The Home Page is the first thing every user sees each time they log in. It gives you a quick snapshot of your work, your tasks, and the items that need your attention. This article walks through what’s on the Home Page, how to navigate it, and how to personalize it to fit the way you work.
What’s on the OnePlan Home Page?
The Home Page is built to give you a personalized, at-a-glance view of your world in OnePlan. Here are the different sections you’ll find:
- Insights – A quick, visual snapshot of the key insights relevant to your work. Three different icons identify the criticality of items—Problem, Warning, and Information—tagging things like overdue tasks, timesheets you need to submit, or items pending approval such as timesheets or task updates.
- Recent Conversations – Keeps you connected to discussions happening across your plans and tasks. If your team uses OnePlan’s built-in collaboration or commenting features, Recent Conversations shows the latest activity so you can stay in the loop without navigating into each individual plan. You can even click to view a thread or comment directly from the Home Page.
- Plans – The Plans widget displays your plans, including different views for recently opened plans, favorited plans, or plans that you own (depending on your permissions). Clicking on the plan name takes you straight to that specific plan.
- Due Soon – Pulls together all work items assigned to you across all your plans into a single, prioritized list, with a focus on what’s overdue, due this week, and due this month. This section links to the “My Work” page, where you’ll find the full list of tasks and the ability to check off items that have been completed.
How to Navigate the Home Page
Using the Home Page effectively is mostly about knowing where to look and how to drill in further. A few tips:
- Start with what’s actionable. Rather than scanning every widget, get in the habit of checking the sections that require action first. Insights with a Problem or Warning status, or tasks that are overdue or due this week, should be reviewed before more informational widgets like plan status.
- Click through for detail. Most widgets on the Home Page are summarized views. Clicking into a task, plan, or notification typically takes you directly to the relevant record, where you can see full detail or take action.
- Use it as a daily check-in. Many users find it helpful to treat the Home Page as their first stop each morning—a quick way to orient around what’s outstanding before diving into specific plans or tasks.
- Don’t ignore notifications. If approvals or alerts are piling up on your Home Page, it’s a good sign something needs your attention elsewhere in the system. Addressing these promptly helps keep business processes, like timesheet approvals, moving smoothly for the rest of your team.
Final Thoughts
The Home Page is designed to make OnePlan feel less like a system you have to dig through and more like a tool that comes to you with what matters most. Taking a little time to understand what’s available can make a real difference in how efficiently you move through your day.
