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Project Menu Creation

The Project Menu Creation interface allows users to create, manage, and organize project menus with various sub-menu items. The visual interface offers drag-and-drop functionality, making it easy to customize the menu structure. Each menu and submenu can be configured with a name, an associated icon, and more.

Key Components of the Menu Creation Interface​

Root Menu​

The root menu is the starting point of your project’s navigation structure. It serves as the parent container, and all other menu items and sub-menus are added as children of the root menu.

Adding a New Menu​

To add a new menu, click on the + Add Menu button at the top. This creates a new item under the root menu. You can provide a label or name for this menu, and it will serve as the primary navigation item in your project.

By clicking the + next to a menu item, you can add a sub-menu underneath it.

Example:
In the image, the Dashboard menu has sub-menus like Overview and Sales Summary.

Next to each menu item, there are action buttons that let you:

  • Edit: Modify the name of the menu or submenu.
  • Delete: Remove the menu or submenu item.
  • Select Icon: Assign an icon to the menu item for better visual representation. Icons can help improve navigation clarity.

Drag-and-Drop Reordering​

You can drag and drop menu items and sub-menus to rearrange them. This allows for easy customization of the hierarchy and order of your project’s navigation.

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

Saving the Menu​

Once you've added and organized your menus, click the Save button at the top right to apply your changes. This will save the new structure to your project’s configuration. If you decide not to make any changes, you can click Cancel to discard your modifications.

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​

Icons can be selected for each menu and submenu item to enhance the visual appearance of the navigation.

Example:
The Select Icon button allows you to assign an appropriate icon to represent each menu item.

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Benefits of the Project Menu Interface​

  • User-Friendly: The drag-and-drop interface makes it easy to build and customize menus without writing code.
  • Hierarchical Structure: Sub-menus allow for a well-organized, hierarchical menu structure.
  • Flexibility: The ability to add, delete, and edit menus and sub-menus gives full control over the project’s navigation.
  • Visual Representation: Assigning icons to each menu improves the user interface and makes navigation more intuitive.
tip

Make sure to structure your menus logically for better user experience. Group related functionalities under the same parent menu to avoid clutter and confusion in navigation.