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Understanding the TravelMind menu & navigation

Learn where to find dossiers, clients, tasks, and documents using the main TravelMind menu.

Updated over a week ago

The main menu runs across the top of the screen and allows you to switch quickly between modules. Once you understand this navigation, moving through TravelMind becomes fast and intuitive.

The main menu items

  • Dashboard – Your dashboard

  • Files – Create, search, and manage all travel files

  • Thirds – Access customers, suppliers, and contacts

  • Tasks – View assigned or created tasks across dossiers

📌 Screenshot: [Navigation menu placeholder]

Tips for faster navigation

  • Use the search in Files and Thirds — it’s faster than scrolling through lists

  • Double-click a dossier to open it directly

  • Use one browser tab to not confuse working in multiple files at the same time

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