Modern workplaces rely on multiple systems to manage learning, performance, payroll, communication, and daily tasks. While integrating these systems helps centralise information, users can still spend valuable time navigating between different applications.
Navigator is a powerful feature within Evo designed to make everyday work faster, simpler, and more intuitive. By bringing information, actions, and tasks into one centralised space, Navigator helps administrators spend less time searching and more time focusing on meaningful work.
Access Navigator in Evo
â ď¸Important: Evo Navigator is not available by default. To upgrade to Evo Navigator, speak to your Account Manager or CSM/TSM.
On Desktop: Users log into Evo as normal. Navigator appears as a fixed tab on the left-hand side of the screen.
On Mobile: Users open the Evo mobile app. Navigator is the default home screen, with Quick Actions and priorities immediately visible.
AI-Powered Quick Ask
One of Navigator's standout features is the Quick Ask capability. Using built-in AI functionality, users can ask questions directly within Navigator and receive immediate responses, for example, searching for employee information or retrieving relevant organisational data without navigating elsewhere.
Benefits of Quick Ask
Instant access to information.
Reduced time spent searching through applications.
Improved productivity through conversational interactions.
Easier access to organisational data.
Use Quick Ask
To use Quick Ask, follow the steps below:
Locate the Quick Ask bar at the top of the Navigator workspace.
Type your question, for example, show me my open surveys.
Click the Send icon to receive an instant response.
Click Open in Panel for a deeper analysis of your data.
Quick Actions
Navigator includes a series of Quick Actions that provide direct access to commonly used functions from connected systems without opening separate applications.
Quick Actions are displayed prominently within the Navigator workspace. Depending on your view setting, they will appear either in:
Rows view: Information is displayed in a scrolling format, allowing users to browse through content in a single view.
Tab view: Content is organised into separate tabs. This option is particularly useful for users who prefer a more structured interface and want to minimise scrolling.
Configure Quick Actions
Every organisation has different priorities. Navigator allows you to personalise which Quick Actions appear in your workspace.
To add or remove Quick Actions, follow the steps below:
Open Navigator.
Go to Quick Actions, then click the Quick Actions Preferences
icon.Use the search bar to find a specific action or browse the list of available actions.
Click Add next to any action you want to include.
The selected Quick Actions will appear in the Quick Actions section of your Navigator workspace for easy access.
Create Quick Action groups
Organise your Quick Actions into custom groups for easier navigation. Group related actions, such as Certificates, Assigned Learning, or Course Allocator, so you can quickly access them from a single location in Navigator.
To create a group, follow the steps:
Open Navigator.
Go to Quick Actions, then click the Quick Actions Preferences
icon.Click Add next to any action you want to include.
Click Create Group in the Your Quick Actions panel.
Enter a name for the group in the Group Name field.
Select a colour and icon for the group.
Drag the relevant Quick Actions into the group.
To remove an action, click the Remove option next to it in your Quick Actions list.
Use Reset to defaults at any time to restore the original Quick Actions configuration.
Click Save.
Available Quick Actions for CPL Learning
The following Quick Actions are available within Navigator for CPL Learning
Quick Action | What is does |
My Certificates | View and manage certificates. |
Course Allocator | Assign learning courses to employees directly from Navigator. |
My Appraisals | View and manage your own appraisal records and review progress. |
My Surveys | Access and complete surveys assigned to you. |
Team Appraisals | View and manage appraisal records for members of your team. |
My Checklists | View and complete your checklists directly in Navigator, with a real-time progress indicator showing how many items still need your attention. |
Journey Allocator | Assign Learning Journeys to user groups or individual users directly from Navigator, without opening the platform separately. |
Actions required
The Action Required section in Navigator brings together important tasks from connected systems in one place, helping you stay organized and ensuring you don't miss anything that needs your attention.
This section can highlight activities such as:
Performance review approvals.
Team member review actions.
Payroll notifications.
Outstanding training assignments.
Learning compliance requirements.
Workflow tasks from integrated products.
Customise your Action Required view
To personalise the actions displayed, follow the steps below:
Click the Configure Action Required
icon in the top-right corner of the Action Required section.Select the topics you want to include.
Any topics marked as Included will appear in your Action Required list.
Click View on an action card to expand it and see more details.
The configuration panel lets you easily include or exclude topics at any time, ensuring your Action Required section contains the information most relevant to you.
Filter your actions required
Use the priority filter to view High, Medium, or Low priority items.
Use the Sort option to organise actions by urgency.
The action count displays the total number of tasks currently requiring attention.
This flexible setup helps you create a personalised workspace and quickly identify the tasks that need your immediate focus.
Quick Panels
On the left side of Navigator, you'll find customisable panels that display a variety of information and provide quick access to frequently used features.
Available panel options may include:
Activity feeds.
Engage updates.
Personal tasks.
Notifications.
Other connected content sources.
Open a Quick Panel
To open a quick panel, follow the steps below:
Open Navigator, then click the Quick Panels Preferences
icon on the left-hand side of the screen.Click Add to include a panel in your Quick Panels collection.
You can include for example:
Team Compliance.
Applause Feeds.
Tasks.
In Progress Learning.
Recently Assigned Learning.
Drag and drop panels in your Quick Panels to arrange them in your preferred order.
Click the same icon again to collapse the panel. Your main screen is unchanged.