Customize your Home page

Note: The following actions and controls are not available on the Home page for ProSearch users: Create a New Document, Create a Report, My Created Documents, All Created Documents, Recently Created Documents, Tasked Assignments, Submitted Content, and SME Controls.

You can customize the items that display on your Home page to quickly access commonly used features and content. Action items start a task, such as creating project, or searching for content. Status items show the status of and offer easy access to created document, projects, review jobs, library content records, feedback, and other information.

To customize your Home page, follow the tasks below.

1. From the Profile menu on the header, select Customize Home Page.
2. Do any of the following:
   • To add an item, drag and drop any item listed under Action Items or Status Items from the panel on the right into the area on the left.
   • To remove an item, click or drag and drop any item into the area on the right.
   • To move an item, drag and drop any item to the desired location within the customizable area.
   • To determine the number of rows the Created Documents, Content Reviews, Manage Content Reviews, My Feedback, News Feed, External Links, and Assigned to Me (Projects) items should have, select the desired number of rows from the dropdown menu.
   • To edit the tabs and columns on items that include tabs, click the Edit icon and do one or more of the following:
     • Click Show tabs, and then select the check box next to the tabs to be displayed.
     • Drag and drop the tabs and columns to reorder as desired.
   • To reset the modifications you have made to the customizable area since the last saved settings, click Reset.
3. (Optional) Click Preview to preview the new layout.
4. Click Save to save your changes.