> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/administration-and-configuration/managing-and-customizing-the-home-page/editing-the-home-page/using-smart-widgets.md).
# Using Smart Widgets
Add interactive widgets that display personalized, real-time information.
Smart widgets provide users with dynamic, personalized content—such as assigned tasks or relevant documentation—directly on the Home Page. These widgets automatically adapt based on each user’s role, permissions, and activity, offering seamless access to key information without requiring additional navigation.
**Available Widgets:**
* My Documentation
* My Tasks
***
## My Documentation
The **My Documentation** widget displays a personalized, filterable list of documentation relevant to each user—such as processes, documents, risks, and process mining projects. Content is dynamically surfaced based on the user’s roles, responsibilities, and interests, minimizing the need for manual searches.
### :pen-to-square: In the Home Page Editor
These actions are performed in the **Home Page Editor**, during layout configuration.
{% stepper %}
{% step %}
#### Adding Widget
Drag the **My Documentation** widget from the **Widget Panel** into the layout canvas.
***
{% endstep %}
{% step %}
#### Renaming Widget
In the **Settings Panel**, use the **Settings** tab to change the display name, if desired (e.g., “My Processes” or “Favorite Documents”).
***
{% endstep %}
{% step %}
#### Applying Filters
Use the **Filters** tab to configure the widget’s default filtering behavior.
* **Object:** Filter by object type (e.g., Process, Document, Risk).
* **Type:** Filter by subtype, based on selected object(s).
* **Category:** Filter by category, based on selected object(s).
* **Assigned To:** Filter by roles or resources linked to you.
* This filter is enabled only after one or more **RASCI-VS** roles are selected.
* **RASCI-VS**: Filter by roles in the RASCI-VS matrix.
{% hint style="info" %}
#### **Understanding Assigned To & RASCI-VS Filtering**
* Select one or more **RASCI-VS** roles to enable the **Assigned To** filter.
* **Assigned To** further filters results by the selected assignee(s) within the chosen **RASCI-VS** role(s).
{% endhint %}
* **Document Type**: Filter by document type (e.g., File, Template, URL).
* **Extension:** Filter by file extension (e.g., PDF, DOCX, or CSV).
* **Show Favorites Only:** Filter to display only favorited items.
* **Show Subscriptions Only:** Filter to display only subscribed items.
* **Recently Modified:** Filter to display only recently modified items.
* **Recently Viewed:** Filter to display only recently viewed items.
{% hint style="info" %}
#### Managing Filter Display
* To remove a filter from the widget, click the **X** on the filter chip. The filter moves from the **Active Filters** group to the **Available Filters** group.
* To restore a filter, drag and drop it from **Available Filters** back into **Active Filters**.
* To reorder filters, use the **six-dot drag** (:grip-dots-vertical:) handle on the left side of a filter chip and drag it into the desired position.
{% endhint %}
{% hint style="warning" %}
Users can still modify available filters on the live Home Page.
{% endhint %}
***
{% endstep %}
{% endstepper %}
━━━━━━━━━━━━━━━━━━━━━━━━━━━
### :eye: On the Live Home Page
The following interactions occur in the live **Home Page** as users engage with their widgets.
{% stepper %}
{% step %}
#### Viewing Documentation
Documentation appears as interactive cards, each displaying:
* Visual preview of the object or project
* Item name
* Last modified date
Cards are sorted by recent user activity (viewed, edited, or modified). Scroll horizontally to browse.
Understanding Process Associations
For processes and flow objects, the widget includes both **direct** and **indirect** associations:
* **Direct**: You are assigned a role or resource on the process (via the RASCI-VS matrix).
* **Indirect**: You are assigned a role or resource on one or more flow objects (e.g., a task or gateway) within the process.
For flow object cards, the parent process name is shown at the bottom.
***
{% endstep %}
{% step %}
#### Filtering Documentation
Use filters at the top of the widget to refine the displayed content.
{% hint style="info" %}
Some filters may already be applied by default based on the widget configuration, but you can adjust or clear them at any time.
{% endhint %}
* **Quick Filters**
* **Object**
* **Type**
* **Category**
* **Assigned To**
* **RASCI-VS**
* **Displayed Content**
* **Document Type**
* This filter appears only when **Document** is selected as the object.
* **Extension**
* **Recently Modified**
* **Recently Viewed**
* **All Filters (Advanced Filtering)**
* Apply the same filters as above, plus:
* **Show Favorites Only**
* **Show Subscriptions Only**
{% hint style="success" icon="lightbulb" %}
#### Tips
* Multiple filters can be applied simultaneously. Active filters appear as removable chips at the top.
* Click the **X** to remove individual filters, or use **Clear Filters** to reset all.
* To adjust specific filter values, reopen the filter menu and select or deselect items.
{% endhint %}
***
{% endstep %}
{% step %}
#### Interacting with Documentation
Click a card to open a side panel with detailed information.
* For **process mining projects**, clicking redirects you to the respective project in the **Process Mining** application.
***
{% endstep %}
{% endstepper %}
{% hint style="info" %}
#### Persistent Filters
Filter settings are saved across sessions, so users return to the same view when they revisit the **Home Page**.
{% endhint %}
***
## My Tasks
The **My Tasks** widget displays a real-time, personalized list of tasks assigned to the user. It prioritizes relevant actions and aligns with each user’s workflow, helping maintain focus and efficiency.
### :pen-to-square: In the Home Page Editor
These actions are performed in the **Home Page Editor**, during layout configuration.
{% stepper %}
{% step %}
#### Adding Widget
Drag the **My Tasks** widget from the **Widget Panel** into the layout canvas.
***
{% endstep %}
{% step %}
#### Renaming Widget
In the **Settings Panel**, use the **Settings** tab to change the display name, if desired (e.g., “My To-Do List” or “Assigned Work”).
***
{% endstep %}
{% step %}
#### Applying Filters
Use the **Filters** tab to configure the widget’s default filtering behavior.
* **Task Type:** Filter by specific task types (e.g., Endorsement, Approval, Review).
{% hint style="info" %}
#### Managing Filter Display
* To remove the filter from the widget, click the **X** on the filter chip. The filter moves from the **Active Filters** group to the **Available Filters** group.
* To restore the filter, drag and drop it from **Available Filters** back into **Active Filters**.
{% endhint %}
{% hint style="warning" %}
Users can still modify available filters on the live Home Page.
{% endhint %}
***
{% endstep %}
{% endstepper %}
━━━━━━━━━━━━━━━━━━━━━━━━━━━
### :eye: On the Live Home Page
The following interactions occur in the live **Home Page** as users engage with their widgets.
{% stepper %}
{% step %}
#### Viewing Tasks
Tasks appears as interactive cards, each displaying:
* Visual preview of the related object or application form
* Task title
* Object type icon
* Due date or creation date (based on selected sort mode)
* Status (e.g., New, In Progress)
Scroll horizontally to browse.
***
{% endstep %}
{% step %}
#### Sorting Tasks
Use the **Sort By** menu to organize tasks by:
* **Name**: Alphabetical order
* **Priority**: Highest to lowest (application tasks only)
* **Creation Date** (default): Oldest to newest
* **Due Date**: Soonest to latest (documentation tasks only)
{% hint style="success" icon="lightbulb" %}
**Tip**: Use the toggle at the top of the **Sort By** menu to switch the sort direction.
{% endhint %}
***
{% endstep %}
{% step %}
#### Filtering Tasks
Use the **Task Type** filter to narrow the displayed tasks.
{% hint style="info" %}
A default task type filter may already be applied based on the widget configuration, but you can adjust or clear it at any time.
{% endhint %}
{% hint style="success" icon="lightbulb" %}
#### Tips
* Active filters appear as removable chips at the top.
* Click the **X** to remove, or use **Clear Filters** to reset all.
* To remove specific filter values, reopen the menu and deselect them.
{% endhint %}
***
{% endstep %}
{% step %}
#### Interacting with Tasks
Click any task card to open a side panel with its details. You can view and complete tasks directly from this panel—no need to leave the **Home Page**.
***
{% endstep %}
{% endstepper %}
***
---
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