Dashboard Navigation

Dashboard Overview home

The dashboard is your central command center and the first page you see after logging in. It provides quick access to key features and an overview of your PledgeCards system.

Welcome Interface: Clean, intuitive layout designed for efficient navigation
Quick Actions: Direct access to most commonly used features
System Status: Overview of current system state and recent activity
Responsive Design: Adapts to different screen sizes and devices
Navigation Hub: Central starting point for all application features

Clean Interface: Uncluttered design for easy navigation

Quick Access: Direct links to key features

Mobile Friendly: Responsive design for all devices

Central Hub: Starting point for all workflows

People Search & Management search

The prominent search box allows you to quickly find and access individual community member records. This is one of the most frequently used features for day-to-day operations.

Smart Search Box: Prominently placed search field for finding people quickly
Real-time Results: Search suggestions appear as you type
Multiple Search Options: Search by name, or other identifying information
Direct Access: Click on search results to select a person, which will enabled person buttons for quick access to person related features
Quick Navigation: Fastest way to access individual person management

Instant Search: Real-time search with auto-suggestions

Flexible Matching: Search by name, email, or partial matches

Direct Navigation: One-click access to person records

Search Memory: Recent searches for quick access

Side Menu Navigation menu

The side menu provides access to all application sections and features. On small screens, it's hidden by default but can be opened with a menu button for full navigation access.

Responsive Behavior: Visible on large screens, hidden on mobile/tablet devices
Menu Toggle: Use the hamburger menu button to open/close on small screens
Complete Navigation: Access to all major application sections
Organized Sections: Logical grouping of related features
Visual Indicators: Clear icons and labels for each section
Persistent Access: Available from any page in the application

Main Navigation Sections:

Events & Assignments: Event creation, wizard workflow, pledges assignment management
Views: Pledges overview, payments management, and calendar view of completed events
People Management: Individual person records, contact management
Settings: System configuration, resources, templates, campaigns

Dashboard Actions & Options actions

The dashboard provides various action buttons and navigation options to quickly access key workflows and frequently used features without navigating through multiple menus.

Quick Action Buttons: Direct access to common tasks like creating new events
Status Indicators: Visual cues about system status and pending items
Shortcut Navigation: Fast paths to frequently used features
Dashboard Widgets: Summary information and quick stats

New Event Creation: Quick access to wizard workflow

Recent Events: Quick access to recently created events

System Shortcuts: Direct links to key features

Mobile & Responsive Experience mobile

The dashboard is fully responsive and adapts to different screen sizes, ensuring a consistent experience across desktop, tablet, and mobile devices.

Adaptive Layout: Interface adjusts automatically to screen size
Touch-Friendly: Optimized for touch interactions on mobile devices
Hidden Menu: Side menu collapses on small screens to save space
Accessible Controls: Menu button and navigation easily accessible
Optimized Search: Search functionality works seamlessly on all devices
Consistent Experience: Same features available regardless of device

Screen Adaptation: Automatic layout adjustment

Touch Optimization: Mobile-friendly interactions

Space Efficiency: Collapsible navigation saves screen space

Universal Access: Full functionality on all devices

Pro Tips & Best Practices

Efficient People Search:

Start typing a person's name to see instant suggestions
Use partial names if you're unsure of exact spelling

Mobile Navigation: On small screens, look for the hamburger menu button (three horizontal lines) to access the full navigation menu. This button is typically located in the top corner of the screen.

Dashboard Shortcuts: Familiarize yourself with the quick action buttons on the dashboard. These provide the fastest way to access commonly used features without navigating through multiple menu levels.

Workflow Efficiency:

Use the dashboard as your starting point for all major tasks
Bookmark the dashboard page for quick access after login
Take advantage of recent activity indicators to continue previous work
Use the search function as the primary way to access individual records

Navigation Best Practices: The side menu is organized logically by function. Events and assignments are grouped together, financial features are in their own section, and settings are separate. This organization helps you quickly find the features you need.

Screen Size Optimization: If you frequently switch between devices, remember that the menu behavior changes. On desktop, the menu is always visible; on mobile, you'll need to tap the menu button to access navigation options.