How do I customize my agenda in home dashboard?

Updated on November 10, 2020 04:12AM by Admin

The Home dashboard of Apptivo can be customized based on your business requirements. You can configure an activity or an application as the default home page. In addition, you can also customize it. Let’s go through the steps to customize My Agenda on the home dashboard.

Steps to customize My Agenda

  • Log into your Apptivo account and select the User Menu from the top right corner. Here, click Preferences.
Home Page

  • In the Preferences page, select the Collaboration option.

  • Based on the arrangement of activities on this page, the Activities will be displayed on the home dashboard.
  • By default, My Agenda is set up as the default home page.
  • You can hide the “My Agenda" from the home dashboard left navigation panel by disabling the associated toggle.
  • Also, you can personalize the view of your agenda. You can view the following options:
    • Calendar View - This setting allows you to view in days, weeks, or months. You can set it as a default calendar view.
    • List View - This setting allows you to view in list format.
Calendar View

Why do I receive error pop up?

You cannot hide both the views simultaneously, at least one view should be enabled.