This article how to configure the "for me"-page which allows you to present personal overviews that contain nodes owned by the user on a personal page so that they can navigate to information that is relevant to them more quickly!
Please watch the below video or follow the step-by-step explanation.
Video contents
0:00 Introduction
0:10 Scope of exercise
0:20 Setting ownership
1:17 Selecting an overview
2:15 Release blueprint
2:45 Validate end result
Interesting links
Step-by-step explanation
Step 1: Assign ownership to any blueprint node. For example, if you want to present activities that are assigned to a user on his or her personal page, then you should select a project role as owner on the detail panel of that node in your blueprint.
Read more about how you can do this in the article how to assign ownership to nodes.
Step 2: Go to any overview in the blueprint editor for which the starting node has assigned ownership, and click on the "details" tab. By switching the toggle "Display on Personal Page" to the right, the view will now be presented on the user's personal page in case it has nodes that are assigned to him/ her.
Tip: Be aware that when selecting an overview that has no constraints on it, it will probably always be presented on the for "me page" which will clutter the page and probably not help the user.
Therefore we advice you to carefully consider which overviews should be selected and which not. A good rule of thumb is that the overviews should be actionable and in most cases are constrained. In other words, overviews where users have to perform an action and change a status, or fill out missing information such as:
Verifications where Status = To Do
Where the owner of the verification has to execute it and ultimately, change the status to "approved" or "not approved".
Requirements without an Object
Where the owner has to assign objects for which this requirement is relevant.