The Navigation Panel is your central hub for exploring and managing everything inside MediaOS. From launching campaigns to reviewing reports, this is where you’ll access the tools that keep your work flowing.
Navigation Panel Overview #
The vertical Navigation Panel is located on the left-hand side of your screen and provides quick access to every core section of MediaOS. Here's a breakdown of each icon and what it does:
New #
Quickly create anything new from one spot.
The New tab allows you to create accounts, emails, tasks, and other actions, depending on your user permissions. It’s designed to streamline your workflow by centralizing common creation tasks.
Search #
Use this global search to find anything fast.
The Search bar lets you look up company names, contract numbers, invoice numbers, contacts, emails, and phone numbers. It also connects to the MediaOS Knowledge Base, so you can find helpful articles, guides, and tutorials just by typing in a search and pressing Enter.
Tip: Use this to search for both platform data and training content from one place.
Today #
Your home for notifications and scheduling.
The Today tab displays important notifications, such as signed contracts and team mentions, and includes a calendar on the right-hand side showing all scheduled items. You can also click the Email button in the upper-left corner of this tab to access your inbox and send messages directly from MediaOS.
Tasks #
Stay on top of your to-do list.
In the Tasks section, you’ll see all of your assigned tasks, along with related context, such as connected accounts or deals. You can also create and track subtasks from this view to ensure every part of a project is covered.
Calendar #
A comprehensive view of your personal and production timelines.
The Calendar allows you to integrate your personal calendar and view everything scheduled for the day. You can also filter and view items by product, product type, and specific issue dates like sell-by, print, and release. It functions as both a personal and a production calendar.
Accounts #
View and manage all accounts, agencies, and contacts.
Inside the Accounts tab, you can apply filters using the magnifying glass icon and save those filters for later. You can sort columns by headers such as Account Name or Owner, and use the Grid icon to show or hide columns. Hovering over an account name reveals account details, contacts, and notes. You can also leave a note, create a task, or schedule a follow-up directly from the hover view.
Click View on any account to open its full profile. Inside the account, click Edit to update key information like parent accounts, descriptions, accounting contacts, sales locks, credit limits, and artwork reminder emails. At the top-left (beneath the account name), you can log phone calls, emails, events, notes, and tasks.
The Activity Feed in the middle section shows the past nine months of activity, and you can search for ads or filter activity types using the search bar. Across the top of the feed, you’ll find tabs for Contracts, Accounting, Files, Ads, Content, Branding, Spend, and Stats. The right-hand sidebar shows contacts, connected agencies, and any lists tied to the account.
Note: Portal Links like Open Invoices, Branding Guide, or Artwork Upload generate client-facing links that expire in 30 days.
Tip: Use the Options menu in the top-right of the account view to merge accounts, transfer ownership, or create a new deal/opportunity.
Sales #
Manage your entire sales funnel.
Within the Sales tab, you’ll find tools for managing contracts, proposals, sales goals, inventory, target accounts, forecasting, and deals. The Inventory section includes details such as quantity, remaining availability, page counts, and scheduled dates for issue-based products. You can also filter the view by year or month, and track expo space as needed.
Delivery #
Everything related to delivering on sold products.
The Delivery section gives you access to contract line items, ad requests, sponsored content, flat plans, and studio services. Everything you need to deliver what’s been sold lives here.
Ad Server #
Serve and track digital ads directly.
Use the Ad Server to manage and deliver advertising on WordPress sites or via newsletters. This is your hub for digital ad operations.
Social #
Schedule and manage social media posts.
The Social tab displays a calendar view of your social media schedule. It's ideal for keeping all posts organized and visible in one place.
Distributions #
Track how many units have been distributed.
Use the Distributions section to monitor delivery quantities for magazines or other physical publications.
Automation #
Set up smart workflows and triggers.
Only Administrators can access this tab. In the Automation section, you can build pipelines, create workflow rules, and automate reminders.
Note: The Accounting tab within Automation lets you set up rules for invoicing and past due reminders, while the Delivery tab supports automated artwork reminders.
Projects #
Organize complex workflows with dependencies.
The Projects tool lets you create comprehensive projects with interconnected tasks, ensuring that every step is followed. This is ideal for managing larger, more detailed deliverables.
Reports #
Review performance across departments.
The Reports tab gives you access to all available reporting tools in MediaOS, depending on your user permissions.
Products #
View and manage product setup.
The Products section displays all of your organization's products, including unit sizes, rates, and other metadata. Administrators can also create and edit products from this area.
Support #
Get help, fast.
In the Support tab, you can access the MediaOS Knowledge Base for instant answers. If you're a designated support user, you can also chat live with the help desk, submit a ticket, or schedule a support call.
Live Training #
Join a live session with MediaOS experts.
The Live Training section lists upcoming training events. You can register for any course to keep your skills sharp or onboard new teammates with confidence.
