In this article, we’ll show you how Dialog is structured and how to find your way around. The screen consists of two menus, each with its own role. On the left, you’ll find the content menu: this is where you work with your project information. In the top right, you’ll find the functional menu: this contains the system’s general functions, such as search and the knowledge base.
The menu on the left
The menu on the left is your starting point for all content-related work. From top to bottom, you’ll find:
- Project selection: switch projects or project levels here.
- Create new item: use this button to quickly create new items or import data.
- The menu items: all the components of your project, divided into four groups (see below).
- Personal settings and log out: at the very bottom, adjust your personal settings or log out.
The four menu groups
Execute: here you’ll find the Cockpit, Inbox and Toolbox. This group helps you set the right priorities and dive deeper into your information.
Organise: here you’ll find all the information about your environment, such as stakeholders, issues and contacts.
Communicate: this is where you manage your external communication. Here you’ll find contact moments, the (communication) calendar and notifications.
Manage: users with admin rights can adjust the project settings here, such as adding users or setting up integrations.
The menu in the top right
In the top right, you’ll find the functions that are separate from your project content:
- Releases: find out what’s new in Dialog.
- Support and helpdesk: Search the knowledge base or contact our support team.
- Knowledge base: find explanations and help with working in Dialog.
- Notifications: stay up to date with what’s happening.
- Search: search your entire project for keywords. You’ll see whether anything was found for each item type.
Working with tabs
At the top of the screen, you’ll find tabs. This allows you to work in multiple screens at the same time and switch quickly between them, for example between a stakeholder and a contact moment.
Open a new tab by clicking the + icon. You can also open a link in a new tab by using Ctrl + click (Windows) or Cmd + click (macOS).
How the pages are structured
Most components in Dialog work in the same way: you start on an overview page and click through to a detail page.
For example, if you choose Stakeholders, you’ll first see an overview of all your stakeholders. When you click on a stakeholder, you’ll see all the details for that stakeholder. All components under Organise and Communicate work in this way.