Task pane tour

A tour of the GitM PDM task pane. The pane has a top bar and five tabs: Files, Snapshots, BOM, Branch, Team.

Top bar

• Project switcher — the @owner / project name is a clickable pill, not just a label, with a count badge when you have 2+ connected projects. Click it for a menu: your Projects (the active one has a dot), + Connect another project…, Company admin portal ↗ (opens the Tandem portal in your browser — a new tab, you stay signed in here), and a footer Signed in as @user · Switch account…. One click switches projects — no re-sign-in. The branch pill sits beside it. See Switch or connect projects.
• ⊘ Offline pill (amber) — appears only when GitM has no connection. Editing and local versions still work; cloud actions are paused. Hover to see how many local check-ins are waiting. See Work offline.
• Get Latest () — pull the latest files from GitHub. A blue count badge on the icon means a teammate added or changed that many content files (CAD, library parts, PDFs, STEP/IGES, docs) you haven't pulled yet — click to download them. Hover the icon for a per-type breakdown. The count ignores GitM's internal data (thumbnails, BOM, registry). The badge is populated by Refresh and the background Check for Updates timer; it clears after Get Latest completes.
• Refresh — run a read-only check for new versions on GitHub (no file download) plus a local status refresh. Tooltip: "Refresh — check GitHub for new versions (no download)." The background Check for Updates timer runs the same operation automatically.
• Settings () — open the Settings dialog.
• ? (help) — click to open a small menu with two items: Help (opens the documentation site at gitmdocs.gojain.com, or the bundled offline copy if offline) and Version (shows the current release, e.g. V1.5.0). Hovering still shows the icon guide tooltip.
• Notification bell — surfaces session notices (e.g. a held lock) without shifting layout.

Files tab

The main working surface.

Toolbar (single row, left to right): - Search (flexes to fill) — jump-to autocomplete by filename. - All ▼ / Filter (N) ▼ — grouped filter dropdown: TYPE (Parts/Assemblies/Drawings), STATUS (Placeholder/Downloaded), LOCK (Locked by me/others/Not locked). OR within a group, AND across groups. Label shows active filter count. - Sort ▼ — Name (default, alphabetical) or Lock Status. List view only. - Doc ( eye icon + count badge) — shows or hides the derived/document/image rows. Appears only when such files exist; the eye shows a slash and the badge counts them while they're hidden, and the button turns blue while they're shown. - ≣ / ⊟ — icon-only List / Tree toggle. - Share — start a supplier share. Manager/Admin only; opens share-selection mode for picking multiple files. See Share files with a supplier. - ⋯ — kebab for bulk actions: Add Library Part (copy a standard part from a library source into Library/) and Assign Part Nos to All.

See Filter the task pane for full details.

File rows show name, lock state, and badges: - Checked out by me (amber) / Checked out by others (green) / Available (grey). - M — modified (saved, not checked in). - Cx · Lx — version coordinate: which cloud version (C3) the file is on, plus any unpublished local versions on top (C3 · L2). Just Cx if clean; just Lx for a never-pushed local-only file. - ·placeholder· — bytes not on this PC. - Right-click menu: Check Out, Check Out & Open, Open (Read-Only), Save Local Version, Discard Changes, Show Versions (opens the per-file timeline overlay with Cx/Lx and per-version Restore), Show on GitHub, Copy Path, Make Available on this PC, Generate BOM (assemblies), Assign/Re-stamp Part Number, Release… (stamps a revision; releaser/admin only), Open ECO for this file…, Freeze/Unfreeze File (Maintain/Admin), Share with Supplier... (Manager/Admin; disabled if the file is locked by you), Force Unlock (admin), Delete File (admin, published files).

Bottom action bar — adaptive primary button + ⋯ overflow:

Button	When shown	What it does
Check In All (N)	Primary, when you have pending changes	Publishes all pending files to GitHub and undoes their check-outs. Does not create a snapshot.
Publish Snapshot	Primary when repo is clean; otherwise in ⋯	Snapshots the whole repository as a numbered milestone. See Publish a snapshot.
Undo all check-outs	⋯ overflow	Discards uncommitted edits and undoes every check-out you hold. Use when handing work back.
Discard all changes	⋯ overflow	Reverts uncommitted tracked edits to HEAD. Keeps your check-outs. Untracked files are left in place.

Restore to Snapshot is a working-tree checkout — it changes files on disk but does not commit or push. Affected files appear as modified / Checked out by me; Check In to keep the restore, or Discard to undo it.

• Transient status messages appear as a floating toast, not inline, to avoid layout shifts.

Snapshots tab

Published snapshots (whole-repo milestones), newest first, each with author, time, description, and a short commit id. Per snapshot: Restore this Snapshot (resets the whole project to that snapshot) and GitHub (opens the commit on github.com). An amber banner appears when you have unpublished local versions. Single-file history lives on the file's right-click Show Versions overlay, not here. See Open an earlier version.

BOM tab

Generate, view, and sort the Bill of Materials for an assembly. The BOM is stored under .gitm/bom/ and displayed in the browser via GitMCloud after check-in.

Toolbar (single row, left to right): - Search (flex) — filter BOM lines by name, part number, description, or material. - Assembly ▼ — fixed-width picker (extension stripped for display; full name on hover). Visible only when at least one BOM exists. - Sort ▼ — Line # (default), Part No, Component, Qty, or Mass. List view only. - ≣ / ⊟ — List / Tree toggle. - ⟳ — re-extract BOM from the open assembly (one-click, stays on the toolbar). - ⋯ — kebab: Export to CSV.

See Generate a BOM.

The BOM browser viewer is GitMCloud — see GitMCloud docs.

Branch tab

List local/remote branches, switch (with the open-document safety check), create branches, and open a pull request on GitHub. See Work with branches.

Team tab

Team-oriented view: members, locks, supplier share links, and recent activity for the repository. Useful for seeing who has what checked out.

• Team Members / Active Locks / Recent Activity — collapsible sections.
• Supplier Share Links — every share created for this repo, with note, creator, expiry (and a badge when within 3 days), file count, and 🔒 if password-protected. Each active share has Copy and Revoke buttons. See Share files with a supplier.

Settings dialog ()

Tabs: Repository, Account (connected GitHub account + Commit Identity, Switch Account, and a Company admin portal ↗ link), Preferences (Lock on open, Check for Updates, description template, file download options, and Storage as a subsection), Team & Sharing (admin-gated Part Numbers policy), Diagnostics. See Settings reference.