Home Page

The home page shows you a list of the tasks you need to do. Tasks are shown here in timeline, so that, they are neither unnoticed nor forgotten.

Customizing the Homepage

You can customize your homepage using the Customize button to select which sections appear.

• From the panel on the right, choose a layout.

• Add the widgets you want to see on your homepage.

• From additional settings, you can add a Create Task button directly to the homepage.

Widgets (Custom Sections on the Homepage)

In a customized homepage, you can display items such as the calendar, exchange rates, or weather. These elements are called widgets, and you can select them from the right-hand menu.

You can remove, move, or adjust a widget using the buttons on it.

Available widgets include:

Timeline

Tasks with a deadline within the next 30 days are displayed in chronological order, starting with the nearest due date. If a task has both a start date and a deadline, it is along with its duration. Tasks without a specific time are not shown on the timeline.

On the cards of the tasks on the home page, task name, name of the main task -if the task is a sub-task-, task's project, client -if tagged-, state, dates, and assignees are shown. Colors at the top of the tasks illustrate the priority of the task.

You can go to the task detail page by clicking on the task card.

Hiding Tasks on the Timeline and Undo It

Only tasks waiting to be done are shown on the timeline. Completed or archived tasks are not shown here. However, if you want to hide a task, click on the cross symbol that appears when you mouse over to the task card. This action does not delete the task but hides it from the timeline.

To undo this action, scroll to the buttom of the page and click "My Hidden Tasks" and choose tasks that you want to list in the Timeline and click the "Make visible" button.

Reports

You can view how many tasks each user has or have a rough idea about tasks on a project in a time period you choose. If your team members are tracking time, here you can see who is working on which project and on which task, live:

For more comprehensive reports, you can go to the Reports page of the project.

Note: You can only see the reports of projects that you are an admin of.

My Calendar (Week, Day, and List views)

A widget version of the Calendar page from the left navigation menu.

Assigned Tasks

Lists tasks assigned to you. Filters and display options available.

Followed Tasks

Lists tasks you are following. Filters and display options available.

Recent Tasks

Shows the tasks you recently interacted with (viewed, updated, changed stage, etc.). Filters and display options available.

Recent Support Requests

Displays the 10 most recent support and email tasks.

Recent Created Tasks

Shows the last 10 tasks you created. Filters and display options available.

Exchange Rates

Displays exchange rates, updated once daily. You can choose a base currency and compare against others.

Sticky Notes

Displays your personal notes.

Recent Projects

Lists the 10 most recently visited projects.

Weather

Shows the hourly updated weather for your location.