Skip to main content

Evo Navigator features

A full overview of everything available in Evo Navigator — Quick Actions, Actions Required, Quick Panels, Quick Sections, and the Conversational Interface.

Written by Abdukader Habib

📌Note: Evo Navigator is included for customers in the base Evo Everywhere Tier.

See the Evo Tiers articles for full information.

Evo Navigator features

Evo Navigator brings together five core features that make up your personal work console. Each one is designed to reduce the time you spend navigating between systems and increase the time you spend getting things done.

Quick Actions

Quick Actions are one-click shortcuts to the tasks you do most often — booking leave, viewing your payslip, checking your bank details — without navigating into the full product.

Do a Quick Action

  1. Open Navigator.

  2. Find the Quick Actions tile row near the top of the screen.

  3. Click the tile for the task you want to complete.

  4. The action opens immediately — complete it and you are done.

Find a Quick Action that is not in your tile row

  1. Click the search bar inside the Quick Actions area.

  2. Type what you are looking for — for example, "book leave" or "payslip".

  3. Click the matching result to launch it.

🤓Tip: Quick Actions also appear in Evo's global search bar. Type a task name from anywhere in Evo and matching Quick Actions will show up in the results.

Personalise your Quick Actions tile row

  1. Open Navigator and go to the Quick Actions area.

  2. Click the settings icon next to the tile row.

  3. Browse the available actions.

  4. Select the ones you want to pin to your tile row.

  5. Click Save. Your tile row updates immediately.

Actions Required

Actions Required is your AI-prioritised task list. It pulls together everything that needs your attention from across your systems into one place — so nothing gets missed.

Check your Actions Required

  1. Open Navigator.

  2. Scroll down to the Actions Required section.

  3. Each item shows what needs doing and any relevant deadline or context.

Complete an action

  1. Find the item you want to action in the list.

  2. Click the item to open it.

  3. Complete the task in the panel that opens.

  4. Once done, the item automatically disappears from your list.

🤓Tip: You can complete most actions without leaving Navigator — there is no need to open another product screen.

Stay on top of your day

  1. Open Navigator at the start of your working day.

  2. Review Actions Required to see what is most urgent.

  3. Work through the items shown and action anything that needs your attention.

Quick Panels

Quick Panels are slide-out information streams — your Feed notifications, Tasks, and Comms — that you can open from anywhere in Evo without leaving what you are doing.

Open a Quick Panel

  1. Open Navigator and look for the Quick Panel icons on the left-hand side of the screen.

  2. Click the icon for the panel you want — for example, Feed, Tasks, or Comms.

  3. The panel slides open over your current screen.

  4. Review your content and take any actions needed.

  5. Click the same icon again to collapse the panel. Your main screen is unchanged.

Manage which Quick Panels appear

  1. Open Navigator.

  2. Click the settings icon near the Quick Panel icons.

  3. Toggle the panels you want to show on or off.

  4. Your preferences are saved automatically.

Conversational Interface

The Conversational Interface lets you ask questions about your work in plain language and get instant, visual answers — no need to know which report to run or which screen to visit.

Ask a question

  1. Open Navigator.

  2. Click into the Ask Navigator bar at the top of the screen.

  3. Type your question in plain language — for example:

    • "How much annual leave do I have left?"

    • "When is my next shift?"

    • "What training do I have coming up?"

  4. Press Enter.

  5. Navigator returns a visual answer — a chart, table, or summary — based on your data.

Ask a follow-up question

  1. After receiving your first answer, click back into the Ask Navigator bar.

  2. Type your follow-up — for example, if you asked "What training do I have coming up?" you could follow up with "When does it expire?"

  3. Press Enter. Navigator remembers the context from earlier in your session — you do not need to repeat yourself.

Act on an answer

  1. After Navigator returns a result, look for any suggested next actions shown below or alongside the answer.

  2. Click an action to complete it directly from the result — for example, booking onto a training course or submitting a request.

Quick Sections

Quick Sections are dedicated areas within Navigator where a single tool is displayed in full — giving it more screen space than a side panel. They sit permanently in Evo Navigator, so your most-used tools are always a click away without needing to launch anything separately.

Open a Quick Section

  1. Open Navigator.

  2. Scroll below the Actions Required area.

  3. Click a section to open it.

Configure your Quick Sections

  1. In the Quick Sections area, click the settings icon.

  2. Select the tools you want to appear as sections in Navigator.

  3. Click Save. Each selected tool will appear as its own section in Navigator.

🤓Tip: Use Quick Sections to build a workspace for your regular routine — group your key tools together once, then open that section every day instead of navigating to each one separately.

Related Articles
Did this answer your question?