Home Page

An overview of the Elementum home page, including assignments, approvals, and Workspaces.

The Home page is your personal hub in Elementum. It surfaces the work that is relevant to you across all apps in your organization — without requiring you to navigate into each app individually. The left navigation menu is also used throughout the platform to move between objects within an app and to access organization and user settings.

Sections

The home page is divided into three sections, accessible from the left navigation:

My Work — Records currently assigned to you across all apps. This includes any active work items where you are the designated owner at the current stage.

Approvals — Records waiting on your approval. These are items that have reached an approval step and require your action before they can progress in the workflow.

Workspaces — Personalized dashboards that you configure yourself. Workspaces let you pin views, charts, and data from across your apps into a single, consolidated view.

Filtering and Sorting

Each section on the home page supports filtering and sorting, the same way Object views work inside individual apps. You can narrow down records by field values or reorder them to prioritize what matters most.

To save your current filters and display settings as the default view on the My Work page, click the More icon in the top-right corner and select Save as Default. The next time you visit the page, your saved filters and sort order will be applied automatically.

The Approvals page has two tabs at the top — Waiting on Me and Submitted by Me — so you can switch between approvals that need your action and requests you’ve sent to others.

Workspaces

Workspaces are dashboards that consolidate views from across your apps into a single place. Workspaces created from the home page are tied to your user account by default, but you can share them with other users or groups in your organization. Workspaces created inside an App, Element, Task, or Table are scoped to that object and accessible to users with access to it.

Create a Workspace

1. From the home page, click the vertical More icon next to Workspaces in the left navigation.
2. Enter a name for the Workspace.
3. Click Create.

Add Widgets to a Workspace

Widgets are filtered and sorted views of Apps, Elements, or Tasks that you pin to a Workspace.

1. Navigate to the App, Element, or Task you want to add.
2. Customize the list with your desired filters and sort order.
3. Click + Add To Workspace.
4. Select the destination Workspace.

Share a Workspace

You can share a home page Workspace with specific users or groups so they see the same set of widgets in their own home page.

1. Open the Workspace from the Workspaces section of the left navigation.
2. Click the More icon in the top-right corner of the Workspace.
3. Select Share.
4. In the Share Workspace dialog, select one or more users or groups.
5. Click Save.

Switching Organizations

If you are a user in multiple organizations, click the current organization icon at the top of the left navigation menu. Select the organization you would like to work in.

Customize the Navigation Menu

The left navigation menu includes a few preferences that control how it behaves and what it shows. These settings are saved to your profile and persist across sessions.

The left navigation also adapts to your permissions: only the items you have access to appear in the menu, and categories are hidden entirely when you don’t have access to view or create any items inside. This filtering is based on Object-level permissions — users with organization-level permissions continue to see every item in the side navigation.

Pin the Sidebar Open

By default, the sidebar that shows an Object’s menu collapses when you navigate away. To keep it open:

1. Hover over the Elementum icon in the bottom-left corner of the left navigation.
2. Click the Open Nav icon.

When the sidebar is collapsed, hovering over any navigation item reveals that section’s contents in a floating preview — so you can scan other areas without losing your place on the current page.

Show Navigation Labels

Navigation labels are turned off by default, leaving only icons in the left navigation. To display text labels alongside the icons:

1. Click your user icon in the bottom-left corner of the left navigation.
2. On your Profile page, locate the Navigation Labels setting.
3. Select Icons and text.