Desk, Office, People and Brain: the four areas

Everything in PlexiDesk sits in one of four areas:

• Desk: your rooms, desks and the canvas you work on.
• Office: documents, spreadsheets, slides and the other PlexiiOffice apps, plus mail, calendar, chat and meetings.
• People: the people in your organisation and who is around.
• Brain: what your workspace knows, search, automations and agents.

Each area has its own menu on the left, with only that area's apps in it, so the menu stays short. Four tabs at the top of every menu move you between areas in one click.

Before you start

• Plans. All four areas are on every plan. A few apps inside them need a particular plan, and are noted below.
• Organisations. If an administrator has turned an area off for your organisation, its tab shows greyed out with a lock.

Switch between areas

The tabs Desk, Office, People and Brain sit near the top of every area's menu, just below the workspace switcher. The tab for the area you are in is highlighted.

1. Look at the menu on the left of the window.
2. Below the workspace switcher, choose Desk, Office, People or Brain.

Where each tab takes you:

• Desk opens Home, your Home dashboard in the Desk area.
• Office opens the Office menu's Home page.
• People opens People Home.
• Brain opens a page with a tile for each Brain app.

You can also press ⌘ K on a Mac (Ctrl K on Windows) and choose PlexiOffice, PlexiPeople or PlexiBrain.

The workspace switcher above the tabs chooses which organisation you are working in. See Organisation settings and switching workspaces Coming soon.

If a tab is greyed out

A greyed tab with a lock means that area is not available to you. Point at the tab to see why: either an administrator has turned it off, or it is not included in the plan. If you can change the plan, clicking the tab opens the pricing page in your browser. If you are a member of an organisation, ask an administrator. The Desk tab is always available.

Desk

The Desk area's menu is the side menu you see most of the time. It has New desk at the top, then the workspace switcher and the area tabs, then:

• Home: your Home dashboard.
• Attention: everything that needs you, with filters.
• Rooms: all your rooms. The arrow beside it shows All desks, Shared and Trash.
• Connected Apps, while a desk is open.

See The side menu for every item, and Desks, rooms and the canvas for how desks work.

Office

The Office menu has a PLEXIOFFICE heading. Under the area tabs are pages for finding and starting files, including Home, Recent, Starred and Templates. Then come two sections.

Apps

• PlexiDocs: documents. See PlexiiDocs Coming soon.
• PlexiSheets: spreadsheets. See PlexiiSheets Coming soon.
• PlexiSlides: presentations. See PlexiiSlides Coming soon.
• PlexiDiagrams: flowcharts and diagrams. See Diagrams Coming soon.
• PlexiDesign: page layout and print. See PlexiiDesign Coming soon.
• PlexiDraw: vector drawing and painting. See PlexiiDraw Coming soon.
• Browser: a web browser that belongs to no desk. See Browse the web inside PlexiDesk Coming soon.
• Files: every file you have, in folders. See Files: your folders and files Coming soon.

Communicate

• Office Home: Office's own dashboard. See The Home dashboard.
• Mail: your email. See Mail in Plexii Coming soon.
• Inbox: notifications and share invites. See Inbox: your notifications Coming soon.
• Calendar: your week and what is due. See Calendar in Plexii Coming soon.
• Chat: channels and direct messages. See PlexiiChat Coming soon.
• Meet: video calls and meetings. See PlexiiMeet Coming soon.
• Sign: send documents for signature, on the Pro and Team plans. See PlexiiSign Coming soon.

For the whole Office area, see PlexiiOffice: your office suite Coming soon.

People

The People menu has a PLEXIPEOPLE heading. Choosing the People tab opens People Home. Under Apps you will find:

• People Home: team status and who is around.
• Directory: everyone in your workspace. See The People area Coming soon.
• Organisation: members, roles, offices and profiles. Team plan. See Set up and manage your organisation Coming soon.
• Organisation Map: everyone by office and reporting line. Team plan. See People Map Coming soon.

On plans without them, Organisation and Organisation Map do not appear in the menu.

Brain

The Brain menu has a PLEXIBRAIN heading. Choosing the Brain tab opens a page with a tile for each Brain app. Click a tile, or choose the app in the menu under Apps:

• Brain Home: a dashboard for what your workspace knows.
• Ask Brain: your knowledge base. See Build your knowledge base in Ask Brain Coming soon.
• Search: find anything across your workspace. See Search everything and ask for an answer Coming soon.
• Brain Map: your knowledge as a linked map. See See your knowledge as a map Coming soon.
• Decisions: what was decided, and what a change puts at risk. See Track decisions Coming soon.
• Assemble a desk: gather related items from across your workspace into a new desk. See Assemble a desk Coming soon.
• Flows: automations that run your work. See Automate with Flows Coming soon.
• Agents: the AI agents working on your desks. See See and manage all your agents Coming soon.
• Connect: the apps and services you have connected. See Add and use connected apps Coming soon.
• APIs: connect your own scripts and AI tools. See Connect your own scripts and AI tools Coming soon.
• Insights: focus insights from your sessions. See Focus tools Coming soon.

For the whole Brain area, see Brain: your workspace knowledge Coming soon.

The PlexiDesk app menu

Besides the Desk side menu, PlexiDesk has an app menu that gathers the Desk area's apps in one place, with a PLEXIDESK heading. To open it:

1. Press ⌘ K on a Mac (Ctrl K on Windows).
2. Type PlexiDesk and choose PlexiDesk.

The Plan button in the Home dashboard's Quick actions widget also opens this menu, on Plans.

The menu's first Home shows a tile for each app. Under Apps you will find:

• Home: your Home dashboard. See The Home dashboard.
• My Desk: the desk you have open. With no desk open, it shows Your desks, a live thumbnail of each top-level room and desk. Click one to open it, or right-click it to archive it or move it to Trash. If you have no desks yet, it offers New desk.
• Workspaces: your organisations. Team plan. See Set up and manage your organisation Coming soon.
• Plans: timelines and milestones. See Plans: timelines for your rooms Coming soon.
• Desks: opens All Tasks, every task across your desks in one list. See See every task in All Tasks Coming soon.
• Calendar: your work by date. See Calendar in Plexii Coming soon.
• Files: every file in your workspace. See Files: your folders and files Coming soon.
• Recent: the documents you last opened, newest first.

Each area has its own Home

Every area has a dashboard you can arrange your own way. Each one keeps its own layout:

• Home in the Desk area.
• Office Home in the Office menu, under Communicate.
• People Home in the People menu.
• Brain Home in the Brain menu.

See The Home dashboard and Customise your Home dashboard.

Hide an area's menu, and get back to Desk

The Office, People and Brain menus, and the PlexiDesk app menu, have two buttons at the top right of the menu:

• Minimise hides the menu so the page gets the full width of the window. A small button with the area's name, for example PlexiOffice, appears at the top left. Choose it to bring the menu back. PlexiDesk remembers whether you left a menu minimised. The People and Brain menus and the PlexiDesk app menu share this setting, so minimising one minimises all three.
• Back to PlexiDesk (the grid icon) takes you to Home in the Desk area.

Until you minimise or restore one yourself, these menus start minimised on a small window. The Desk side menu has its own minimise button. See The side menu.

Common questions

Where is Calendar? In Office > Communicate > Calendar, beside Mail and Inbox. It is also in the PlexiDesk app menu.

Where is Files? In Office > Apps > Files, beside Browser. It is also in the PlexiDesk app menu.

Where is the Vault? In Settings > Data. Open Settings with the gear at the top right of the window. See Store passwords in the Vault Coming soon.

Where is the Plexii hub? Open the assistant with the Plexii button at the bottom right, then click the Plexii wordmark at the top of the panel. Or press ⌘ ⇧ K on a Mac (Ctrl Shift K on Windows). See Use the Plexii hub.

Why can I not see Organisation or Organisation Map? They are part of the Team plan. See Plan features Coming soon.

Why are there two Home entries in some menus? In the Brain and People menus and the PlexiDesk app menu, the Home at the top shows a tile for each of the area's apps, and the Home under Apps (for example Brain Home) is the area's dashboard. In the Office menu, Home is Office's start page for creating and reopening files, and Office Home under Communicate is its dashboard.

Everything in this section

• The side menu
• Desks, rooms and the canvas
• The Home dashboard
• PlexiiOffice: your office suite Coming soon
• The People area Coming soon
• Brain: your workspace knowledge Coming soon
• Meet Plexii, your assistant