Find your way around
Every page in the dashboard shares the same layout: the sidebar on the left, the top bar across the top, and the page itself in the middle.
The sidebar
The sidebar holds every section of the dashboard. Select a section name, like Community or Giving, to open or close its pages.
| Section | What’s in it |
|---|---|
| Workflows | Your task list (My work), every board, and any boards you’ve starred. |
| Community | Overview, announcements, events, event forms, connects, people, podcast, calendar, gatherings, prayer requests, guest forms, plan a visit, reports, and point of sale. |
| Check-in | Overview, attendance, children, campaigns, reports, and settings. |
| Giving | Overview, donations, recurring, businesses, reports, and settings. |
| Groups | Overview, groups, messaging, attendance, reports, and settings. |
| Organization | Overview, analytics, rewards, videos, website, leadership, forms, facilities, docs, email templates, devices, audit log, files, and settings. |
A number next to a page, like People 14, means something new is waiting there: new people, unread prayer requests, guest forms, or planned visits.
You only see the sections and pages your role includes. If something’s missing, see What you see depends on your role.
At the top of the sidebar, your organization’s name opens the organization switcher.
At the bottom, your name opens a menu with My profile, Notification settings, and Log out. When a new version of the dashboard is ready, an Update available banner appears here too. Select it to reload.
To make more room, select Hide menu in the top bar or press ⌘Ctrl H.
The top bar
From left to right:
| Button | What it does |
|---|---|
| Hide menu / Show menu | Collapses or opens the sidebar. |
| Page title | The page you’re on. |
| Search | Opens universal search. |
| Support | Opens this Knowledge Hub. |
| Light / dark mode | Switches the dashboard’s theme. |
| Notifications (the bell) | Opens your notifications. |
| Send notification or warning | Sends a push notification, email, or app warning to your people. See Send a notification. |
| My work | Opens your Workflows task list, with a count of unread updates. |
| Upload | Shows videos and files still uploading. It turns into a cloud icon if you go offline. |
Page tabs
Many pages have tabs under the title that switch between related pages. For example, Events has Events, Payments, Tickets, People Going, and Seating. The tabs match the pages in the sidebar, so use whichever is closer.
Tables
Lists of people, payments, gifts, and tickets share the same tools:
- Sort: select a column heading. Select it again to reverse the order.
- Search: type in the search box above the table. Most searches look at names, emails, and phone numbers. Press / to jump to the search box from anywhere on the page.
- Filter: select the filter button to narrow the list, like showing only refunded payments.
- Open a row: select a row to see its details underneath, with actions like Refund or Check in.
- Download: select the download button to save the list as a CSV file you can open in Excel, Numbers, or Google Sheets.
- Send notification: on lists of people, the megaphone button messages everyone in the list.
- Pages: at the bottom, choose how many rows to show and move between pages.
Keyboard shortcuts
On a Mac use ⌘Ctrl; on Windows use ⌃Ctrl.
| Shortcut | What it does |
|---|---|
| ⌘Ctrl K | Open universal search |
| / | Jump to the search box on the current page |
| ⌘Ctrl J | Open notifications |
| ⌘Ctrl ⇧ Y | Send a notification or warning |
| ⌘Ctrl H | Hide or show the sidebar |
| Esc | Close search, notifications, or a dialog |
Light and dark mode
Select the sun or moon in the top bar to switch. The dashboard starts out matching your computer’s setting.