Customizable Menu

Routine has been designed to manage everything in your life — tasks, calendars, notes, contacts, and team collaboration. However, you may not need all features active at once. The customizable menu lets you hide, reorder, pin, and configure sections to match your workflow, making Routine feel more focused and natural to use every day.

✍️ Functionality

With the customizable menu, you can:

• Hide menu sections you don't actively use

• Reorder sections to prioritize what matters most

• Collapse organization sections to reduce visual clutter

• Pin databases, agents, and pages for quick access

• Compress the menu for a cleaner, minimal interface

• Set any item as your Home screen — the default view when launching Routine

• Configure Routine to work as a focused tool (e.g. calendar-only mode)

• Adapt the interface as your needs change over time

The menu adapts to your workflow rather than forcing you into a fixed structure.

⁉️ Why customize your menu

Not everyone uses Routine the same way. You might:

• Focus primarily on calendar and time-blocking

• Use tasks and planning without needing notes or contacts

• Manage multiple organizations and want each collapsed by default

• Prefer a minimal interface with only essential sections visible

• Want to reduce visual clutter and cognitive overhead

Customizing the menu ensures Routine supports your specific productivity style instead of overwhelming you with unused features.

🎙️ How to customize your menu

Showing and hiding sections:

1. Open Routine Settings

2. Navigate to Menu

3. Toggle sections on or off:

   • Hide sections like Journal, Contacts, or Labels if you don't use them

   • Keep only the sections essential to your workflow

4. Changes save automatically and sync across devices

Reordering sections:

1. In Settings → Menu, drag sections to reorder them

2. Move frequently used sections (e.g. Inbox, Calendar) to the top

3. Position less-used sections lower in the menu

Collapsing organization sections:

• Each organization (personal + team) has its own section in the sidebar with a chevron

• Click the chevron to collapse or expand that organization's section

• Collapsed state is remembered per account across sessions

• Useful when managing multiple organizations — keep inactive ones collapsed

Pinning items:

• Right-click any database, agent, or page in the menu to pin it

• Pinned items appear in your menu for quick access without navigating

• Unpin items the same way when no longer needed

Setting your Home screen:

• Right-click any menu item and set it as Home

• Routine opens directly to that screen every time you launch the app

• Useful for setting Journal, Agenda, or a specific database as your default view

Compressing the menu:

• Collapse the sidebar to show icons only

• Creates a full-width workspace for your active view

• Hover over icons to see labels as tooltips

💡 The New and Search items stay pinned at the top of the sidebar while you scroll — always accessible regardless of how long your menu is.

🗣️ Use cases

The customizable menu is especially useful for:

• Calendar-focused users — hide everything except Calendar for a dedicated scheduling experience

• Task-only workflows — show Inbox, Tasks, and Calendar while hiding Notes and Contacts

• Multi-organization users — collapse inactive organization sections to keep the sidebar clean

• Minimal setups — compress the menu and hide unused sections for maximum workspace

• Power users — pin frequently used databases and agents for instant access

• Team leads — pin shared team databases and agents to stay close to team work

• Evolving workflows — adjust the menu as your needs change over time

Routine becomes the tool you need it to be — not a one-size-fits-all solution.