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Planview Customer Success Center

How do I set a personalized Home Page?

Last Updated: February 23  |  Applicable Viz Versions: All

Answer

Overview

The Personalized Home Page feature allows users to set any page or tab in Viz as the default Home Page after clicking a button located on the menu bar. Users will then land on this page upon login, which is also accessible via a new Home option under the Menu drop-down. 

Step 1: Locate the new Home button 

The new home button is found on the upper right corner of the screen underneath the main menu bar.

viz_home_page_locate_home_button.png

Step 2: Click the home button to save current page as new Home Page

Note: Users can only designate one Home Page at a time — setting a new Home Page will undo the previously saved selection.

Step 3: Locate Home Page from any other page

If you would like to navigate back to the Home Page from another location, click the Menu drop-down in the top to menu bar and select Home.

viz_home_page_menu_drop-down.png

Step 4: Unset Home Page

Click the home button again to unset the currently saved Home Page. Users will revert back to the default landing page the next time they login.

viz_home_page_unset_home_page.png