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Org Board Views & Navigation

Tutorial on the various org board views and navigation options available

Written by David Suggs
Updated over a month ago

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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