The Annotatr admin dashboard is your command center for managing all feedback and bug reports. Whether you prefer a visual Kanban board, a compact list view, or a chronological timeline, the dashboard adapts to your workflow preferences.
This guide walks you through the dashboard’s key features, helping you find notes quickly, understand visual indicators, and navigate between different views with ease.
Accessing the dashboard
Navigate to the dashboard by:
- Clicking Annotatr in your WordPress admin sidebar
- Or going directly to Annotatr → Dashboard
The dashboard is available to Administrators and Developers. Test Users do not have dashboard access and manage their notes through the frontend interface.
Dashboard views
Annotatr offers three distinct views to match your working style:
1. Board view (Kanban)
The default view displays notes as cards organised in columns by status. Features include:
- Visual drag-and-drop organisation
- Color-coded priority badges
- Assignee avatars on each card
- Comment counts and due date indicators
- Perfect for visual thinkers and agile workflows
2. List view
A compact table format showing all notes in rows. Features include:
- More information visible at once
- Better for large numbers of notes
3. Timeline view
Displays notes chronologically by creation date. Features include:
- Grouped by time periods (today, yesterday, this week)
- Due date milestones highlighted
- Visual progress indicators
- Great for tracking project history
Switch views using the view selector buttons in the top-right corner of the dashboard. Your preference is saved automatically.
Understanding note cards
Each note card displays essential information at a glance:
Visual elements:
- Priority Badge: Color-coded (Red=High, Yellow=Medium, Green=Low)
- Title: The note’s main description
- Assignee Avatars: Up to 3 visible, with +N for additional assignees
- Comment Count: Icon with number of comments
- Date Created: Displays the date as “ago” for example, 3 days ago
- Due Date: Displays with colour coding (red=overdue, orange=today)
Top navigation bar
The dashboard header contains powerful tools:
- Notification Bell: Shows unread activity count with dropdown
- Search Box: Full-text search across note titles and descriptions
- Filter Button: Opens advanced filtering options
- View Switcher: Toggle between Board, List, and Timeline views
- Add note: Quick access to add notes from the dashboard
Filtering and search
Find specific notes quickly using these tools:
Quick search:
Type in the search box to filter notes by title or description content in real-time.
Advanced filters:
Click the Filter button to access:
- Assignee: View notes assigned to specific team members
- Unassigned: View notes with no assignee
- Due Date: Filter by Overdue, No due date, Due soon
Working with notes
Opening a note:
Click any note card to open a full-screen modal showing:
- Complete note details and description
- Full-size screenshot with zoom capability
- Technical metadata (browser, device, OS)
- All comments and reactions
- Edit controls (if you have permission)
Drag-and-Drop (board view):
Reorganise notes by:
- Dragging cards between columns to change status
- Reordering cards within columns for prioritisation
- Changes save automatically with visual confirmation
Notification Dropdown
Click the bell icon to see recent activity:
- New notes created
- Status changes
- New comments and @mentions
- Assignee updates
The bell shows an unread count badge. Click “Mark all as read” to clear notifications.
Column customisation (board view)
Personalise your workflow by customising status columns:
- Click any column header to edit the name inline
Annotatr automatically captures technical metadata like browser version, device information, and element selectors – giving developers everything they need to fix issues quickly.
Mastering your dashboard
The Annotatr dashboard is designed to adapt to how you work. Spend a few minutes exploring each view, testing filters, and dragging notes around. Most users find their preferred workflow within the first day of use. The key is experimenting to discover which view and filter combinations save you the most time.
