Introduction
The Global Navigation Bar menus include the Launchpad, My cases menu, and Help menu.
- Launchpad: use the launchpad menu to create work items or activities and to access the Modeller and admin functions.
- My cases: access bookmarked work or work you have an important role in here.
- Help menu: access the Knowledge Base or other configured elements with this menu.
These menus are configured with ShareDo core elements out-of-the-box but can be further customised to suit your needs.
Use the information in this article to learn how to configure these menus.
Global Menu Editor
Access the Global Menu Editor by clicking Launchpad > Open Modeller, and in the Modeller left-hand menu, click Forms and views > Menu editor.

To make changes to the top-level navigation, select Override on the Top nav level. You can add categories, commands, or providers to the menu or to items already on the menu, and you can also edit or delete existing menu options.
- Category: a top-level container for holding other categories, commands, or providers.
- Command: an action, like creating a work item of a specific type.
- Provider: creates menu options for each item of the type of provider selected. For example, the Available service portfolios provider creates a menu option for each service portfolio defined in the Modeller.
You can edit the configuration and restrict access by using the Display business rules for each menu option.
Launchpad
The launchpad contains (depending on your implementation) the Onboarding, Admin, and Create Activity categories.
Categories | Description |
---|---|
Onboarding | This category contains the Available service portfolios provider, which creates a menu option for each service portfolio defined in the Modeller. See the article Understanding Service Portfolio for more information. |
Admin | The Admin category contains commands to open the ShareDo Administration tool, the Documents Admin tool, and the Modeller. |
Create Activity | Contains the Creatable work items provider that creates a menu option for each creatable work item type that can be created as a child of the current context (including global context). |
My cases
The My cases menu shows your bookmarks and cases you have an important role in.
Categories | Description |
---|---|
Bookmarks | This category contains the My bookmarks listing provider, which renders links to work items the user bookmarked. |
Cases
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The My cases menu also contains the My cases listing provider, which shows a configurable list of work items the user owns. Use the Provider - Search and Provider - Output nav bars to configure what is shown in the My cases menu. ![]() |
Help
By default, the Help menu contains the Help and support links provider, which is configured using the Help Menu global feature. Access the Help Menu global feature by clicking Launchpad > Open Admin > Features > Manage global features. Configure your support contact information, Knowledge Base articles URL etc., here.
More (burger) menu
You will find the More Options menu, often referred to as the burger menu, throughout ShareDo:
Items in this menu offer you more options based on what you are currently busy with. For example, these items may allow you to perform actions like opening the current work or setting a task's priority.