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How to navigate the main Jump UI
How to navigate the main Jump UI
Peter Boshard Olson avatar
Written by Peter Boshard Olson
Updated over a week ago

When you go to my.jumpapp.com, you'll see the following navigation bar on the left-hand side of the screen:

  • The Home tab displays your meetings for the day.

    • If these are Zoom / Microsoft Teams / Google Meet meetings, you can toggle on or off the notetaker

  • The Upcoming tab displays your meetings for the coming week.

    • You can also schedule / unschedule the notetaker here for Zoom / Microsoft Teams / Google Meet meetings

  • The All past tab displays all past meetings on your calendar, whether those have recordings associated with them or not

  • The AI-processed tab is a subset of past meetings -- These are the meetings for which Jump:

    • Found a recording

    • Took post-meeting actions, like generating a note, generating a draft follow-up email, or generating tasks / cases / workflows / activities

  • The Needs action tab is the subset of past meetings for which the Jump user (you!) still has some pending Jump processing step to go through. Perhaps you still need to:

    • Sync your tasks / cases / workflows / activities to your CRM

    • Sync your note to your CRM

    • etc.

    Once you've taken these steps, the meeting will disappear from this list, and you're at "inbox zero" as far as your Jump TODOs go

The next three tabs -- Recap emails, Notes & CRM, and Follow-ups -- are each a way of looking at the same information as the Needs action tab, but instead of showing your Jump TODOs on a meeting-by-meeting basis, it's showing all the TODOs of a particular type across your meetings.

At the bottom right, you'll see two other tabs:

The Settings tab lets you see your User settings, and if you're an account admin, your Account settings as well.

The Help tab brings you to Jump's help articles.

And finally, on the bottom right of the screen, you can access the Jump messenger:

Use this to ask questions to the Jump team, or bring issues to our attention. We'll work to help you as soon as we can!

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