Return Home if lostπ
If you want to peruse top records or some further reading in News & Events, the home page is for you. This is the base camp from which you can climb any mountain!
Quick Tour π½οΈ
Watch the short GIF below π
Major Components π¨
- News & Events (Top Middle)
- Navigation Window (Left hand side)
- Create Button- hit this to create a record from scratch (from the Templates you have access to)
- Discover buttons- in this case Programs, Projects, Business Case, etc - click on these to see all records of that type in the app
- Home- takes you back to the Home Page
- Personal- takes you to your Personal Page where your to-do list and actions live
- Resources- relevant to Resource Managers... go here to create resources and resource reports
- Administration- where all the secrets live and where the app can be customized to meet your needs
- Latest Records (Bottom-half of screen)- carousel that show all the most recently added records that you may wish to take a little look at.
- Left and Right Arrows - flip back and forth between records in the carousel
- Expand Cards - get key details at a glance without opening the record
- Recently Viewed (Bottom half of screen) - carousel that shows you the records you interacted with or edited most recently
- Left and Right Arrows - flip back and forth between records in the carousel
- Expand Cards - get key details at a glance without opening the record
Tip: Hover over the icons to see their labels, or click the hide/expand button on the bottom of the Navigation Window to see them all at once.
Want to learn more? π
- Are you an owner of a project? Check out A Day in the Life of a Record Owner.
- Reviewing other people's projects? Try A Day in the Life of a Process Manager.
- Just assigned a few task? Go straight to the Personal Page, do not pass go! π
- Curious about adding users and config? Here's another quick video on The Administration Page