Home page — Workflows: step-by-step

This guide brings together the most common end-to-end Home page tasks as numbered walkthroughs. Use it as a quick reference for getting things done; the dedicated guides for each widget go into more depth.

A) Create a new Home page tab (shared)

1. On the Home page, open the 3-dot menu (Homepage options) at the end of the tab bar and choose Create shared page.
2. (Optional) Open the 3-dot menu → Edit current page to rename, set as default, manage permissions, clone, delete or save the page.

B) Personalise My homepage

1. Open My homepage from the tabs at the bottom.
2. Click Add widget (bottom-right) and select the widgets you want.
3. Drag widgets by their header to reposition them; resize from the bottom-right corner. Changes on My homepage are kept automatically — there is no Save step. See Widgets — adding, arranging, resizing and saving layout (Document ID: 299).

C) Use the Campaign Calendar widget

1. Add or open the Campaign Calendar widget.
2. Choose a view — Month / Week / Work Week / Day / Agenda — using the view controls on the calendar.
3. Navigate dates with the Today / Back / Next controls.
4. Click an Event or Email to open the drawer with its details.
5. From the drawer, open the item in its module or download to your profile. (You see only items you have access to.)

D) Build a Search Analytics mini-dashboard

1. Add the Search Analytics widget.
2. Open the widget's 3-dot menu to open Settings, give it a name, and choose a Visualisation type (Radial, Pie, Bar or Number).
3. Click Add data point to open the mini List Builder.
4. Set a colour and name for the data point, and choose People or Organisation as the Type.
5. Set your criteria in the Filters and click Add.
6. Repeat for more data points. The widget renders the total per data point in your chosen chart or number view. Common examples: member counts, event attendance, custom-field breakdowns.

E) Save, set default and manage permissions (page level)

1. Open the 3-dot menu at the end of the tab bar and choose Edit current page.
2. Rename the page if needed.
3. Tick Set as default so users land on this page at login (shared pages).
4. Open the Permissions control to choose who can access and change the page.
5. Clone, Delete or Save changes as required.

F) Add other widgets

1. Click Add widget (bottom-right).
2. Select My Tasks, Activity Feed or a Data Widget.
3. Position and resize the widget. On a shared page, Save from the 3-dot menu → Edit current page.

Note: The Weather and Notifications widgets have been retired and can no longer be added. Older accounts that still have them keep them (grandfathered), but they are no longer supported.