Customize Home using a Layout Template

Select which widgets will display in users' workspaces, their position, and choose a background.

Note that while users cannot remove the selected widgets, they can move and resize them freely. They can also add more widgets.

This tab essentially functions as a preview of the actual Home workspace that users with this layout template will experience.

Do any of the following:

• Customize this tab according to the steps described in Add, edit, or remove widgets in Home.
• Select widgets and arrange the workspace as you would like it to appear for users.
• To change the background, follow the steps under Background customization in Get started with Home.
  NOTE

  Only moving or resizing widgets in the Layout Template will not trigger users’ Home pages to update their layout. However, adding or removing a widget will trigger an update to users’ pages.

Change settings for individual widgets.

NOTE

These options do not extend to the Summary panel. You must configure that area in the Summary tab in the Layout Template.

Select from the following widgets from the list to the left:

• My projects
• My tasks
• My issues

After you have selected the widget you would like to edit, select the Filters, Columns, and Groups that you want to make available for Home on the right.

You can:

• Select and order the Filters, Columns, or Groups available to users by checking the box next to the options in the list. Unchecked options will not appear for users.

• Drag and drop options in the list to set an order.

• IMPORTANT

  • The Filter, Columns, and Group options are linked to the list customization options in the Layout Template. Changes made here will apply to those settings as well.
  • Users must have at least Create access to Views in order for administrator column configuration to properly apply to their Home pages.

  Set a default Filter or Group for the widget, by hovering over an option and clicking Set as default. The current default displays a blue Default badge to its right.

• Add an existing Filter, Column, or Group to the list of available options by clicking the plus sign button at the bottom of each list to add an option to that list. Note that only existing Filters, Fields (for Columns), or Groups can be added in this way.

NOTE

If you set a default filter or grouping for a specific widget using a layout template, it may not take effect immediately due to existing user preferences. To apply the new filter or grouping immediately, either you or the user may need to reset their user preferences by appending “/resetUser” to the end of their URL.