This feature is available for all users.
The new Home in MeisterTask is a central hub for all your tasks and notifications. It offers quick access to both the search feature and all your small to-dos in the Checklist.
Overview of Home
The new Home in MeisterTask provides a personalized overview of all important tasks and all notifications. Home is your personal dashboard.
To access Home, click the Home icon in the left sidebar. Home includes:
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Search:
- Find recent content or perform a full search across projects, tasks, or notes. This functionality is the same as the Search feature in the left sidebar.
- Below the search bar, the two most recently accessed projects and the two most recently accessed notes are displayed, in the following order: most recent project, second most recent project, most recent note, and second most recent note. If no projects or notes have been accessed recently, this section remains empty.
- My Tasks: View tasks that were created in projects and are assigned to you or pinned by you. All tasks are pre-sorted by due date.
- Notifications: Stay up-to-date with a new, unified notification feed covering all project and notes in one place.
- My checklist: Here you can see your usual checklist with all the entries.
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Sidebar: Access your Projects, pinned tasks in the personal Tasks area (formerly Agenda), Reports, and Notes.
You can customize the layout of your Home page by showing, hiding, and rearranging widgets to match your workflow.
Customize your Home screen
You can tailor your Home screen to focus on the information that matters most to you. Use the Customize option to control which widgets are visible and how they are arranged.
Customize your widgets
- Open the Home page.
- Click the Customize button.
- Select Customize widgets.
- Choose which widgets you want to show or hide.
- Drag and drop widgets to rearrange them on your Home screen.
- Click Done.
Available widgets
- My Tasks: See your assigned and pinned tasks.
- Projects: Quickly access relevant projects.
- My Checklist: Keep track of small personal to-dos.
- Notifications: View recent updates. This widget can be removed, but not moved.
- Team Overview: View your team’s workload at a glance.
Team Overview availability
The Team Overview widget is only available on Business plans and above and can only be accessed by team admins.
Search
Enter your search term or phrase in the field beside the magnifying glass to search all projects, tasks, notes and pages that you have access to.
List of Tasks on the Home page
Keep track of your most important tasks with the Tasks list on your Home page.
The Tasks list on the Home page (dashboard) shows your prioritized tasks clearly arranged by due date. You can see both tasks assigned to you and pinned tasks from the task area (formerly known as Agenda). This allows you to keep track of tasks that you are only partially working on.
Learn more about your Tasks list.
Notifications
Notifications are personalized and relevant messages used to communicate critical information or updates in real time.
To view notifications from any project, task or note, click on the Home icon in the left sidebar.
Learn more about Notifications.
Add a small Checklist entry to the Start page
Use the personal checklist on the Home page to note down very small or personal tasks that are not included in any project.
This is how you create your checklist on the Home page:
- Open the Home page.
- Click on + Add item to add items to your checklist.
- Enter the text and press the Enter key.
- When you have completed a checklist item, click the circle to remove it from your list. The item will disappear and cannot be restored.
Please note that once you check off a checklist item, it is no longer visible and cannot be retrieved later. Therefore, think carefully about whether you want to mark an item as completed or not before you do so.
You can delete entries in the checklist from the Start page by simply ticking the entry off. As soon as you tick it off, the entry is automatically removed. It is not possible to restore checklist entries.
(Please note, the My Checklist function on the Home page is independent and not related to the Checklist function in tasks. If you would like to find out more about the checklist function in tasks, click here).