Navigating the Dashboard

Navigating the Dashboard

 

Navigating the Dashboard

 
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The Dashboard is your starting point in CAD ROOMS — a central hub for accessing your workspaces, projects, files, and collaboration tools. Understanding how to navigate it efficiently helps you stay organized and move quickly between tasks.
Below is an overview of the key components and features:

Dashboard Overview

When you log in, you'll land on the Dashboard, which provides quick access to:
  • Workspace: A dedicated environment to manage your teams, billing, projects and overall workspace settings.
  • Projects: View, create, and organize your product development initiatives.
  • Shares: See files that others have shared with you, and where you may not belong to the Workspace or Project.
  • Settings: Configure account details, workspace options, member permissions, and billing preferences.

Understanding Project Cards

Each project card on your dashboard displays key information at a glance:
  • Project Name: The title of your project
  • Activity Indicators: Visual sparklines showing recent project activities.
  • Member Count: Badges showing Members' avatars and team size (e.g., +2, +3 members)
  • Recent Activity: Latest contributions including contributors and timestamps
  • Status Badges: Color-coded indicators showing project state in amber if staged local changes are still pending contribution.
  • Contributions Count: Shows how many times design changes have been contributed to the project.

Multiple Workspaces

You can be part of multiple workspaces, where each is completely separate to ensure:
  • Data privacy between environments
  • Custom team structures for flexibility
  • Focused collaboration per project or client
To toggle between Workspaces, simply click on the Workspace Bade at the top left of the Browser and select the other Workspace from the drop-down.

When using the Desktop App, using the system tray icon for CAD ROOMS will also break down projects by Workspace.

Tips for Efficient Navigation

  1. Use the breadcrumb trail at the top of the Browser to easily navigate back through workspace → project → file hierarchy
  1. Use smart search in the top right of the Browser to search for files across projects.

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