Navigating the Ruddr Interface

Getting around Ruddr is pretty easy. Once you learn the main navigation components, you’ll be off and sailing! We’ve kept the general interface consistent throughout Ruddr, so that you can quickly come up to speed. Notably, you can access help and provide feedback from directly within Ruddr.

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Header Bar

At the top of every screen in Ruddr is the header bar (Figure 1). No matter what area of the application you are working in, the header bar remains the same. The header bar provides access to multiple components as outlined below, including search and the Ruddr assistant.

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Workspace Search

The Search button (Figure 2) in the header bar allows you to quickly find clients, projects, and tasks. Simply type in a few letters of the item you are looking for and Ruddr will bring back a categorized list of results. If you are looking for a specific type of content (i.e. - a Task) you can click into the search dialog box (Figure 3) to narrow your scope. Note that you will only see search results that your assigned security role will allow you to view. You can also revisit pages in Ruddr that you recently accessed via search. Note that the search function supports keyboard interactions:

• Cmd+K or Ctrl+K — Toggle the search modal open/closed
• Escape (with query) — Clears the search query text
• Escape (empty query) — Closes the modal
• Arrow Down / Up — Navigate through search results
• Enter — Navigate to the selected client / project / task

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Help and Support

To the right of the Search button is the Help & Support button (Figure 4). Clicking the Help & Support button will present three menu options:

• Help Center
• Submit Support Request
• Submit Feedback

Help Center

The Ruddr Help Center is a Knowledge Base, containing information and direction on all things Ruddr.

Submit Support Request

If you have a need to contact the Ruddr support team, you can submit a support request. Clicking this link under Help & Support will present you with a form (Figure 5), where you can provide details about your support need. Submitting this form will create a support ticket and our team will immediately be notified.

Submit Feedback

Clicking the Submit Feedback option under Help & Support brings up a dialog (Figure 6) through which you can submit a feature that you would like to see in Ruddr. Once submitted, the team will review and reach out if further discussion is needed.

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What’s New

Clicking the What’s New button (Figure 7) in the header bar will direct you to a list of enhancements / features that have been released in Ruddr.

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Ask Ruddr

The Ask Ruddr button (Figure 8) will launch the Ruddr Assistant, an AI-powered chatbot that helps you find answers, explore workspace data, and understand Ruddr features faster. Note that the Ruddr Assistant feature must be enabled in the workspace in order to leverage the assistant.

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Timer

Towards the right of the header bar is the timer indicator. The timer indicator shows whether or not a timer is currently running. When a timer is not running, the timer is in an inactive state. This inactive state shows a gray Ruddr logo followed by a gray, zeroed-out timer (Figure 9). When a timer is running, the Ruddr logo will be green and the timer will be black and show the current amount of accrued time (hours and minutes) for the running timer. For example, the time below (Figure 10) represents an active timer with one hour and forty-two minutes. Also, if you click on this timer, you will be presented with the time overlay window (Figure 11). The time overlay window will default to the current day unless you have a timer running on a different day. You can easily navigate to other nearby days using the arrows or click the calendar icon at the top-right of the window to select a specific day. With the timer overlay window, you can always access your time entries regardless of where you are within Ruddr.

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User Profile Menu

The final element of the header bar is the user profile menu (Figure 12). Click your avatar to open the menu, which shows your name and the current workspace. From here, you can:

• Click My Profile to edit your profile information.
• Click the current workspace to switch to a different workspace, if you are a member of more than one.
• Click Go to Ruddr.com to open the Ruddr website.
• Click Log in to Another Workspace to log in to a workspace that isn’t listed.
• Click Log Out to log out of Ruddr.

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Nav Bar

On the left side of every screen in Ruddr is the nav bar. When expanded (Figure 13), the nav bar allows you to easily move between areas of the application, and also see and access related work functions. The current area will be highlighted in green as shown below. NOTE: Your nav bar will be limited to the functional areas of Ruddr that your security role will allow you to access. Note that you can collapse the nav bar down to a smaller version (Figure 14) if you are using a device with limited horizontal screen space. To expand or collapse the nav bar, click the sidebar icon to the right of the Ruddr logo at the top-left of the screen. When the nav bar is collapsed, click the Ruddr logo to expand it again. Additionally, when the nav bar has been collapsed, you can view the name of each section by hovering your mouse over its icon (Figure 15). By clicking on an icon, you can view its sub-nav items. Below, the user has clicked the Pipeline icon, which shows the Opportunities, Companies, and Contacts pages within that section (Figure 16).