2. Dashboard Overview
The LineagePress Dashboard is your central hub for managing genealogical data, monitoring activity, and configuring plugin settings.
It provides a quick overview of your data and gives access to all major LineagePress tools.
🧭 Accessing the Dashboard:
In your WordPress admin sidebar, click LineagePress to open the main dashboard.
Dashboard Navigation Tabs
The dashboard is organized into several navigation tabs, allowing quick access to key sections:
| Tab | Description |
|---|---|
| Overview | (Default tab) – Displays a summary of genealogical data, quick actions, and helpful resources. |
| Configuration | Adjusts how LineagePress displays information, handles sharing, and integrates with your site. |
| Database | Provides tools for managing and maintaining the LineagePress database. |
| Diagnostics | Helps troubleshoot potential issues with your installation or server environment. |
| License | Manages LineagePress Pro license activation and deactivation. |
| Activity Log | Displays a record of recent actions and system events within LineagePress. |
Overview Tab Details
The Overview tab is the default view when you access the LineagePress dashboard.
It provides a snapshot of your genealogy data and offers guided actions for new and returning users.
Welcome Notice (For New Users)
If you haven’t created any family trees yet, you’ll see a “Welcome to LineagePress!” banner.
It guides you through the setup process:
- Create a Tree – Begin by creating your first family tree.
- Import GEDCOM – Upload your existing genealogical data.
- View Your Genealogy – Preview your family tree on your website.
A large “Create Your First Tree” button is provided to take you directly to the tree creation page.
Filter by Tree (For Multiple Trees)
If multiple trees exist, a “Filter by Tree” dropdown will appear at the top of the Overview tab.
- Select a specific tree to view related statistics and activity.
- Choose “All Trees” to view combined data across all trees.
Statistics Grid
The Statistics Grid presents your data visually in card-style panels.
If you have no data yet, the grid will show a “No Data Yet” message.
Each card displays a key data type and includes a Manage button for direct navigation.
| Statistic | Description |
|---|---|
| Trees | Total number of family trees created. |
| Individuals | Total number of people recorded across all trees. |
| Families | Total number of family units (e.g., parents and children). |
| Media | Total number of media items (e.g., photos, documents). |
| Places | Number of unique locations referenced in your data. |
| Sources | Number of cited sources (e.g., certificates, census records). |
📊 Each “Manage” button links directly to the respective management page (e.g., “Manage Trees,” “Manage Media”).
Quick Actions
The Quick Actions section provides convenient shortcuts to the most commonly used pages:
- View Frontend: Opens your public genealogy pages in a new browser tab.
- Add a Tree: Takes you directly to the Create New Tree page.
- Import Data: Opens the Import/Export page for GEDCOM uploads.
⚡ Ideal for power users who manage multiple trees or perform frequent imports.
Post Import Suggestions
After you import genealogical data, this section recommends next steps to help optimize your site:
- Bulk Upload Media – Upload multiple photos or documents simultaneously.
- Autocategorize Media – Automatically organize media files into logical categories.
- Merge Duplicates – Identify and merge duplicate or similar place records.
- Geocode Places – Add latitude and longitude data to locations for map integration.
🌍 Geocoding enhances your ability to visualize places on interactive maps.
Help & Documentation
This section connects you to useful external and internal resources:
- LineagePress.com: Official website for updates and downloads.
- GEDCOM Standard: Link to the official GEDCOM.io specification.
- Knowledge Base: Access in-depth tutorials, FAQs, and technical documentation.
Next Steps
Once you’ve familiarized yourself with the dashboard, you can proceed to:
- Configure plugin settings under the Configuration tab
- Manage or optimize your database
- Begin importing your genealogical data
🚀 Your LineagePress Dashboard is the foundation for all your genealogy management tasks — explore its tabs to unlock the full potential of the plugin.