Basic Platform Navigation

The Homescreen (also your Tasks screen) is the central hub for viewing what you need to do, when it needs to be done, and who can help you get there. This window is designed to provide a bird’s eye view and a one-touch way to drill down to what matters most.

The layout is simple and was developed to make navigation a snap, whether using a computer, tablet, or smartphone. Access your most used functions by clicking an icon in the vertical menu at the left side of the screen. 

1. Quick Filter: Quickly and easily search the entire screen to return results that are filtered and highlighted without impacting overall filter criteria. 
2. Filter: Click this icon to apply filter criteria, limiting the data displayed.
3. Upper Navigation: This view varies depending upon the area of the application in which it is viewed. It contains options that pertain to that specific area and can adjust things like the view displayed, grouping options, etc.
4. Projects: Click this icon to be directed to a concise summary of all current projects. From here, view project health at a glance, create and manage projects. By default this will be your Homescreen.
5. Tasks: The Tasks view doubles as Moovila's Homescreen. See all tasks assigned to you or your team in a variety of formats. Track your progress, monitor deadlines and get to work. By default the Project Portfolio will be your Homescreen, but the option to set Tasks as your Homescreen is also available via More Options>Interface Preferences.
6. Smart Schedule: Organizations with the Smart Schedule module will be able to see their team's full workload in one single place by bringing in tasks, appointments and other events from integrated systems.
7. Time: Click this icon to enter time via the Time Log or Timesheet, and to submit and/or approve time entries.
8. Capacity: Organizations with the Resource Capacity module will be able to click into this icon to view visualization of their team's current and forecasted capacity to optimize resourcing.
9. Opportunities: Organizations with the Opportunities module will be able to click into this icon to view sales opportunities either entered directly into Moovila or brought in by a CRM integration. These opportunities can be tied to project plans, resource forecasting, and more.
10. Notifications: Shows a quick snapshot of new assignments, pending actions, reminders, and completed dependencies (to ensure that teams’ projects keep flowing). It also serves as a repository for actions taken in other sections and provides a historical record for what’s happening in the system. Anything done in the above workspaces is recorded here.
11. More Options: Click the icon to view and update profiles, switch accounts, change passwords, log out, learn more about Moovila and support options, and more.
12. Hide Side Navigation: Click to hide the left navigation and extend the main panel out to the far left edge of your browser.
13. Master Add Button: Visible on all screens including the Homescreen, click this button at the bottom of the screen to add a new task, team, project, or project phase. This feature is context sensitive, meaning that the options available will vary based on the part of the application in which it is accessed.