Dashboard and Navigation - EcoHexagon User Guide

Master EcoHexagon's dashboard and navigation system to efficiently manage your business operations with real-time insights and powerful shortcuts.

🎯 Customize Your Interface

Personalize your navigation and dashboard experience with advanced configuration options:

Access Navigation Settings →

📊 Dashboard Command Center

Interactive dashboard showing clickable widgets and navigation elements

Interactive Widgets

Click Numbers: Tap "3 Open Tasks" to drill into details
Real-time Updates: Data refreshes automatically
Customizable Layout: Drag and arrange widgets
Status Indicators: Visual alerts for urgent items

Quick Actions Header

🔍 Global Search: Find anything instantly
➕ Quick Add: Create items from any page
🔔 Notifications: Important alerts and updates
⏰ Time Tracking: Clock in/out controls

Keyboard Shortcuts

N: Add Note Modal (any page)
S: Add Ticket Modal
T: Add Task Modal
I: Add Project Time
M: Multiple Tasks Modal

Dashboard Customization: Personalize your command center layout and configure widget preferences in General Settings

🏢 Core Business Modules (7 Essential)

📊 Dashboard & 📅 Events

Dashboard: Real-time metrics, clickable widgets, customizable layout
Events: Calendar integration, event tracking, automated reminders

Access: /[workspace]/rs/dashboard

👥 Clients & 🎯 Leads

Clients: 12-tab profiles, portal access, engagement tracking
Leads: Pipeline management, conversion workflows, source tracking

Integration: Client Management Guide

📁 Projects & ✅ Tasks

Projects: 10-tab structure, Gantt charts, resource management
Tasks: List/Kanban/Gantt views, bulk operations, dependencies

Integration: Project Guide

🔄 Subscriptions - Recurring Business

Subscription Management: Set up recurring services and billing
Automated Billing: Recurring invoices and payment processing
Service History: Complete subscription timeline and analytics

Module Access: Use your workspace URL pattern https://ecohexagon.com/[workspace]/rs/ to access all core business modules with full functionality.

💰 Sales & Financial Modules (6 Advanced)

Sales and Financial modules with expandable navigation

📈 Sales & 🎯 Prospects

Sales Pipeline: Performance metrics, forecasting, conversion tracking
Prospect Management: Lead qualification, pipeline management, opportunity tracking
Performance Analytics: Sales reports, goal tracking, team performance

Guide: Proposals & Leads

💰 Invoices & 💳 Payments

Professional Invoicing: Automated billing, payment status tracking, late fees
Payment Processing: Multiple methods, reconciliation, payment history
Financial Automation: Recurring billing, payment reminders, portal integration

Guide: Invoicing & Payments

📋 Estimates & 💸 Expenses

Quote Generation: Professional estimates, approval workflows, conversion tracking
Expense Management: Receipt tracking, categorization, reimbursement workflows
Financial Reporting: Profit analysis, expense reports, budget tracking

Integration: Financial Reports

Financial Configuration: Set up automated billing, payment processing, and financial reporting in Email & Financial Settings

👥 Team & Collaboration Modules (4 Essential)

Team and collaboration modules for staff management and communication

👨‍💼 Team Management

Staff Management: Employee profiles, role assignments, permission control
Workload Tracking: Resource allocation, capacity planning, performance metrics
Team Analytics: Productivity reports, collaboration insights, goal tracking

Setup: Team Permission Settings

💬 Messages & Communication

Internal Messaging: Team chat, project discussions, direct messages
Notification System: Real-time alerts, email integration, priority messaging
Communication History: Message archives, search functionality, thread management

Guide: Team Collaboration

📂 Files & ⏰ Time Tracking

Document Management: File sharing, version control, access permissions
Time Cards: Clock in/out, timesheet management, attendance tracking
Productivity Tools: Time reports, file organization, collaboration workflows

Integration: Reports & Files Guide

Team Configuration: Set up roles, permissions, and collaboration features in Permission Settings and Team Notifications

⚙️ Support & Administration (4 System)

Support and administration modules for system management

🎫 Support & Knowledge

Ticket Management: Issue tracking, priority management, resolution workflows
Knowledge Base: Documentation management, search functionality, article categorization
Support Analytics: Response times, resolution metrics, customer satisfaction

📈 Reports & Analytics

Business Intelligence: Custom reports, data visualization, performance dashboards
Export Options: PDF, Excel, CSV formats for comprehensive analysis
Automated Reporting: Scheduled reports, email delivery, executive summaries

Guide: Complete Reports Guide

⚙️ System Settings

User Preferences: Interface customization, notification settings, personal configuration
System Configuration: Platform settings, integration setup, security options
Advanced Features: API access, custom fields, automation rules

Access: Complete Settings Guide

Administrative Access: Configure all system settings, user permissions, and advanced features through the comprehensive Settings & Configuration interface.

🔍 Search & Quick Actions

Global Search: Find anything across all modules instantly
Quick Add (+): Rapidly create new items (tasks, clients, projects)
Smart Suggestions: Auto-complete and recent searches

🔔 Notifications & Profile

Notifications: Important alerts and updates with priority indicators
User Profile: Access account settings, preferences, and logout
Language Switch: Change interface language instantly

⏰ Time Management

Time Tracking: Quick clock in/out for accurate billing
Current Timer: View active project and elapsed time
Time Reports: Access daily and weekly summaries

Header Customization: Configure notification preferences and header layout in General Settings

🔧 Troubleshooting & Solutions

🚨 Critical Issue: Limited Sidebar Navigation

Problem: Only seeing 3 basic modules (Dashboard, Apps, Pricing) instead of 16+ business modules

Root Cause: You're in the basic Apps interface, not the full business workspace

📋 Solution Steps

Navigate to Apps: Click "Apps" in your current sidebar
Find Workspace Link: Look for "Accessible Links" section
Access Full Interface: Click your workspace URL (ends with /rs/)
Bookmark URL: Save direct link: https://ecohexagon.com/[workspace]/rs/

✅ Result: You'll see all 16+ business modules in the left sidebar

🔄 Dashboard Data Issues

Problem: Financial metrics or project data appears outdated

🔧 Quick Fixes

Refresh Method 1: Navigate away from Dashboard and back
Refresh Method 2: Use browser refresh (F5 or Ctrl+R)
Cache Clear: Hold Shift while refreshing for hard reload
Widget Reset: Re-customize dashboard layout to force data reload

Additional Support: For persistent issues, check your user permissions or contact system administrator

🚀 Power User Features

🎯 Advanced Access Methods

Direct URLs: [workspace]/rs/[module-name]
Bookmark Strategy: Skip Apps portal entirely
Quick Navigation: Use browser address bar for instant module access

Essential URL: https://ecohexagon.com/[workspace]/rs/

⚡ Efficiency Techniques

Keyboard Mastery: Use N, S, T, I, M shortcuts from any page
Global Search Power: Search across all modules simultaneously
Dashboard Widgets: Customize layout for your specific workflow

👥 Collaboration Features

Real-Time Work: Multiple users can work simultaneously
Smart Notifications: Configure alerts for team activities
Activity Tracking: Monitor team progress across projects

Pro Configuration: Set up advanced workflows and automation in Integration Settings

📋 Navigation Quick Reference

🎯 Essential URLs

Full Business Interface: https://ecohexagon.com/[workspace]/rs/
Direct Module Access: https://ecohexagon.com/[workspace]/rs/[module]
Settings Portal: https://ecohexagon.com/[workspace]/rs/settings

⌨️ Keyboard Shortcuts Reference

Key	Action	Context
N	Add Note Modal	Any page
S	Add Ticket Modal	Any page
T	Add Task Modal	Any page
I	Add Project Time Modal	Any page
M	Add Multiple Tasks Modal	Any page

💡 Quick Tips for Efficiency

Daily Routine: Check dashboard metrics first thing each morning
Bookmark Strategy: Save frequently used module URLs for instant access
Keyboard Focus: Practice single-letter shortcuts until they become automatic
Search First: Use global search before navigating manually

Learn More: Master advanced shortcuts and workflows in the Complete Quick Reference Guide

🆘 Navigation Help Resources

Get Navigation Help

Quick Help: Quick Reference Above - Essential URLs and shortcuts
Detailed Guidance: Settings & Configuration - Configure navigation and interface options
Advanced Features: Quick Reference Guide - Keyboard shortcuts and advanced tips
Expert Support: Contact your system administrator for enterprise-level configuration