Welcome Page

The welcome page is the initial page that a user sees when they log into Workzone from the login page.

Welcome pages can be set differently as a default for each user role to give each type of user the information they will likely find most useful. Reviewer and Partner users need to first be given access to the specified page (under settings – GLOBAL SETTINGS – Features to display) before it can be an option for a welcome page.

Individual users can customize the welcome page they prefer under the My Settings page, accessible from the user name drop-down menu in the top right.

To set a user type with a particular welcome page:

• Select All Workspaces from the workspace drop-down list at the top left of the page.
• Click the settings (gear icon) in the top right.
• On the left side, under GLOBAL SETTINGS, click the Welcome page link.
• For each user type, select the default welcome page; recommended default pages have already been pre-selected for you.

Documents
Users with access to multiple workspaces see a page that lists the workspaces to which the user has access. By clicking on the workspace name, the user is taken to Documents for that workspace. A user with access to a single workspace (normally a Reviewer) will automatically be placed into Documents for that workspace.

To-Do List
Users see their personal To-Do List (under Reports). This is the recommended welcome page for junior team members who are focused primarily on getting their own work done.

Project To-Do List
Users see the Project To-Do List (under Reports), which shows the next steps for each project. This is the recommended welcome page for tactical Managers whose main focus is keeping projects on track.

Dashboard
Users see a page of graphical reports can provide an easily understood overview of different activity and progress.

My Timesheet
Users can do personal time tracking and time entry.

Messages
Users can communicate directly and in grouped conversations (channels).

Status by Project Report
Users see the Status by Project Report (under Reports), which lists each project’s summary information and status. This is the recommended welcome page for senior management who want a birds-eye summary of project status across the organization.

Recent Activity Report
Users see the Recent Activity report (under Reports).

Projects
Users see the Projects module (Task List or Gantt Chart).

Requests
Users see the Project Request dashboard.

Calendar
Users see the month view of the Calendar.

Custom
Users see whatever custom HTML you provide, including formatted text, links and graphics. You can override this default custom page at the workspace level by including different custom HTML under the settings for a specific workspace. This requires HTML coding to present and format text, images (must be hosted on an external server) or links to external sites (please open these in a separate window, using the target=”_blank” command.) For assistance with this advanced feature, call us at 610-275-9861.

Creating a custom Welcome Page for a specific workspace
(This feature is only available if the Welcome page setting under All Workspaces is set to Custom.)

• Select All Workspaces from the workspace drop-down list at the top left of the page.
• Click the settings (gear icon) at the top right of the screen.
• On the left menu, under SETTINGS – THIS WORKSPACE, click the Welcome page link.
• Enter your custom HTML for this workspace and click Preview to see how the page will look.
• Click Save Changes to save the page.