Remove, add, and rearrange widgets in Home

Transcript

Having quick and easy access to the work you manage or have been assigned to is key to moving that work forward and meeting business goals. The homepage allows you to view, access, and update that work from a central location. Initially, you’re provided the default areas or widgets to get you started. These widgets are helpful but may not provide all the information you’re looking for. So, within the homepage, you can remove widgets you don’t need, add new ones, and rearrange them in an order that lets you get to what you want quickly. It’s recommended that you remove any widgets you don’t find useful first. Let’s say you’re a graphic designer who creates assets but doesn’t manage team projects or other team members. You just want to focus on work assigned to you, any updates or comments you’ve been mentioned in, and the requests submitted to you and your team. The only widget showing that currently meets those needs is the mentions widget. To remove the widgets that don’t fit those needs, click the More menu in the widget… and then Remove. Do this for each of the widgets you’d like to remove. At this point, we’re left with a fairly empty homepage that doesn’t provide a ton of information. However, you can add information through additional widgets created for the homepage. You’ll find the list of widgets by clicking Customize… and then scrolling through the Customize panel. You’ll notice that included in this list are the widgets previously removed. So, if a widget is removed from the homepage, it can always be added right back. Below each widget, there’s a brief explanation of what information appears when it’s added to the homepage. For example, the widget titled My Work shows incoming and existing work, whether a task or issue, assigned to the current logged-in user, meaning you. Once you’ve found which widgets you’d like to add, hover your mouse over the widget… and click Add widget. It’s added to the homepage below the widgets currently there. One additional thing to add is that each widget has its own features where you can make some adjustments. For example, the My Work widget allows you to filter, sort, and group your work assignments, while the Awaiting My Approval widget allows you to filter or delegate approvals to another person. Let’s add a few more widgets before resizing and rearranging the order of those widgets. With the widgets you want added, it’s time to resize and rearrange them in a way that makes sense to you. To resize a widget, hover your mouse over the corner marker, click and hold your mouse, and then drag your mouse in any direction to shrink or expand the size of the widget. Next, you can drag and drop widgets into the order that best suits you to get work done faster. The homepage will look different depending on the role you play within your organization. For example, if you’re a manager or a team lead, a 35,000-foot view of work may be preferable. So your homepage may look something like this, where highlights of work progress are pointed out. However, if you’re the person assigned to do that work, like a team member, getting into the nitty-gritty of work and making updates is important. So, your homepage may need to look something like this, where you can make those updates, view those comments, and organize work in a specific way. Whatever your role is in an organization, through the homepage, access work quickly, easily review and comment on work pertaining to you or your team, and move work forward at a higher rate, all from one location.