How do I make notes to be displayed first when I log in my account?

Updated on August 23, 2017 11:53PM by Admin

When you access your account, you see several pages in your home page that helps you organize all of your various activities & collaboration data such as
  • Agenda
  • News Feed
  • Calendar
  • Tasks

Some users would want to place Notes menu before the any other options. This can be done using preferences. It allows each employee to customize how the pages should appear, and in what order.

Steps to display Notes first

  1. Log in to your account.
  2. Click on your account name.
    profile name
  3. Click on "Preferences" from the drop down menu.
  4. Click on “Collaboration” from left navigation panel.
  5. Click on "Notes" option on the "3 dots" icon and drag to reorder the menu as shown in the image below:
  6. You can view the reordered success message. 
    Success message
  7. Now, "Notes" menu is placed first on the home dashboard.

You can use toggle button to Enable/Disable this menu on the home dashboard.

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