--- title: "Menus" slug: "menus" updated: 2025-08-05T19:44:29Z published: 2025-08-05T19:44:29Z canonical: "docs.processmaker.com/menus" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Menus A custom menu replaces the default top menu that displays in ProcessMaker Platform. Each item in the custom menu is a hyperlink that specific users and/or group members configured to view that menu may select to go to that hyperlink's destination. A well-designed custom menu organizes important, relevant hyperlinks to destinations that user or group members visit frequently, such as the following: - [Collections](/v1/docs/collections) for users who have access to those Collections can more easily access them after those users log on. - [Saved Searches](/v1/docs/saved-searches) for users who have been shared those Saved Searches can more easily access them. - [Requests](/v1/docs/requests-and-cases) that users start often. - External links your organization visits frequently, such as your organization's portal. For example, [create one menu](/v1/docs/create-a-menu) for your Sales team members that provides links to the in-progress Requests location and their Saved Searches they use to monitor their KPIs, but another menu for all users to access Human Resources information. Different users and different groups may access the same custom menu. ## View Menus Follow these steps to view all the menus in your organization: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Admin** option from the top menu. The **Users** page displays. 3. Click the **Customize UI** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/3408139a-b359-458c-9465-eea1e35731ac.png) from the left menu. The **Customize UI** page displays and shows the **Site Design** tab. 4. Click the **Menus** tab to display all menus. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/53afcc89-5372-4b32-9c05-5dd4e65bb588.png) The **Menus** tab displays the name of each menu under the **Name** column. and provides options to edit or delete these menus. --- ## Create a Menu Follow these steps to create a customized menu that displays commonly used tabs for users.: 1. [View all menus in your organization](/v1/docs/menus#view-menus). The **Menus** tab displays: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/59b0387d-fee7-47fb-a590-5ec5ed8452d4.png) 2. Click the **+Menu** button. The **Create Menu** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b195d220-3e60-4751-8614-7b5f715278a1.png) 3. In the **Name** setting, enter a unique name for the menu. This is a required setting. 4. In the **Description (optional)** setting, enter a description for the menu. 5. Click **Save.** 6. To delete a menu, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/4289e1e8-d0d5-41c3-8cc3-fe10b12dd7af.png) menu and Click the **Delete** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/edd91aa8-3ed7-4211-82f3-7d6e85747cce.png). The **Caution** screen displays to confirm the deletion of the menu. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/7159638a-da31-4e54-af95-02f5c6a72369.png) 7. Click **Confirm**. 8. To add links to a menu, see [Edit a Menu](/v1/docs/locate-the-url-for-processmaker-platform-locations). --- ## Create a Link for a Menu Follow these steps to create a menu: 1. [View all menus in your organization](/v1/docs/menus#view-menus). The **Menus** tab displays: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/587e5034-372b-4653-afa3-f2eab36b6e7a.png) 2. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0b62781b-1df3-4168-8ffa-f8034c6fab8a.png) menu for the menu in which to create a link. 3. Click the **Edit Menu** option. The **Links** tab displays links in the same order they appear in the menu (left to right), but arranged from top to bottom. 4. To reorder the links, click and drag the **sort icon** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/dbdc5023-f62a-4402-82b7-eacb0e4a086b.png) next to a link to move it to a new position in the menu. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/daf38d98-58b1-434e-943d-712a5e63923b.png) 5. Click the +Link button. The Create Link screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/3f6a0608-72fb-4c3e-a503-9b55fef251ec.png) 6. In the **Link Text** setting, enter a unique name for the link. This is a required setting if an icon is not selected from the **Icon** setting. 7. From the **Icon** setting, select an icon to display to the left of the link text. This is a required setting if the **Link Text** setting does not contain a value. 8. From the **Color Variant** setting, select a color to display for the link. Both the link text and the icon display in the selected color. Select from one of the following options: - **black:** Black-colored. This is the default option. - **danger:** Red-colored - **info:** Teal-colored - **primary:** Blue-colored - **secondary:** Gray-colored - **success:** Green-colored - **warning:** Yellow-colored - **white:** White-colored 9. In the **URL** setting, enter the URL that links to the location. See the following regarding how to locate the URL for these ProcessMaker locations: - [Locate a Task page URL](/v1/docs/locate-the-url-for-processmaker-platform-locations#locate-a-task-page-url) - [Locate a Collection's URL](/v1/docs/locate-the-url-for-processmaker-platform-locations#locate-a-processmaker-collections-url) - [Locate a Saved Search's URL](/v1/docs/locate-the-url-for-processmaker-platform-locations#locate-a-saved-searchs-url) - [Locate a dashboard's URL](/v1/docs/locate-the-url-for-processmaker-platform-locations#locate-a-dashboards-url) 10. Select the **Open in a new window** checkbox to open the link in a new browser window. 11. Click **Save**. The link displays in the **Link** tab.