Navigating the IXL Core Dashboard

📝 Description

This article introduces you to the IXL Core dashboard — your main control center for managing business operations. You’ll learn how to locate key modules, access quick actions, view notifications, and personalize your workspace. By understanding the layout and tools, you’ll be able to move through IXL Core confidently and complete everyday tasks with ease.

🎥 Prefer to watch instead?
Visit our IXL Core YouTube Channel to watch a step-by-step video on navigating your dashboard and other key modules.

🚀 Overview

The IXL Core Dashboard is designed for simplicity, speed, and clarity. Whether you manage projects, track finances, or handle HR functions, the dashboard gives you a snapshot of everything that matters most — all in one place.

Your dashboard is where you can view updates, take quick actions, and access the tools you need to keep your business running smoothly.

🧩 Main Sections of the Dashboard

1. Top Navigation Bar

Located at the top of your screen, the navigation bar gives you quick access to IXL Core’s primary modules and account settings.

Includes:

• Projects: Manage projects, tasks, milestones, and deadlines.

• CRM: Track leads, customers, and opportunities.

• Finance: Handle invoices, expenses, and financial reports.

• HR & Payroll: Manage employees, attendance, and payroll records.

• Inventory: Manage products, suppliers, and stock movements.

• Settings: Update company information, branding, and permissions.

💡 Tip: Hover your cursor over each icon to see its name and purpose.

2. Sidebar Menu (Quick Access Panel)

The left sidebar provides shortcuts to your most-used features based on your role and permissions.

You can:

• Jump straight into active projects, clients, or invoices.

• View recent activities and updates.

• Pin your favorite modules for faster access.

⚙️ Customization:
Click the Pin icon beside any menu item to keep it permanently visible on your dashboard.

3. Quick Actions Panel

Located in the top-right corner, this area lets you perform the most common tasks instantly.

You can:

• ➕ Create a new Project, Task, or Client

• 💰 Generate a new Invoice or Estimate

• 🗂️ Upload files or documents

• 🗓️ Schedule meetings or events

💡 Time-Saving Tip: Use Quick Actions whenever you need to add or update something without leaving your current screen.

4. Dashboard Widgets

Your dashboard widgets give you a live overview of key metrics and updates.

Examples include:

• 📊 Project Overview – Active, completed, and overdue projects.

• 💼 Financial Summary – Income, expenses, and pending invoices.

• 👥 Team Activity Feed – Recent tasks, updates, and announcements.

• 🧾 Notifications – Alerts on new assignments or approvals.

🧠 Tip: Drag and drop widgets to rearrange them based on what’s most important to you.

5. Notifications & User Menu

At the top-right corner, you’ll find essential tools for managing your user account.

Includes:

• 🔔 Notifications – Updates about new tasks, mentions, or approvals.

• 👤 User Menu – Access your profile, change password, or log out.

• 🌐 Theme/Language Settings – Switch between dark and light mode or choose your language preference.

💡 Tips for New Users

• Explore Projects and CRM first — these are core modules for most businesses.

• Use the Help (?) icon to access the Knowledge Base or contact Support directly.

• Bookmark the login page: https://app.ixlcore.com for quick future access.

• Watch more tutorials on our YouTube Channel to learn about additional features.

⚠️ Common Issues & Solutions

🔗 Related Articles

• How to Register and Log In to IXL Core

• Updating Your Company Profile

• Understanding User Roles and Permissions