Dashboard Overview

CurryCMS provides role-based dashboards tailored to your responsibilities. Whether you're authoring content, reviewing submissions, or managing projects, the dashboard gives you immediate visibility into what needs your attention.

Overview

The dashboard serves as your command center, showing:

• Your work - Curricula, recent edits, and items needing attention
• Team progress - Workflow status across all content
• Bottlenecks - Items blocking progress
• Quick actions - Jump to frequently needed tasks

Role-Based Dashboards

Your dashboard view depends on your account role:

Switching Views (Admins)

Admins can toggle between Author and PM (Project Manager) views:

1. Look for the view toggle at the top of the dashboard
2. Click Author View for content authoring focus
3. Click PM View for project management focus

Author Dashboard

The Author Dashboard helps content creators stay productive.

Welcome Section

Shows a personalized greeting and quick access to primary actions.

Curricula Section

Lists all curricula in your account with:

Filtering Curricula

When you have multiple structures, filter controls appear:

By Structure:
- Select a structure to show only curricula using that template
- Useful when managing different curriculum types

By Status:
- All statuses - Show everything
- Active (has drafts) - Curricula with work in progress
- Complete (all published) - Fully published curricula
- Empty (no content) - New curricula without content

Needs Attention Section

Shows content that was returned for revision:

Items appear here when an editor requests changes during review. Click any item to jump directly to editing.

Recently Edited Section

Your last 5 edited content nodes for quick access:

Click any item to resume editing.

Editor Dashboard

The Editor Dashboard focuses on review workflow.

Review Queue Summary

Shows at-a-glance review status:

• Pending Reviews - Count of items awaiting review
• Link to Queue - Jump to full review queue

Recently Reviewed Section

Your last 5 review actions:

Track your review activity and revisit decisions if needed.

Review Statistics

Quick metrics on your review work:

• Approved count - Items you approved recently
• Returned count - Items you sent back for revision

PM Dashboard (Project Manager)

The PM Dashboard provides project oversight for administrators.

Overall Progress

See completion status for all curricula:

Click any curriculum to drill down into its content tree.

Status Aggregation

Visual breakdown of all content by workflow status:

The stacked bar shows proportions at a glance. Hover for counts.

Bottlenecks Section

Identifies items blocking progress:

Stuck in Review

Items in review status for more than 3 days:

These items need editor attention. Coordinate with your review team.

Low Completion Sections

Parent nodes with less than 25% completion:

Focus authoring effort on these lagging sections.

Onboarding Checklist

New users see a getting-started guide:

Checklist Items

1. Create a Structure - Define curriculum organization
2. Define Node Types - Set up content types
3. Create a Curriculum - Start building content

Each item shows:
- Completion status (checkmark when done)
- Description of what it does
- Link to complete the step

Dismissing the Checklist

Once you're comfortable:

1. Click Dismiss on the checklist
2. It won't appear again
3. You can always create new structures/curricula from the main navigation

Dashboard Metrics

Understanding Progress Percentages

Progress is calculated as:

Progress = (Approved + Published nodes) / Total nodes

A curriculum is considered "complete" when all nodes are approved or published.

Workflow Status Colors

Consistent color coding throughout the dashboard:

Quick Actions

From Curricula List

• Click curriculum name to view content tree
• Use the New button to create a curriculum

From Needs Attention

• Click any item to jump directly to editing
• Review editor feedback in the workflow panel

From Bottlenecks

• Click stuck items to review immediately
• Click low-completion sections to view their content

Best Practices

For Authors

1. Check Needs Attention first - Address returned items promptly
2. Use Recently Edited - Resume work quickly
3. Filter by Active - Focus on in-progress curricula

For Editors

1. Review daily - Keep the queue moving
2. Check stuck items - Don't let reviews age
3. Track your patterns - Recently Reviewed shows your work

For Project Managers

1. Monitor bottlenecks daily - Unblock the team
2. Watch status aggregation - Ensure balanced workflow
3. Follow up on low completion - Identify struggling areas

Common Questions

"Why don't I see the PM view toggle?"

The PM view toggle only appears for Admin users. Authors and Editors see their role-specific dashboards automatically.

"How are 'stuck' items determined?"

Items are considered "stuck" when they've been in the "In Review" status for more than 3 days without action.

"Can I customize the dashboard?"

The dashboard layout is standardized by role. You can filter curricula, but the sections and their order are fixed.

"How often is progress updated?"

Progress metrics update in real-time as content moves through workflow states.

"What if I have multiple accounts?"

Each account has its own dashboard. Use the account switcher in the main navigation to switch between accounts.

"Why don't Recently Edited items include author names?"

Currently, the system tracks node modification times but not which user made changes. For detailed audit trails, check individual node history.

Related Documentation:
- Workflow & Review Queue - Workflow states and review process
- Working with Content - Content editing basics
- Team Management - Role configuration