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Org Board Views & Navigation

Tutorial on the various org board views and navigation options available

Written by David Suggs

This outlines the steps to navigate and utilize the DDS Dashboard Org Board effectively for team members.

1. Access the Org Board

  • Navigate to the org board using the left-hand navigation menu.

  • Locate the search bar at the top left to search for specific posts or employees.

2. View Mode Navigation

  • Click around the org board to explore different sections.

  • Click on a post to view its product, purpose, assigned heading, statistics, checklists, flowcharts, and functions.

3. Edit Mode Functionality

  • Switch to edit mode by clicking the Edit option at the top or bottom right.

  • Assign employees to posts, add new posts, or make structural changes to the org board.

4. Viewing Options

  • Use the All View to see the entire org board layout.

  • Switch to Division View to see employees by division.

  • Use Department View for a structured breakdown by department.

5. 3D View Exploration

  • Activate the 3D View to visualize the overall flow of the organization.

  • Understand the cycle of operations with the executive division at both ends.

6. Held from Above Toggle

  • Toggle the Held from Above option to view posts held at the executive level for better oversight.

7. AI Setup Interaction

  • Utilize AI Setup to make changes to the org board through conversational interaction.

8. Printing and Zooming

  • Print the org board as needed.

  • Use zoom controls on the top and bottom right to adjust the view.

9. Keyboard Navigation

  • Use keyboard shortcuts to quickly zoom into specific divisions:

    • Press 1 for Division 1

    • Press 2 for Division 2

    • Continue for other divisions.

10. Summary of Navigation Tools

  • Familiarize yourself with the different views and navigation tools to enhance your experience with the org board.

Cautionary Notes

  • Ensure you are in the correct mode (view or edit) before making changes to avoid unintentional edits.

Tips for Efficiency

  • Use the search bar frequently to quickly locate posts or employees.

  • Familiarize yourself with keyboard shortcuts for faster navigation.

  • Regularly switch between views to get a comprehensive understanding of the org board.

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