Navigating the CGS system

Instructions on How to Navigate the CGS System

1. Understanding the Left-Hand Menu:

   • Strategy Level: This is the top level of navigation, indicated by a chart icon. When you select a strategy, it will be highlighted.
     • Work Streams: Under each strategy, you'll find work streams represented by three bars.
     • Stages: Below work streams are stages, shown with a task icon.
   • Expanding and Collapsing Items: Use the chevron icons next to strategies and work streams to expand or collapse their contents. If you have multiple strategies or work streams, they will appear in the menu and can be managed individually.

2. Viewing Different Perspectives:

   • Kanban View: Accessed via the top menu, this view displays work streams and their stages in a board format. If there are multiple work streams, they will be listed below the current one.
   • List View: Shows all stages in a list format, including multiple work streams if they exist.
   • Gantt, Team, and Fellows Views: Offer different perspectives on the strategy's progress, timelines, and team involvement.
   • Setup View: At the strategy level, this view allows you to manage:
     • Streams: All work streams within the strategy.
     • Tags: Tags associated with the strategy for easy filtering.
     • Key Results: The main objectives or outcomes you're aiming for.
     • Team Members: People involved in the strategy.
     • HTML Tools: Additional tools for customization (covered in other resources).

3. Navigating to a Work Stream:

   • Click on a work stream in the left-hand menu to focus on it. The highlighted area will change to reflect your selection.
   • The Setup View at the work stream level includes:
     • Stages: Relevant to the selected work stream.
     • Team Permissions: By default, all team members have access to all streams. However, you can restrict access to specific streams for certain team members if needed.

4. Navigating to a Stage:

   • Select a stage under a work stream to view its specific details.
   • In the Kanban View, you'll see rooms (tasks or units of work) associated with that stage, categorized by status:
     • Not Started
     • Started
     • Completed
   • Setup at Stage Level:
     • Each stage comes with default statuses but can be customized.
     • Adding New Statuses: You can add custom statuses, such as a Review status, which will notify team members when items require their attention.

5. Accessing Rooms and Tasks:

   • Click on room names or headers (usually underlined) to go to their detailed "show" pages.
   • On a room's page, you can view:
     • Headline Information: Overview of the room.
     • Tasks: Tasks associated with the room.
     • Contributions: Inputs from team members.
     • Task Files: Files related to tasks.
     • Journaling: Logs or notes (details provided in other resources).
   • Click on task names to view detailed task information and further navigate through associated items.

6. Using Breadcrumb Navigation:

   • Located at the top of the page, the breadcrumb trail shows your navigation path.
   • Click on any level in the breadcrumb to return to that page, allowing easy backtracking through your navigation history.

7. Expanding and Collapsing Sections:

   • Chevrons: Throughout the system, chevron icons can be clicked to expand or collapse sections for more or less information.
   • Expand/Collapse All:
     • On a PC, hold the Control key and click a chevron to expand or collapse all sections within that category.
     • On a Mac, the key combination may differ and may require experimentation.

8. Consistent Navigation Principles:

   • The system is designed for consistency:
     • Actions performed in one area will work similarly in others.
     • Underlined text typically indicates clickable links.
     • Clicking headers or titles usually takes you to more detailed pages.
   • Orthogonality: If a feature works in one part of the system, it should work the same way elsewhere, making navigation intuitive and user-friendly.