Home Portal Overview

Change management determines many times if a new technology is embraced by your end users and the Portal Home can help make the experience simpler and more intuitive for your end users to use the system as designed and intended.

The Portal Home application is a simple Clarizen custom panel, enabling you to take this simple page and expand on it using HTML/JavaScript. Buttons can be created or changed to go to specific views or call a specific custom action to take in a new request. 

Remember, less is more when it comes to change management and the Portal Home is 

Admin Steps:
  1. Install the Portal Home application: https://www.clarizen.com/apps/portal-page/
  2. Edit the new Custom Panel and update any buttons and their links.
    • For example, if I want a button to go to a specific view on the task module, simply share that view, copy the link and replace the link code behind the button in the HTML section)
  3. Enable Page
  4. Add the new page as the default home for each specific profile. It’s the second column in the grid
End User Steps:
  1. Log In to Clarizen

Portal_Home.png

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