Navigating the Dashboard

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

Sidebar

The sidebar is your main navigation. It includes:

• Dashboard — View all your active and completed process instances, track progress, and manage runs.
• Create Process — Opens the process creation modal to start building a new process template.
• Process Library — Browse and manage all your process templates.
• Run Process — Quickly start a new instance of a published process.
• Schedule — View and manage scheduled processes.
• Inbox — See tasks assigned to you and comments that mention you.
• Settings — Manage your team, branding, and account settings.

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

Dashboard

The 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.