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Getting StartedNavigating the Dashboard

Navigating the Dashboard

An overview of the key areas in NextStep and how to get around.

The sidebar is your main navigation. It includes:

  • Inbox — See tasks assigned to you and comments that mention you.
  • Active Processes — View all your active and completed process instances, track progress, and manage runs.
  • Scheduled Processes — View and manage scheduled processes.
  • Process Library — Browse and manage all your process templates.

Below these, you’ll also find:

  • Create Process — Opens the process creation modal to start a new template.
  • Run Process — Quickly start a new instance of a published process.
  • Settings — Manage your team, branding, billing, and account settings.

The sidebar can be collapsed on larger screens using the collapse button.

Active Processes

The Active Processes page (your main dashboard) shows all your process instances at a glance.

Filter tabs:

  • Active — Instances still in progress.
  • Completed — Finished instances.
  • Overdue — Active instances that are past their due date.

Search and group:

  • Search instances by title.
  • Toggle Group by Process to organise instances by their process template.

Sort by:

  • Due date
  • Date started
  • Progress percentage

Each instance shows its progress bar, status badge, start date, due date, and quick actions.

Command Palette

Press Cmd+K (Mac) or Ctrl+K (Windows) to open the command palette. This lets you quickly search for processes and navigate to any page without using the mouse.

The inbox shows badge counts for unread comments and assigned tasks, so you can see at a glance if anything needs your attention.

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