Navigating the Dashboard
The Qik dashboard at app.qik.dev is where your team manages everything in your organisation. This article walks through the layout, the sections in the navigation, the Overview page and the tools in the top bar, so you always know where to find things.
Dashboard layout
The dashboard has a navigation menu down the left-hand side and a main content area on the right where pages, lists and records open. On a phone or narrow window the navigation collapses behind a menu button in the top bar. For the big picture of how organisations, content types, scopes and people fit together, see How Qik is organised.
The navigation menu
The menu starts with Overview, followed by a section for each area of the platform. You only see sections that are switched on for your organisation and that your access allows, so two people in the same organisation can see different menus.
| Section | What you'll find there |
|---|---|
| Overview | Your home page (see below). |
| Insights | Your organisation's weekly briefing, with a week picker to look back at earlier ones. Shown to organisation administrators once the feature is enabled and a briefing has been produced; a dot marks a briefing you haven't opened yet. It may need to be enabled for your organisation — contact support. |
| Apps | Interfaces (websites and apps), Applications, Shortlink URLs, Actions and Webhooks, Variables and SSL Certificates. |
| People | Profiles (records about people) and users (people who can sign in), including Dashboard Users, Pending Invitations and Blocked / Banned Users, plus Invite User. |
| Groups | Your groups, organised by group type. |
| Events | Upcoming and past events, Checkins, Tickets, Event Repeaters, Runsheets, Runsheet Templates, Venues and Facilities. |
| Forms | All Forms, All Submissions, Recent Submissions and Form Requests. |
| Workflows | Your workflows, grouped by scope. |
| Content | Your Content Types, Articles, Comments, Tags and Smartlists. |
| Files & Media | Recently added files, images, videos and audio. |
| Comms | Recent campaigns, emails and texts, email templates, Conversations, Notifications and Messaging topics. |
| Payments | Transactions, Products, Purchases/Subscriptions, Payment Gateways and Payment Methods. |
| Access Control | Access Passes, Scopes and User Roles. |
| Developer | Actions, Time Triggers, Listeners, Code Snippets and Global Variables. Webhooks are not a separate item: an action can be set up to receive webhooks. |
| System | Logs, Utilities (Find Duplicate Profiles, Remap Profile Fields), Applications, Integrations and Custom Fields. |
Customising the navigation
You can arrange the menu to suit the way you work. Click the Customise navigation button (the "…" next to the menu) to enter customise mode, where you can:
- Drag sections into a different order.
- Hide sections you rarely use. Hidden sections are still reachable: use Show all at the bottom of the menu to reveal them.
- Add a list shortcut: pin a list of any content type (for example your "Projects" content type) straight into the menu.
- Add a link: add a label and URL, such as your staff handbook. Links that start with
/open inside the dashboard; full web addresses open in a new tab.
Click Done to finish, or Reset to default to go back to the standard menu. If you are an organisation administrator and you changed the menu, Qik asks where the changes should apply: Just me, or Everyone in your organisation (which becomes the default for anyone who hasn't customised their own menu).
The Overview page
The Overview page is where you land when you sign in. What it shows depends on your access and on the features your organisation uses, and panels with nothing to show are hidden:
- The AI prompt — when the Qik AI assistant is enabled for your organisation, a prompt sits at the top so you can ask a question straight away (see The Qik AI assistant). Otherwise you see a greeting.
- What's New from Qik — product announcements.
- Birthdays — upcoming birthdays in your organisation, if you can view profiles.
- Recent activity — a feed of recent changes, if you can view the activity log.
- Your assignments — if your login is linked to a profile and your organisation uses rostering, your upcoming assignments for the next 12 weeks.
- Your tasks — workflow cards assigned to you, grouped as Overdue, This week, Next 30 days, Later and No due date.
- Upcoming events — shown when your organisation uses rostering or check-ins.
The top bar
The bar across the top of the dashboard is available from every page:
- Home — returns you to the Overview page.
- Search — searches across your content. Use the selector beside it to narrow the search to Everything, People, Events, Images & Video, Files, or Articles and Content. See Global search.
- Help & Support — Get Help and View Documentation.
- Notifications — the bell shows how many notifications you haven't seen yet.
- Messages — your conversations with colleagues, when messaging is available (see Conversations and messaging).
- Ask Qikbot — opens the AI assistant, when it is available to you.
- Your avatar — opens a menu with Organisation Settings and Billing (administrators), Switch Organisation, User Settings, a Dark mode switch and Logout. If you are impersonating someone, Stop Impersonating appears here too.
Getting to a specific record
- Through the menu — open a section, then a list, then click the record.
- With search — type a name or keyword in the top bar.
- With smart lists and shortcuts — open a saved smart list, or pin a list into your navigation.
- From a link — links in notifications, emails and other records take you straight to the item.