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Project Menu Creation

The Project Menu Creation interface allows users to build, manage, and organize menus and sub-menus for their project navigation. With drag-and-drop functionality, this interface makes it simple to customize the menu structure, organize items hierarchically, and enhance user experience. You can assign labels, icons, and actions to each menu and submenu item.

Key Components of the Menu Creation Interface​

Root Menu​

The Root Menu serves as the starting point of your project’s navigation system. It acts as the parent container for all other menus and sub-menus. All menus and submenus are organized under this root structure.

Adding a New Menu​

To create a new menu, click the + Add Menu button at the top of the interface. This action creates a new menu item under the Root Menu. You can then give this menu a label, which will appear as a primary navigation item in your project’s menu structure.

To add a sub-menu under an existing menu, click the + next to the menu item you want to expand. Sub-menus will be nested under their parent menu item.

Example: In the image, the Dashboard menu has sub-menus such as Overview, Sales Summary, and Activity Logs.

Each menu item features several action buttons that let you manage and customize your menus:

  • Edit: Modify the name or label of a menu or submenu.
  • Delete: Remove a menu or submenu item from the list.
  • Select Icon: Choose an icon that visually represents the menu item. This can make the menu easier to navigate and visually appealing.

Drag-and-Drop Reordering​

You can easily rearrange the order of menus and submenus by using the drag-and-drop functionality. This feature allows you to reorder items and customize the navigation structure according to your needs.

Example: In the image, the Dashboard, Contacts, and Opportunities are top-level menus, while Overview, Sales Summary, and Activity Logs are nested as sub-menus under the Dashboard.

Saving the Menu​

Once your menus are organized and structured, click the Save button located at the top right to apply the changes. If you do not wish to save your modifications, click Cancel to discard any changes made.

Example of a CRM Application Menu Hierarchy:​

  • Dashboard
    • Overview
    • Sales Summary
    • Activity Logs
  • Contacts
    • All Contacts
    • Leads
    • Accounts
    • Import Contacts
  • Opportunities
    • All Opportunities
    • Pipeline
    • Won Opportunities
    • Lost Opportunities
  • Tasks
    • My Tasks
    • Team Tasks
    • Calendar
  • Deals
    • New Deal
    • All Deals
    • Deal Pipeline
    • Stages
  • Reports
    • Sales Reports
    • Opportunity Reports
    • Contact Reports
    • Custom Reports
  • Settings
    • User Management
    • Role Management
    • Workflow Automation
    • API Integration
    • System Logs

Additional Features​

Icon Assignment​

Each menu item and sub-menu can be assigned a unique icon to improve visual navigation. This feature makes the menu more intuitive and visually organized, helping users quickly locate important sections.

Example: By clicking on the Select Icon button, you can choose an appropriate icon that will represent each menu item, making the navigation easier to understand and more visually appealing.

Benefits of the Project Menu Interface​

  • User-Friendly Interface: The drag-and-drop functionality allows users to easily build and modify the navigation structure without needing any code.
  • Hierarchical Structure: The use of sub-menus enables a clean and organized hierarchical structure for menus.
  • Customizable Navigation: You have full control over the structure by adding, editing, and deleting menus and sub-menus.
  • Visual Clarity: Assigning icons to menus improves the overall user interface and provides a more intuitive experience for navigating the platform.
tip

For better user experience, structure your menus logically by grouping related functionalities under the same parent menu. This will help reduce clutter and ensure a clean and organized navigation system.