ΕργοθήκηHelp Centre
Sections
What does Home show, and how do I set it up?
What each section of the home page shows, why two colleagues do not see the same panels, and how to set it up for your account.
On this page
What are the five sections? Why does not everyone see the same? What counts as an overdue project? How do I set up my Home?Home is the first page after you sign in: a summary of your day and of the office, not full lists. Beside a panel's title, the ▸ takes you to the page with the full list — it only appears when you can open that page.
In a new office the Getting started with Ergothiki guide stands at the top. Once the essential steps are done it folds into one line («Set-up complete») and stays there until the owner hides it: Show → Hide.
What are the five sections?
Home is split into sections; beside each one, a number says how many panels it has for you.
| Section | What it shows |
|---|---|
| Today — with your name | Your own day: a summary and the time, your figures, your projects, anything of yours that is overdue, urgent notes, unread messages |
| The office's workflow | What is moving across the whole office: the timeline, appointments, tasks, notes, projects, open offers |
| People | Customers, partners, ErgoMeeting activity, workload |
| Finances | The monthly financial picture, unpaid balances, the month's customers and partners |
| Office | ErgoWeb, «What happened», the subscription, credits, ErgoCloud, system health |
Why does not everyone see the same?
A panel appears when your role has the permission it needs and the office's plan includes its feature. A section with no panels for you shows 0. Finances, for example, need the permission to see amounts — in your office:
| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
|---|---|---|---|---|---|---|---|
| See the amounts of money on projects and work items | yes | yes | yes | no | no | yes | no |
In the home settings, a locked panel says which permission it needs. If you are given it later, the panel starts hidden and you show it yourself.
What counts as an overdue project?
A project is overdue when its deadline has passed and it is still open — unless all its items, apart from cancelled ones, are done: then it does not count as overdue, it is under Ready to close in the Control Centre. The same definition holds on Home, in the welcome and in the projects list.
How do I set up my Home?
Press Home settings and pick a section. For each panel you choose whether it shows, where it sits (up or down) and its Width: Narrow, Half, Two thirds or Full width. Panels that allow it can be pinned to Today, so an office panel also appears in your own day; the screen tells you how many pins you may have. Restore the defaults puts back on/off, order, widths and pins.
These settings are saved for your account only; everyone else's Home stays as it is.