Understanding the Main Navigation Structure of Workslayr is crucial for efficiently managing your service-based business operations. This intuitive interface is designed to help you quickly access all the tools needed for employee management, projects, clients, time tracking, and invoicing. As an operational software, Workslayr ensures that everything you need is just a click away, supporting the all-in-one advantage it offers.
Overview of the Navigation Bar #
The primary navigation bar is located on the left side of your screen and serves as the central hub for Workslayr’s extensive functionalities. Your access to specific modules within this navigation structure often depends on your user role and permissions. Administrators will naturally have broader access compared to a standard employee.
Key Navigation Sections and Their Functions #
The main navigation bar is logically organized to reflect core business processes. Here’s a breakdown of the common sections you’ll encounter:
- Dashboard: This section typically contains both your My Dashboard (personal employee overview) and the Admin Dashboard (company-wide operational insights for administrators). It’s your starting point for seeing key metrics and daily tasks.
- Leads: Access to Lead Contacts and Deals & Pipelines, allowing you to manage your sales pipeline from initial contact to potential conversion into a client.
- Clients: Here you can manage all your existing clients, view client profiles, and oversee client-related documentation such as contracts.
- Employees: This module is where you manage your workforce, including individual employee profiles, attendance tracking, and leave management.
- Projects: Central to work management, this section allows you to create, monitor, and manage all your projects, assign tasks, and track progress.
- Finances: Although Workslayr is not accounting software, the finance section helps manage operational money flows related to proposals, estimates, invoices, and expenses.
- Settings: This crucial area lets you configure various aspects of your Workslayr environment, from company settings to roles and permissions, ensuring the platform aligns with your business processes.
Each main section often expands to reveal sub-modules when clicked, providing more granular access to specific features. This structured approach helps ensure you can always find the functionality you need without extensive searching, reinforcing Workslayr’s philosophy of making operational management straightforward for service businesses.
Workslayr provides various quick actions and shortcuts to manage daily operational tasks. These features are designed to facilitate efficient data entry and navigation within the platform. Understanding these shortcuts can streamline workflows for all user roles.
You can identify quick action buttons by their consistent placement and iconographic representation throughout the interface. These buttons often initiate processes such as adding new records or performing immediate operations.
Common Quick Actions #
Common quick actions typically involve single-click operations to create new entries or trigger specific functions. For example, within the Lead Contacts table, a “Plus” button allows for new lead creation. Similarly, in other modules, this pattern applies to:
These actions are accessible from relevant module pages. The specific forms and fields that appear after clicking a quick action button are tailored to the module’s function, aligning with the core modules overview of Workslayr.
In-Table Actions #
Many tables across Workslayr, such as the Client Table or the Deal Agents list, include an “Actions” column. This column contains options relevant to the specific row item. These can include:
- View: Opens a detailed view of the record.
- Edit: Enables modification of the record’s details.
- Delete: Removes the record from the system.
For example, within the Lead Contacts view, common actions include viewing, editing, or converting a lead. These actions maintain consistency in main navigation structure and interaction patterns across the platform.
Workslayr provides search and filter functionalities to locate specific data across the platform. These tools allow users to refine displayed information based on various criteria.
Lead Contact Filters #
In the Lead Contacts view, filter options are available above the lead table. Users can apply filters by date range, type, or use a search bar for keywords. Additional filters include:
- Filter by Date: Choose between ‘Created’ or ‘Updated’ dates.
- Lead Source: Select from configured lead sources.
- Lead Owners: Filter by specific employees assigned as lead owners.
- Added By: Filter by the employee who added the lead.
Applying these filters updates the Lead Contact Table to display only relevant entries.
Deal Filters #
The Deals section offers filtering for both table and Kanban views. You can filter deals by duration, pipeline, or product. This assists in focusing on specific deal sets, as described in Navigating the Interface. Understanding these filters is part of the Introduction to Workslayr processes.
Dashboard Date Filters #
On the Admin Dashboard, each tab (Overview, Project, Client, HR, Tickets, Finance) includes a date selector. This allows administrators to filter all displayed analytics data within that tab for a specific period. These filters influence the dashboard reports presented.
