Toolbar
If your users often perform a group of related tasks, you can make it convenient for them by grouping apps for performing these tasks into a menu. This way, the users don't need to search a long list of apps for the one they want. Instead, they just go to that one location to access all the related apps.
How to create a menu
To create a menu, on the Toolbar screen click +Add. From the list that appears pick the apps you want to add to your menu. Give your menu a meaningful name, so that the users know what tasks to complete from there. When you click Save, you will find a new dropdown on the Finsemble toolbar. Click it to see all the apps you just grouped now listed in the new menu.
If you then add another menu, it will appear to the right of any previously added menus. You can have up to 5 menus. When you reach this limit, the Add button becomes disabled and you can't add more menus unless you delete an existing one.
You can edit a menu by clicking it in the list. You can then add or remove an app from the menu by toggling the control next to it. You can also rename your menu. Click Save when you're done.
To remove a menu, click the Delete icon next to it.
How to organize menus
Typically, menus are organized in one of two ways. Either way is valid, it's simply a matter of preference, so pick the option that works for you. The first option is when a company wants all their apps in one large menu. if that's your preference, you don't need to do anything.
The alternative is to have several menus where each contains apps grouped according to some criteria. For example, you might want to group apps that belong to the same complex workflow. We recommend that you plan which apps go on which menu before you start adding menus. This way you reduce the chance of forgetting to add an app somewhere. Such an orphan app becomes inaccessible to your users.
When you add your first menu, it replaces the AppLauncher menu that comes with SDD. The apps you add to the menu are accessible to your users in a normal way. The apps you didn't add are now not accessible until you create more menus and fill them with the remaining apps.
Every app needs to end up on some menu, or else nobody will be able to launch it. For this reason, it is a good practice to verify that every app appears on at least one menu.
See also
Introduction to Smart Desktop Designer