The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Set your homepage unique to your Accelo account. Save time by pulling up your most relevant information for work immediately when you login.
Using this guide, you can:
Configure your Homepage (User Preferences)
Understand the different options
To setup your Homepage, hover over your User Profile Icon on the Navigation bar, and navigate to Preferences.
Choose from a variety of options for your homepage. It will be the first options you can configure in your preferences as seen below.
You can choose from a variety of homepages using the Default Home Screen dropdown:
Activity Stream: This will give you an overview of recent activities that have been created in your account. A breakdown of charts, graphs, and activities by users and companies.
Dashboard: This provides an overview of your workload relevant to which module you choose as your default. You can choose the default Dashboard in the secondary dropdown which can include the following:
Inbox: This is your inbox within Accelo, where all e-mails toward you or your team - Request Queue - will aggregate.
Work: This pulls you to your Work page.
Task Board: This will up your task board, with all relevant tasks associated to you.
Time Sheet: This page will be your Timesheet for the current week for you to log time.