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Navigating the Dashboard

Master the Taskr interface to work efficiently. This guide covers all navigation elements and interaction patterns.

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Dashboard Layout

The Taskr dashboard is organized into distinct areas:

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The Sidebar

The sidebar is your primary navigation tool, providing access to all major sections.
  1. Click on a main section to navigate to it
  2. Click the chevron (▼) to expand sub-items without navigating
  3. Sub-items appear below the main item
  4. Click a sub-item to navigate directly to that page

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Active State Indicators

  • Highlighted background: Shows your current section
  • Bold text: Indicates the active page
  • Accent color: Applied to active menu items

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The Header Bar

The header bar provides quick access to search, notifications, and your profile.

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Organization Selector

Located in the top-left corner:
Click to:
  • View available organizations
  • Switch between organizations
  • Switch between teams (within an organization)
Access search with Cmd/Ctrl + K or click the search icon. Search capabilities:
  • Records: Customers, jobs, assets, locations
  • Documents: Files in the vault
  • Pages: Navigate to any section
  • People: Find team members
Search tips:
  • Type at least 2 characters to see results
  • Results are categorized by type
  • Press Enter to go to the first result
  • Use arrow keys to navigate results

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Notifications

Click the bell icon (🔔) to view notifications: Actions:
  • Click a notification to go to the related item
  • Mark individual notifications as read
  • Use “Mark all as read” to clear the list

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User Profile

Click your avatar in the top-right corner: Menu options:
  • Profile: Edit your personal information
  • Settings: Go to user settings
  • Switch Organization: Change active organization
  • Theme: Toggle light/dark mode
  • Sign Out: Log out of your account

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Main Content Area

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Page Structure

Most pages follow this structure:
Show your current location and provide quick navigation:

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Data Tables

Most list pages use data tables with these features: Column Features:
  • Click header to sort (click again to reverse)
  • Drag column edges to resize
  • Click column menu for more options
Row Features:
  • Click row to view details (opens sheet)
  • Checkbox to select for bulk actions
  • Action menu (⋮) for quick actions
Table Controls:

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Detail Sheets

When you click on a record, a detail sheet slides in from the right:
Sheet interactions:
  • Close: Click outside the sheet or press Esc
  • Navigate tabs: Click tab headers within the sheet
  • Actions: Use buttons at the bottom or top of the sheet
  • Nested sheets: Some sheets open additional sheets (stacked)

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Stacked Sheets

When editing related items, sheets can stack:
Visual indicators:
  • Stacked sheets are slightly offset and dimmed
  • A counter shows “Form 1 of 3 open”
  • Close sheets in reverse order (front to back)

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Common Interactions

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Creating New Records

Option 1: Page action button
  1. Navigate to the relevant list page
  2. Click Create or + New button
  3. Fill in the form
  4. Click Save or Create
Option 2: Quick add from sub-menu
  1. Expand sidebar section (e.g., Customers)
  2. Click “Create new”
  3. Complete the form
Option 3: From related record
  1. Open a record (e.g., Customer)
  2. Click “Add Location” or similar
  3. The new record is automatically linked

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Editing Records

  1. Click on the record in a table to open its sheet
  2. Click Edit or directly modify inline fields
  3. Make your changes
  4. Click Save to confirm

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Deleting Records

  1. Open the record you want to delete
  2. Click the Delete button (usually in the action menu)
  3. Confirm in the dialog that appears
⚠️ Warning: Some deletions may be restricted if the record is linked to other data. You may need to remove those connections first.

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Bulk Actions

  1. Select multiple rows using checkboxes
  2. The bulk action bar appears at the bottom
  3. Choose an action (delete, export, assign, etc.)
  4. Confirm the action

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Keyboard Shortcuts

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Mobile Navigation

On mobile devices:
  1. Tap hamburger menu (☰) to open sidebar
  2. Swipe right from left edge to open sidebar
  3. Tap outside sidebar to close it
  4. Pull down on lists to refresh
  5. Sheets open full-screen on mobile

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Tips for Efficient Navigation

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Quick Access

  • Pin frequently used pages to your browser bookmarks
  • Use search (Cmd/Ctrl + K) for fastest navigation
  • Learn keyboard shortcuts to stay on the keyboard

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Reducing Clicks

  • Open in new tab: Cmd/Ctrl + Click on any link
  • Use breadcrumbs to go back multiple levels at once
  • Use the back button sparingly (prefer in-app navigation)

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Staying Oriented

  • Watch the breadcrumbs to know where you are
  • Use the sidebar as your anchor point
  • Note the URL - it reflects your location

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Troubleshooting

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Page Not Loading

  1. Check your internet connection
  2. Try a hard refresh (Cmd/Ctrl + Shift + R)
  3. Clear browser cache if issues persist

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Can’t Find a Record

  1. Check you’re on the correct team
  2. Clear any active filters
  3. Use global search instead of page search
  4. Verify the record wasn’t deleted
  1. Check if sidebar is set to collapsed mode
  2. Try resizing your browser window
  3. Clear browser local storage if persistent
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