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Homescreen

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Last updated 29 days ago

The Homescreen is your personal dashboard in Unifize, designed to help you focus on the tasks, records, and updates that matter most. As soon as you log in, the Homescreen gives you a high-level overview of your work—so you can act quickly, stay aligned with your team, and never miss a critical update.

Each user can configure their Homescreen layout based on their individual needs. It’s fully customizable, meaning you decide what widgets to display and how to organize them—without affecting what others see.


How to Use

Accessing the Homescreen

To view your Homescreen:

  1. Log into .

  2. The Homescreen loads by default as your landing page.

  3. You can return to it anytime by clicking Homescreen in the left-hand menu.


What You'll See

The Homescreen includes configurable blocks that surface key information such as:

  • Quick Start Panel

    A snapshot of pending items that need your attention—like overdue checklist tasks, assigned records, or unread conversations.

  • Dashboards

    Visual summaries showing the status of your documents and processes (e.g., Open Change Requests, Training Pending Review).

  • Section Blocks

    Grouped views of records filtered by ownership, due date, or module—helpful for staying on top of things like CAPAs or Audits.

These sections are arranged based on how you’ve chosen to customize your layout.


Customizing Your Layout

You can personalize your Homescreen layout by adding, removing, or rearranging widgets. All changes are specific to your user account and do not impact others in the organization.

To learn how to do this, visit the dedicated guide:


Best Practices

  • Start your day here: Use the Homescreen to review what’s urgent and prioritize accordingly.

  • Use dashboards wisely: Add widgets that track progress in areas you’re directly responsible for.

  • Keep it clean: Limit the number of widgets to those most relevant to avoid information overload.

  • Review periodically: Update your layout as your role or focus shifts.


The Homescreen is your command center in Unifize. It brings together critical updates, open tasks, and real-time insights—tailored just for you. With the ability to fully customize it, the Homescreen helps you stay focused, productive, and aligned with your workflows.

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Customizing Homescreen
Learn how to customize your Homescreen