The home screen is your starting point in the app. From here, you can jump to your Projects, check recent activity, manage your account, and more.
The top bar
The top bar gives you quick access to search, notifications, and your account.
Tap the Search Icon to find Projects by name or address. Tap the Notifications Icon to see recent activity across your account. Tap your User Icon or the ≡ Icon to open your profile sidebar.
Quick-access tiles
The Quick-access Tiles below the welcome message take you to key areas of the app:
My Stuff: your personal photos, documents, and activity
Project Map: a map view of all your Projects
My Team: your team members and user groups
Portfolio: your company's portfolio view
Customers: your Customer library
Boards: your team's Project Boards
Workspace
The Workspace section is where your Projects and Project Groups live. Tap See All to open the full Company Feed, or scroll down to browse Projects right from the home screen.
For a breakdown of each feed and how to filter, see Using Project Feed Views in the App.
Activity
The Activity section shows recent actions across your Projects. Tap See All to open the full activity feed.
The floating island
The bottom bar is available from the home screen and throughout the app.
Tap on the + Icon to create a new Project. Tap the Camera button to take a photo. Tap the Sparkle button to create a Walkthrough Note.
The profile menu
Note: Admins and Managers can manage Users and user groups.
From the profile menu, you can Edit Profile, Switch Accounts, open Settings, chat with our Support Team, find your referral link, manage Users and user groups, and sign out.
FAQs
Can I customize the home screen?
Can I customize the home screen?
The home screen layout is the same for everyone and can't be customized.
Can all users access the home screen?
Can all users access the home screen?
All permission roles can open the home screen: Admin, Manager, Standard, and Restricted. What each User sees inside their Projects depends on their role. See User Permissions Roles Explained.
Where do I change my notification settings?
Where do I change my notification settings?
To change your notification settings, tap your profile avatar or the ≡ icon, then tap Settings to manage your notification preferences.
💡 Need more help?
Contact our Support team — we're here Monday through Friday.
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