Home Tab (Home Workspace)

The Home tab displays the signed-in user's tasks, E-Signature tasks, notifications, emails from various workspaces, daily reports, and so on. In addition, depending on the user's permission, the Home tab displays the Master Log - Business Processes grouping node. The Master Log - Business Processes grouping node lists all the business process types at the project/shell level, in separate functional nodes for each type. This includes workflow, non-workflow, and multiple record business processes.

Note:

The Home tab does not support Admin mode.

The Home tab contains the following elements:

• Left navigation, which contains the left Navigator that has several nodes (explained in the table below).
• Log which visually represents information about the user's:
  • Number of tasks (Tasks)
  • Notifications
  • Mail
  • Active Tasks (My Active Tasks)
  • Task Distribution
  • Workflow Business Processes
  • Non-Workflow Business Processes

Typically, the Home tab contains the following nodes:

Note:

Your Navigator setup may differ, but the basic functionality will be the same.

Node or Sub-node	Description
Home	Enables you to access the Home log which provides information summaries for your: Tasks E-signatures Notifications Mail My Active Tasks Task Distribution Workflow Business Processes Non-Workflow Business Processes You can select a tile to navigate to the respective log. For example, select E-signatures (in the Tasks tile) to go to the E-Signatures log. Within the left pane of the Home log, you can see pie chart (or a circle chart) statistical graphic, which is divided into slices to represent the number of active tasks by status and workspace distribution. Within the left pane of the Home log, you can see a list of tasks in your workspaces, by business process type and status. You can select a business process name to go to the BP log, within the corresponding workspace (company or project).
Tasks	Enables you to access the Tasks log and attend to the tasks that have been assigned to you.
E-signatures	Enables you to access the E-signature Requests log and attend to any requests that you have received.
Notifications	Enables you to access the Notifications log and attend to the notifications that you have received.
Inbox	Enables you to access the Inbox log and attend to all the emails that you have received.
Drafts	Enables you to access the Drafts log and continue your work with items in draft mode.
Sent Items	Enables you to access the Sent Items log and check for any emails that you had sent.
Daily Reports	Enables you to access the Daily Reports log and attend to reports that you have permission to access.
Contracts	Enables you to access the Contracts log and review the contracts that you have permission to access.

The following provides more details for the Home tab nodes: