Navigating the Dashboard¶

The Gohorto dashboard is your command center, providing quick access to all the features and information you need. This guide will help you understand dashboard navigation and make the most of your workspace.

Dashboard Overview¶

Each role in Gohorto has a customized dashboard designed for their specific needs. While layouts may vary, all dashboards share common navigation elements and principles.

Common Dashboard Elements¶

Located at the top of every page:

Logo/Branding: Click to return to dashboard home
Main Navigation Menu: Access to major sections
Search Bar: Quick search across the platform
Notifications Icon: View notifications and alerts
Profile Menu: Access profile, settings, and logout

Some dashboards include a sidebar with:

Quick Links: Frequently used features
Navigation Menu: Organized by category
Collapsible Sections: Expand/collapse menu groups

3. Main Content Area¶

The central area displays:

Dashboard Widgets: Key metrics, charts, and summaries
Recent Activity: Latest updates and actions
Quick Actions: Common tasks and shortcuts
Content Cards: Information organized in cards or tiles

May include:

Links: Support, documentation, terms
Copyright: Platform information
Version: Platform version number

Role-Specific Dashboards¶

Startup Dashboard¶

Key Sections: - Overview: Progress summary, KPIs, milestones - My Profile: Startup profile management - Applications: Application status and submissions - Projects & Tasks: Active projects and assigned tasks - Appointments: Scheduled sessions with mentors - Forms: Forms to complete and submit - Files: Shared files and documents - Messages: Communications with mentors and admins

Quick Actions: - Submit new application - Book appointment with mentor - Complete pending tasks - Update profile

Mentor Dashboard¶

Key Sections: - Overview: Assigned startups summary - My Startups: List of assigned startups - Sessions: Upcoming and past mentorship sessions - Availability: Calendar and availability management - Reports: Progress reports and recommendations - Messages: Communications with startups

Quick Actions: - Schedule session - Review startup progress - Provide feedback - Update availability

Investor Dashboard¶

Key Sections: - Portfolio: Startup portfolios and opportunities - Due Diligence: Active due diligence reviews - Opportunities: Investment opportunities - Reports: Investment reports and analytics - Messages: Communications with founders

Quick Actions: - Browse portfolios - Start due diligence review - Contact founders - Generate reports

Trainee Dashboard¶

Key Sections: - My Courses: Enrolled courses and programs - Learning Materials: Access to course materials - Assignments: Pending and completed assignments - Progress: Learning progress and achievements - Certificates: Earned certificates

Quick Actions: - Enroll in new course - Access learning materials - Submit assignment - View progress

Admin Dashboard¶

Key Sections: - Overview: Platform metrics and KPIs - Users: User management - Programs: Program management - Applications: Application management - Analytics: Reports and analytics - Settings: System configuration

Quick Actions: - Create new program - Manage users - Generate reports - Configure settings

Breadcrumbs¶

Many pages include breadcrumbs showing your location:

Home > Programs > Application Management > View Application

Click any breadcrumb to navigate to that section
Helps you understand where you are in the platform

Menus are typically organized by:

Function: Grouped by what you're doing (Manage, View, Create)
Module: Organized by platform module (Programs, Users, Reports)
Role: Role-specific sections and features

Search Functionality¶

Use the search bar to quickly find:

Content: Pages, documents, forms
Users: Other platform users
Programs: Programs and applications
Help: Documentation and support articles

Search Tips: - Use keywords related to what you're looking for - Try different search terms if first attempt doesn't work - Use filters to narrow results (if available)

Accessing Features¶

From Main Menu: Click menu item to access feature
From Dashboard Widgets: Click widget to drill down into details
From Quick Actions: Use quick action buttons for common tasks
From Search: Search for feature and click result

Navigating Between Pages¶

Click Links: Click on links, buttons, or menu items
Use Back Button: Browser back button works in most cases
Use Breadcrumbs: Click breadcrumb to go to parent section
Use Menu: Always accessible from main navigation

Returning to Dashboard¶

Click Logo: Usually returns to dashboard home
Click "Dashboard": In main navigation menu
Use Home Icon: If available in navigation

Account Configuration¶

Profile and Preferences¶

Members can update their profiles by navigating to the Profile section via the avatar icon in the top right. - Personal & Contact Info: Update your name, email, and professional details. - Interests: Manage areas of expertise and interest. - Account Security: Reset passwords and manage security settings.

User Configurations¶

After logging in, click on your profile icon and select "Configurations" to: - Time Zone: Adjust time zone settings for accurate scheduling. - Language: Set preferred language for email content. - Interface Language: Change the interface language via the flag icon on the top navigation bar.

Switching Roles¶

To switch between your various roles (e.g., from Mentor to Startup): 1. Click "Switch Account" in the top navigation bar. 2. Select your desired role from the dropdown.

Dashboard Customization¶

Some dashboards allow customization:

Drag and Drop: Rearrange widgets (if supported)
Show/Hide Widgets: Toggle widget visibility
Resize Widgets: Adjust widget sizes (if supported)

Preferences¶

Default View: Set default dashboard view
Refresh Rate: Configure auto-refresh interval
Layout: Choose between different layout options

Keyboard Shortcuts¶

Some platforms support keyboard shortcuts:

Common Shortcuts:
/ - Focus search bar
Esc - Close modals or menus
Ctrl/Cmd + K - Quick actions menu (if available)

Check platform documentation for full list of shortcuts.

On mobile devices:

Hamburger Menu: Tap to open/close main menu
Bottom Navigation: Some apps use bottom navigation bar
Swipe Gestures: Swipe to navigate (if supported)
Touch Targets: Larger touch targets for easier tapping

Notifications¶

Notification Center¶

Access notifications via:

Notification Icon: Click bell icon in top navigation
Notification Badge: Number shows unread count
Dropdown Menu: View recent notifications

Notification Types¶

Task Assignments: New tasks assigned to you
Appointment Reminders: Upcoming appointments
Messages: New messages from other users
Status Updates: Application or project status changes
System Alerts: Platform announcements

Managing Notifications¶

Mark as Read: Click notification to mark as read
Mark All as Read: Option to clear all notifications
Notification Settings: Configure what notifications you receive

Getting Help¶

Help Resources¶

Help Icon: Look for help icon (usually ? or question mark)
Documentation: Access to user guides and documentation
Support: Link to contact support
Tutorials: Interactive tutorials (if available)

Contextual Help¶

Tooltips: Hover over icons for tooltips
Info Icons: Click i icons for more information
Help Text: Inline help text on forms and pages

Best Practices¶

Use Bookmarks: Bookmark frequently used pages
Learn Shortcuts: Master keyboard shortcuts if available
Organize Workspace: Customize dashboard to your workflow
Use Search: Search is often faster than navigating menus

Staying Organized¶

Clear Notifications: Regularly review and clear notifications
Use Filters: Use filters to focus on relevant content
Save Favorites: Mark frequently accessed items as favorites
Use Tags: Tag items for easier organization (if available)

Common Issues¶

Issue: "Cannot find feature" - Solution: Use search function. Check if feature is role-specific. Review menu structure.

Issue: "Menu not loading" - Solution: Refresh page. Check internet connection. Clear browser cache.

Issue: "Lost in navigation" - Solution: Use breadcrumbs to understand location. Click logo to return to dashboard. Use search.

Issue: "Mobile navigation issues" - Solution: Ensure you're using supported browser. Try landscape orientation. Update app if using mobile app.

Next Steps¶

Now that you understand dashboard navigation:

Explore role-specific documentation:
Startup Dashboard Overview
Mentor Dashboard Overview
Investor Dashboard Overview
Trainee Dashboard Overview
Admin Dashboard Overview
Learn about specific features in your role's documentation section