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

SectionWhat's Inside
DashboardOverview stats, upcoming events, recent communications
MembersAll/Youth/Adults/Leaders views, add/edit members
UnitsDens, patrols, teams - create and manage
EventsCreate events, track RSVPs, mark attendance
CommunicationsSend emails, view delivery status
WebsitePages, menus, media library
ImportBulk roster imports from BSA systems
SettingsOrganization 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:

  1. Press Cmd+K
  2. Type name
  3. Click result

Create event:

  1. Events → Create Event
  2. Fill details
  3. Save

Send newsletter:

  1. Communications → New
  2. Add recipients
  3. Write message
  4. Send or schedule

Need Help?

  • Click user menu → Help & Support
  • Browse documentation by section
  • Use search to find specific topics