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Dashboard & Checks Management Guide

Overview​

Crosscheck's dashboard provides a centralized hub for managing all your captured content, organizing checks, collaborating with team members, and accessing powerful features for efficient documentation workflow. This guide covers everything you need to know about navigating the dashboard and managing your checks effectively.

Dashboard Navigation​

Main Dashboard Layout​

Header Section

  • User Profile: Access your profile settings and account information
  • Search Bar: Quickly find specific checks or content
  • Settings: Access extension and account settings

Sidebar Navigation

  • All Checks: View and manage all your created checks
  • Projects: Organize checks by project or team
  • Integrations: Connect with third-party tools
  • Settings: Configure your preferences
  • Help: Access documentation and support

Main Content Area

  • Grid View: Visual overview of all checks
  • List View: Detailed list format for better organization
  • Filter Options: Sort and filter checks by various criteria
  • Bulk Actions: Perform actions on multiple checks

First-Time User Experience​

Welcome Message

  • Getting Started Guide
  • Sample Checks
  • Next Steps
  • Help Resources

Launch Extension Button

  • Prominent Placement
  • Quick Capture
  • Contextual Help

All Checks Management​

Viewing Your Checks​

Grid View

  • Thumbnail previews
  • Title, date, type displayed
  • Hover actions
  • Responsive layout

List View

  • Detailed information
  • Sortable columns
  • Bulk selection
  • Advanced filtering

Filter & Search

  • Search by title
  • Filter by type, date, tags, project, or status

Check Organization​

Tagging System​

  • Create tags with descriptive names
  • Best practices: consistent naming, cleanup, statistics
  • Manage tags: edit, delete, merge

Project Organization​

  • Create descriptive projects
  • Assign checks
  • Activity feed tracking
  • Best practices: clear naming, regular updates

Check Actions​

Individual Actions​

  • View Check: preview, technical data, annotations, sharing status
  • Edit Check: update title, tags, annotations, project
  • Share Check: link, email, permissions
  • Delete Check: confirmation, permanent removal

Bulk Actions​

  • Assign tags/projects
  • Share multiple checks
  • Delete multiple checks
  • Export/download

Workflow: Select → Choose Action → Configure → Confirm → Monitor

Accessing Shared Content​

Shared Checks Section

  • View team content
  • Collaboration tools

Features

  • View, comment, download, reshare (if permitted)

Collaboration Features​

Comments & Feedback

  • Add comments
  • Get email updates

Check Preview and Details​

Check Preview Modal

  • Full content, metadata, annotations, sharing info
  • Zoom, navigation, playback controls, download

Public Check Preview

  • Public links, no login required
  • Responsive design with Crosscheck branding

Check Management Workflow​

Creating Effective Checks​

Before: plan content, choose method, set up environment
During: clear communication, full coverage, quality focus
After: review, add context, organize, share

Quality Assurance​

  • Content verification, technical review, approval
  • Consistent format & professional presentation

Advanced Features​

Search & Filtering

  • Text + date search
  • Tag + project filters

Export & Integration

  • Individual export
  • Integrate with Jira, ClickUp

Best Practices​

Organization

  • Consistent tag strategy
  • Clear project objectives

Collaboration

  • Share appropriately
  • Provide context
  • Manage permissions
  • Maintain professional communication

Performance

  • Regular cleanup
  • Monitor storage & system
  • Keep Crosscheck updated

Troubleshooting​

Dashboard Loading Issues

  • Slow loading → check internet & browser
  • Content not loading → refresh/clear cache
  • Permission errors → check settings
  • Login issues → verify credentials

Check Management Problems

  • Not saving → check storage/permissions
  • Sharing issues → verify permissions
  • Search issues → refine terms/filters
  • Sync problems → refresh or restart browser

By following this guide, you'll be able to effectively navigate the Crosscheck dashboard and manage your checks efficiently. The dashboard provides powerful tools for organization, collaboration, and workflow management to help you create better documentation and streamline your testing process.