Navigating the Dashboard

The dashboard is your starting point every time you log in to Pasco Cloud. It gives you a quick overview of your active projects, recent activity, and anything that needs your attention. This page walks you through the main interface elements so you can find your way around confidently.

Dashboard Overview

When you log in, the dashboard shows you:

• Stat cards — quick counts of your projects, reports, open issues, and pending tasks
• Recent reports — the latest reports created or updated across your projects
• Recent issues — newly raised or recently updated issues
• Quick actions — shortcuts to common tasks like creating a new report or raising an issue

The dashboard is personalised to your account. You only see data from projects and organisations you have access to, based on your memberships and the platform's visibility model.

🚀 Let's go!

If this is your first time logging in, the dashboard will look fairly empty. That is normal — it will populate as you create projects, build templates, and start generating reports. Follow the Getting Started steps to set things up.

Sidebar Navigation

The sidebar on the left is your main way to move around Pasco Cloud. It includes links to every major section of the platform:

• Dashboard — return to the home screen
• Projects — view and manage your projects
• Templates — browse and build inspection templates
• Reports — view, create, and manage reports
• Issues — track defects and concerns
• Tasks — manage work items and Kanban boards
• Contracts — track project contracts
• Users — manage your team, connections, and groups
• Tools — calculators, converters, image studio, PDF tools
• Notifications — view your notification history
• Settings — profile, preferences, and account settings

Collapsed Mode

Click the collapse button at the bottom of the sidebar to switch to icon-only mode. This gives you more screen space for content while keeping navigation accessible. Hover over any icon to see its label, or click to navigate.

The sidebar remembers your preference — if you collapse it, it stays collapsed next time you log in.

💡 Tip

On smaller screens, the sidebar automatically collapses to icon-only mode. You can expand it temporarily by clicking the menu icon in the header.

Header Bar

The header bar runs across the top of every page and includes three key elements:

Search

The search bar lets you find anything across the platform — projects, reports, issues, tasks, users, organisations, and templates. Click the search bar or use the keyboard shortcut ⌘K (Mac) or Ctrl+K (Windows) to open search from anywhere.

Type a few characters and results appear instantly, grouped by type. Click a result to navigate directly to it.

Notification Bell

The bell icon in the header shows your unread notification count. Click it to see a dropdown of recent notifications — report approvals, issue assignments, task updates, team invitations, and more.

For your full notification history, click View All in the dropdown or navigate to the Notifications page from the sidebar.

User Menu

Click your avatar or name in the top-right corner to access the user menu. From here you can:

• View and edit your profile settings
• Switch your primary organisation
• Log out of the platform

Search in Detail

Search is one of the fastest ways to navigate Pasco Cloud, especially as your data grows. A few tips:

• Search by name or title — type part of a project name, report title, or person's name
• Results are grouped — projects, reports, issues, tasks, and users appear in separate sections
• Keyboard navigation — use arrow keys to move through results and Enter to select
• Quick access — the ⌘K / Ctrl+K shortcut works from any page, so you never need to scroll to the search bar

💡 Tip

Get into the habit of using ⌘K to search. It is the fastest way to jump to any project, report, or person — much quicker than navigating through menus.

Notifications

Pasco Cloud keeps you informed about activity that matters to you. Notifications are triggered by events like:

• A report being submitted for your approval
• An issue being assigned to you
• A task being created or updated in your projects
• A team invitation arriving

Notifications appear in three places:

1. Bell dropdown — quick view in the header
2. Notifications page — full history with read/unread status
3. Push notifications — on your phone if you have the mobile app installed and notifications enabled

For more details, see the Notifications documentation.

Favourites

You can favourite projects, templates, and other items for quick access. Click the star icon on any supported item to add it to your favourites. Favourited items appear in relevant lists with a star indicator, making them easy to find.

Settings

The Settings page (accessible from the sidebar or user menu) lets you manage:

• Profile — your name, email, phone number, job title, address, and avatar
• Preferences — notification settings and display options
• Connections — your personal network of contacts on the platform

ℹ️ Did you know?

Settings are personal to your account. Changes you make here do not affect other users or your organisation's settings. Organisation-level settings are managed from the organisation detail page.

What's Next?

Now that you know your way around the dashboard:

• Set up your organisation if you have not already
• Create your first project to start organising your work
• Build a template and complete your first digital inspection