Quick Links Widget

The Quick Links widget in the Homepage Template Designer provides end users with one-click access to frequently used areas, without the need to navigate through menus.

Administrators can configure the widget with up to ten links in total—internal, external, or a combination of both—allowing users to quickly reach important pages, tools, or resources directly from their homepage.

This article explains how to set up and manage the Quick Links widget. It also describes the End User Experience, showing how users interact with the widget once it’s published on their homepage.

Configuration

This section describes how to configure the Quick Links widget:

Note: A maximum of 10 links is allowed. The warning message You can select a maximum of 10 links.appears if the combined total of Predefined Internal Links and Custom External Links exceeds this limit.

Predefined Internal Links

  1. From the right-hand sidebar, drag the Quick Links Widget into the design area.

    Note: When the widget is added to the canvas, it is placed in the first available empty space in the top-left corner. You can resize and reposition the widget as needed to fine-tune the layout.

  2. Use the Filter icon to select predefined PSA pages to include in the widget:
    NamePSA Path
    Charge Approval Entries > Charges > Approval
    Clients Setup > Work > Clients
    Expense ManagerEntries > Expense Manager > Last visited View
    Groups Setup > Organization > Groups
    Leave Request ManagerEntries > Leave Request Manager > Last visited Tab
    Leave RequestEntries > Leave Request Manager > My Requests tab
    My Work PlanEntries > My Work Plan > My Work Plan View
    My TimesheetsEntries > My Timesheet
    Product ApprovalEntries > Products > Approval
    ProjectsProject List > Last visited View
    Project SchedulingEntries > Project Scheduling
    Resource SchedulingEntries > Resource Scheduling
    Sites Setup > Organization > Sites
    Tasks Setup > Work > Tasks
    Timesheet ManagerEntries > Timesheet Manager > Last visited View
    Users Setup > Organization > Users > All Users View
    Work Item ManagerEntries > Work Items Manager > Last visited View
  3. Select the checkboxes in the Filter panel to add them.

    Configuration - Predefined Internal Links

    Note: Predefined internal links are marked with a chain icon ().

  4. Selected links will appear in the widget.

    Tip: Clear a checkbox to remove a link.

Custom External Links

  1. From the Filter panel click Add Link to open a dialog box where you can define:
    1. URL: The destination link.
    2. Name: The display name shown in the widget.
  2. Click ADD.

    Note: Custom external links are marked with a globe icon ().

  3. Note that the link appears in the widget.

    Configuration - Custom External Links

    Tip: To remove it, use the Delete button in the Filter panel.

Rename Widget

  1. Click the pencil icon () to rename the widget title.
  2. Click the checkmark () to confirm the name and save the template automatically.
  3. Click the X icon () to cancel.

    Rename the Widget

Delete Widget

  1. Click the Delete icon. The widget is removed from the Homepage.

    Rename the Widget

End User Experience

The Quick Links Tile gives you one-click access to frequently used areas of the system—without navigating through menus.

End User Experience - Quick Links

Note: Predefined internal links are marked with a chain icon (). Custom external links are marked with a globe icon ().

You will see up to 10 links in the widget.

  • Links can include both system pages (such as Timesheets, My Work Plan, or Projects) and external sites (marked with a globe icon).
  • Click any link to open it directly.
  • If no links are available, the widget will appear empty until your administrator configures it.