Dashboard Overview
Understanding the TroopBook interface
TL;DR: Left sidebar = navigation, top bar = search (⌘K), main area = content. Use ⌘K to jump anywhere fast.
Interface Layout
Three main areas:
- Left Sidebar - Navigation menu
- Top Bar - Search and user menu
- Main Content - Active page
Navigation Menu
| Section | What's Inside |
|---|---|
| Dashboard | Overview stats, upcoming events, recent communications |
| Members | All/Youth/Adults/Leaders views, add/edit members |
| Units | Dens, patrols, teams - create and manage |
| Events | Create events, track RSVPs, mark attendance |
| Communications | Send emails, view delivery status |
| Website | Pages, menus, media library |
| Import | Bulk roster imports from BSA systems |
| Settings | Organization details, locations, event types, tokens |
Quick Search (⌘K)
Press Cmd+K (Mac) or Ctrl+K (Windows) to search:
- Members - Find by name
- Units - Find dens/patrols
- Events - Find activities
- Communications - Find announcements
- Quick Actions - Add Member, Create Event, Send Newsletter
Navigation: Use ↑↓ arrows, Enter to select, Escape to close
Top Bar
Search Icon - Opens search (⌘K) User Menu - Account settings, sign out
Dashboard Home
When you first load TroopBook:
Overview Stats:
- Total members, active youth, active adults, inactive count
Upcoming Events:
- Next 3 events with dates and locations
- Click to view details or manage RSVPs
Recent Communications:
- Latest emails sent or scheduled
- Click to view or edit
Quick Actions:
- Add Member, Create Event, Send Newsletter
Navigation Tips
Keyboard: Use
Cmd+K for quick access to anything. Much faster than clicking through menus.Breadcrumbs: Top of page shows where you are
Dashboard > Members > John Smith
Direct URLs: Bookmark frequently-used pages
/dashboard/members- All members/dashboard/events- Events list/dashboard/settings/organization- Organization settings
Mobile Experience
On phones/tablets:
- Hamburger menu (☰) toggles sidebar
- Full-screen search overlay
- Responsive tables scroll horizontally if needed
Common Workflows
Find a member:
- Press
Cmd+K - Type name
- Click result
Create event:
- Events → Create Event
- Fill details
- Save
Send newsletter:
- Communications → New
- Add recipients
- Write message
- Send or schedule
Need Help?
- Click user menu → Help & Support
- Browse documentation by section
- Use search to find specific topics