# Customizing Homescreen

Customize your Unifize **Home Screen** to prioritize the information and workflows most relevant to you.

Each user can personalize their Home Screen independently — no Admin privileges required.

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### What is the Home Screen?

The **Home Screen** is the first page you see after logging into Unifize.

It offers instant visibility into important tasks, documents, and records, helping you stay focused and organized.

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### Key Components of the Home Screen

* **Quick Start Panel**

  Displays urgent action items like pending tasks, approvals, or trainings.
* **Document & Process Dashboards**

  Visual summaries of record statuses, approvals, and ongoing processes.
* **Sections (Tiles)**

  Customizable blocks pulling filtered data from processes like Change Control or Training Management.

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### Who Can Customize the Home Screen?

> All users can customize their personal Home Screen.
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> Changes apply only to your view and do not affect others.

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### How to Customize Your Home Screen

#### 1. Navigate to Home Screen Settings

* Click your **Profile icon** on the left navigation bar.
* Select **Org Settings**.
* Open the **Home Screen** tab.

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#### 2. Add a New Tile or Segment

* Click **+ Add New Tile** to add a filtered record view.
* Click **+ Add New User Segment** to customize views for different user groups.

Choose from pre-defined tiles like pending approvals, open tasks, or document requests.

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#### 3. Customize Tiles

* Select a **process** (e.g., Change Control, CAPA, Training Management).
* Apply **filters** to narrow the data (e.g., Owner = Current User, Status = Open).
* Enter a clear **Section Title**.

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#### 4. Reposition Tiles

* **Drag and drop** sections to arrange them in order of importance.

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#### 5. Save and Apply Changes

* Click **Save Configuration** once you're happy with the layout.

Your Home Screen will now reflect your personalized setup.

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### Best Practices for Home Screen Customization

* **Prioritize Critical Workflows**

  Place urgent sections like “My Pending Approvals” at the top.
* **Use Clear Titles**

  Make section headings descriptive for quick understanding.
* **Group Similar Items**

  Keep related records together for easier access.
* **Keep It Clean**

  Avoid cluttering your Home Screen with too many tiles.
* **Update Periodically**

  Adjust your layout as your workflows evolve.

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Watch this video walkthrough for a step-by-step guide to customizing your Home Screen.

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Personalizing your Home Screen helps you stay organized and focused — giving you immediate access to what matters most in Unifize.