The MediaOS Navigation Panel is your command center for getting work done across the platform. From launching new sales to managing deliveries, tracking ad performance, or reviewing reports, every tool you need is just a click away. Learning how to navigate each section quickly and confidently helps your team move faster, stay organized, and take full advantage of everything MediaOS has to offer.
Navigation Panel Overview #
The vertical Navigation Panel is located on the left-hand side of your screen and provides access to every major area of MediaOS. Each icon represents a specific workspace or toolset designed to support your day-to-day responsibilities. Whether you're creating new records, managing campaigns, reviewing reports, or delivering sold products, this panel is the launchpad for it all.
New #
The New tab allows you to quickly create records across the system, including accounts, emails, tasks, and other actions. This central hub makes it easy to generate new entries without needing to leave your current workflow, saving time and helping you move seamlessly through your day.
Search #
The Search bar is a powerful global lookup tool that helps you find what you need fast. You can search for accounts, contract numbers, invoice numbers, contacts, phone numbers, or emails. It also connects to the MediaOS Knowledge Base, so you can search help articles and training materials in the same place, making it easy to find platform data and support content all at once.
Today #
The Today tab functions as your personalized activity hub. It displays system notifications, such as signed contracts or team mentions, and includes a calendar showing your upcoming tasks and events. You can also access your email inbox directly from this tab, allowing you to send and receive messages without leaving MediaOS.
Tasks #
The Tasks tab keeps your to-do list organized and actionable. Here you can manage all tasks assigned to you, view related accounts or deals, and create subtasks to break down larger goals. It's a great space for keeping track of priorities and ensuring nothing falls through the cracks.
Calendar #
The Calendar displays both personal and production-related schedules. You can view tasks and events filtered by product, product type, or issue-specific milestones like sell-by, print, and release dates. Whether you're managing deadlines or overseeing print timelines, this view helps coordinate everything in one place.
Accounts #
The Accounts section is where you view and manage all account records, including advertisers, agencies, and their associated contacts. You can apply filters, sort data, and customize columns to match your workflow. Hovering over an account name shows key details like contact info, recent activity, and notes.
Clicking into an account opens the full profile, where you can update information, log emails and calls, and manage associated files, contracts, and stats. The sidebar displays contact roles and account connections, while tabs across the top give access to everything from invoices and branding files to ad content and spending history. Portal links—such as Open Invoices or Artwork Upload—can be shared with clients and expire automatically after 30 days.
Sales #
The Sales tab contains tools to manage your entire sales pipeline. This includes contracts, proposals, sales goals, target accounts, inventory management, and forecasting. The Inventory view allows you to track availability by product, review page counts, and schedule placements, helping your team plan and sell more effectively.
Delivery #
The Delivery section is where fulfillment happens. It gives access to line items, ad requests, flat plans, studio services, and sponsored content. Everything related to delivering what’s been sold can be managed here, keeping your delivery workflows on track and organized.
Ad Server #
The Ad Server allows you to deliver and track digital ads directly through MediaOS. From here, you can assign placements on your WordPress sites, newsletters, and other digital properties, while also monitoring performance and impressions over time.
Social #
The Social tab provides a calendar-based view of scheduled social media posts. It’s perfect for marketing teams managing content calendars, helping you organize and schedule outbound communication with clarity and visibility.
Distributions #
The Distributions section helps you track and manage physical delivery quantities, such as magazine drops or other printed products. It ensures visibility into where your content is going and how much is being distributed.
Automation #
The Automation tab is reserved for Admin users and allows for the setup of smart workflows and system triggers. This includes rules for sales processes, invoicing reminders, delivery automations, and more. You can build pipelines that run in the background and ensure that critical workflows happen automatically based on system conditions.
Projects #
The Projects section is a dedicated space for managing complex, multi-step initiatives. You can create structured projects with dependent tasks and detailed tracking, ideal for overseeing large campaigns or coordinated production timelines.
Reports #
The Reports tab provides access to all reporting tools within MediaOS. Depending on your permissions, you can generate and save custom reports, track department performance, monitor engagement trends, and analyze financial outcomes—all from one place.
Products #
The Products tab allows Admins to configure the products available in MediaOS. This includes details like unit sizes, rates, categories, and inventory types. It ensures every product sold is properly structured for reporting, billing, and delivery.
Support #
The Support section connects you to help resources instantly. You can search the MediaOS Knowledge Base, start a live chat (if you're a support-designated user), submit a ticket, or schedule a one-on-one session with our team. This ensures you always have access to answers when you need them.
Live Training #
The Live Training tab displays a list of upcoming sessions hosted by MediaOS experts. You can register for live walkthroughs to level up your skills or onboard new users, ensuring your team stays confident and up to speed.
