Using Home Workspace

Based on a typical setup, Home Workspace provides access to the following components:

Note: Unless specified, all components are available to portal and standard users.

• Tasks

  Access your assigned tasks, synchronize data, and filter tasks. Badge notification displays the number of tasks that have not been started. This component is available only for standard users.

• Outbox

  Access BP records that you have worked on and are in Draft mode and records that you were working on while offline that have not been synchronized with the server.

• Recent

  Access the last 20 BP records that you worked on. It shows the record title, BP name, project name, and due date. This list is reset when you reset the data on your device.

• Settings

  Access the following options:

  • Profile
  • Preferences
  • Notifications
  • Data Synchronization
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