Changing Home Screen
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Changing Home Screen

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Article summary

Article Summary

This article explains how to set or change your default Planful home screen or landing page. It provides steps to access your User Profile, choose a preferred home or start page from the available options, and save your selection. It also covers how to return to your home page using the Home button, use the Blank Page option, and understand the recent menu update where Change Start Page is now labelled Change Home Screen. This helps users quickly customize or update their default landing page, ensuring a personalized and efficient Planful experience.

The Change Home Screen allows users to customize their default landing page when they open the application. Users can set, change, or remove the home page screen. To set/change your default homepage:

  1. Navigate to the User Profile menu (top-right corner).

  2. Click Change Home Screen. The Select Home Screen dialog box appears.

  3. Select the preferred homepage from any of the following options:  

    1. Popular Pages: Select any of the commonly used pages.

    2. All Pages: Select any from the list of available pages in the application.

      Note:

      Selecting Blank Page will result in a blank home screen.

  4. Click Save. The selected page will be your default home page.

Using the Home Button

Once the home screen is set, users can return to it at any time by clicking the Home button available in the top menu bar of the application. This provides a quick way to return to your default landing page from anywhere in the application.

Note:

To enable the Home button for users in Planful, no specific setup is required—it is a default feature available within the user interface.


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