to guide

Company utilities and reports

The custom Company & Utilities menu brings together Knowledge Base, Timesheets Overview, Sales Reports, Expenses Reports, Income vs Expenses, Leads Reports, KB Articles Report, Media, Bulk PDF Export, Calendar, Announcements, Activity Log, Ticket Pipe Log, Surveys and Goals.

Settings & UtilitiesWhere are company utilities?How do I use the knowledge base?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > Company & Utilities
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Open Sidebar > Company & Utilities.
  2. Choose the exact area you need, such as knowledge base, standard reports or another company utility tool.
  3. Open the relevant utility page and perform the required action from that workspace.
  4. Use reports for visibility and utilities for operational support tasks.
  5. Return to the sidebar when moving between utilities so the workflow stays organised.

What this feature does

  • The menu grouping is created in the Britixo menu helper and replaces scattered legacy menu items.
  • Multiple report routes are exposed directly as child items.
  • Knowledge Base is available as a direct Company & Utilities shortcut.
  • Media, Calendar, Announcements, Activity Log and Ticket Pipe Log are all first-class entries.
  • Surveys and Goals are grouped here for easier access.

What to do next

  • For people and permissions, move next to Staff, Roles & Permissions.
  • For email, currencies, taxes and templates, continue into the financial settings guide.

Related guides

Media, calendar, announcements, activity log and pipe log

This guide covers the utility-style areas used for shared visibility and operational review: media browsing, calendar access, announcements, activity log and ticket pipe log.

Settings & Utilities

Staff, roles, departments, custom fields and filters

The audited admin build includes dedicated controllers for Staff, Roles, Departments, Custom Fields and Filters. This guide explains where those control points sit and how they are best used together.

Settings & Utilities

Admin layout, sidebar navigation and daily starting points

This guide explains the verified top-level admin structure in the current Proplix build, including the Sales menu, Work & Operations, Company & Utilities, Real Estate menus, Compliance Monitor menus and the custom Setup & Settings launcher.

Getting Started

Tasks, support tickets and work ownership

The current grouped Work & Operations menu puts Tasks and Support together because they are core execution areas. Tasks sit in the admin controller, while Support is handled through the Tickets controller and related email processing.

Work & Operations

Related questions

How do I use media and calendar?

This guide covers the utility-style areas used for shared visibility and operational review: media browsing, calendar access, announcements, activity log and ticket pipe log.

How do I add staff?

The audited admin build includes dedicated controllers for Staff, Roles, Departments, Custom Fields and Filters. This guide explains where those control points sit and how they are best used together.

How do I use the dashboard?

This guide explains the verified top-level admin structure in the current Proplix build, including the Sales menu, Work & Operations, Company & Utilities, Real Estate menus, Compliance Monitor menus and the custom Setup & Settings launcher.

How do I create a task?

The current grouped Work & Operations menu puts Tasks and Support together because they are core execution areas. Tasks sit in the admin controller, while Support is handled through the Tickets controller and related email processing.