Overview

Pointers:

• Visning af de forskellige startsider (Altså hvordan vælger man at se forskellige sider
• Widgets (kort om det, da du skal linke til widget siden)

How to creating a start page (General user)

To create a start page with general user settings

Click on overview - Add - Add titel - Add Widget for your own personal use

As seen on the video above the first thing to do is give the new start page a titel. A titel could be anything e.g. ‘Office employee’, ‘Technician’, ‘KPI Dashboard’ etc. and it depends on the content you want on the start page.

When haven given the start page a titel you’ll be prompted the decide which of the teams [LINK?] in your solution, that should have access and use this start page and if it is only team leaders or team members [LABELS?]. If you have administrator permissions you’ll also be able to select that the start page should be Global which is relevant when configurating a start page, that is supposed to be used by other users than yourself.

How to creating a start page (Admin user)

To create a start page with admin user settings

Click on overview - Add - Add titel - Add Widget for a Team, Region etc. - click on overview - select "Convert to global"

GIF Med Admin key på

Widgets

Start page Widgets [LINK] (or Widgets) are content related info boxes for the Microbizz Start page.

Widgets can basically be anything and roughly just refers to info-boxes on the Microbizz Start page.

This can be anything from Microreports, Workplan resumé, Active check ins etc.

here is an example of other types of content for the Microbizz start page. These could be associated with Widgets and are basically some standardized content from the different Microbizz moduls to be shown on the start page.

You’ll be able to have Widgets that show information from the work plan, from your calendar etc. In the example above there are also some content from the Microbizz sales module to measure sales performance and sales budget.

Module: Reminder - Box type: Week list

Building start page content

The following section will be based on a simple start page example with some simple task filters and standard widgets [link label?].

Task filtering

A typical element on start pages in Microbizz are task filters [label link?]. These filters are build on a set of criteria that specifies which tasks we need to see in the specific filter. This filter can the be shown as content on the start page.

When first setting up a start page, this will be empty and to add content you will need to click the ‘Click to add contents’-button. Here you’ll be able to select from which module you want to add content from - let’s select ‘Tasks’ and then ‘Tasks from filter’.

Next you’ll have to select the task filter [label link?] you want to use in your new start page “box”. You’ll also be able to provide a Help text as additional info regarding the specific filter/box to elaborate for the user, what they you do with tasks shown in the filter.

For inspiration to see what users typically build as task filters, we’ve build a start page which shows tasks that are created from the Microbizz Extranet, tasks that are waiting planning and tasks, that has been returned to the office:

To learn more about task filtering, please see the related content at the bottom.

It is not only task filters that can be shown on the start page. There are plenty of other opportunities as you can see when adding content. For additional examples or guidance, please see the knowledge base, where other Microbizz users have shares there start pages or experience.

Typical other content for a start page is Widgets, which is described in the following section.

Related content