> For the complete documentation index, see [llms.txt](https://docs.unifize.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unifize.com/user-guide/personalizations/customizing-homescreen.md).
# 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.
***
### 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.
***
### 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.
***
### Who Can Customize the Home Screen?
> All users can customize their personal Home Screen.
>
> Changes apply only to your view and do not affect others.
***
### 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.
***
#### 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.
***
#### 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.
***
#### 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.
***
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.
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