--- title: "Home Page" slug: "participant-welcome-screen" updated: 2025-06-30T14:23:17Z published: 2025-06-30T14:23:17Z canonical: "docs.processmaker.com/participant-welcome-screen" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Home Page > [!TIP] > [**Plan Availability:**](https://www.processmaker.com/products/pricing/) ![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Standard.png)![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Professional.png)![Enterprise](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Enterprise.png) The **Home** page organizes your Cases and Tasks as a "home base" for quick navigation to: - Quickly view your Inbox showing your in-progress tasks. - Easily identify and manage high-priority tasks - View active Cases and Tasks alongside a list of processes you can initiate. - Clearly view the status of Cases and Tasks. - Filter and search the Case and Task lists. - Quickly access Dashboards assigned to you. > [!NOTE] > New in Spring 2025 > > This feature is available in the Spring 2025 release. Using an older version? [Click here](/v1/docs/welcome-screen-winter2025) for more info. Watch the following product tour to learn more about the Home page. [Embedded content](https://demos.processmaker.com/embed/cm850m5ok0u6810u1xkav9ess?embed_v=2) --- > [!NOTE] > - Administrators can [configure custom Home pages for participants](/v1/docs/configure-a-custom-home-page-andor-menu). For example, members of different [groups](/v1/docs/groups) within your organization can have different Home pages that best suits how each team works. --- ## View Tasks The Home page displays your Inbox showing, in-progress, priority and draft tasks by default. Follow these steps to navigate across the Home page. 1. Expand the left sidebar of the Home page by clicking the expand icon. 2. Click **Inbox** to view your in-progress tasks. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Home - Inbox.png) 3. Click the **Priority** tab to view high-priority tasks. 4. Click the **Drafts** tab to view saved drafts (if any) for your tasks. 5. [Search for a Task](/v1/docs/search-for-a-task) by using the **Search here** bar ![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FP6fxwYtQYia2gDgyWZ6L%2Fuploads%2F2AIXfnaKF77b4s9JqLLC%2Fimage.png?alt=media&token=14ddb8d6-8711-499c-8035-c1c609606857). 6. Click on a task to open it. 7. Hover over a task to view additional menu options for the task. 1. Click the **Preview** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(190).png) for the Task to preview. 2. Click the **Open Case** icon to open the case related to the task. 3. Click the **Open Task** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(191).png) to work on the task. 8. Mark tasks as important by clicking the flag icon ![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FP6fxwYtQYia2gDgyWZ6L%2Fuploads%2FOpMtjx46bqN6EZhFXj9v%2Fimage.png?alt=media&token=bbc04b62-ffc8-481a-8dcd-9166969661b3). > [!NOTE] > Navigating the Task List > > For more information on managing tasks in the task list, refer to [Task Management](/v1/docs/tasks). --- ## View Processes View all process that you can start or are participating in under the **Processes** section in the left sidebar of the Home page. Following these steps to view your processes, their case and their tasks. 1. Expand the left sidebar of the Home page by clicking the expand icon. 2. Click on a process name under the **Processes** section to view the in-progress tasks for that process. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Hoome - View a Process.png) 3. Click the **My Cases** tab to view the cases for the selected process. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Home - My cases.png) 4. Click the **Plus** icon to [add Saved Searches](/v1/docs/2025-participant-welcome-screen#add-saved-searches). 5. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Info Icon.png) icon to display the process information. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Home - Process Info.png) 6. Click the icon ![Bookmark empty](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Bookmark%20empty.png) to bookmark this process. 7. Click the ![Options Menu](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Options%20Menu.png) menu to manage the process usng one of the following options: - [Open in Modeler](/v1/docs/process-modeler) - [Edit Launchpad](/v1/docs/edit-launchpad-configuration) - [Save as Template](/v1/docs/create-a-template-from-a-process) - [Save as PM Block](/v1/docs/create-and-edit-a-pm-block) - [Add to Project](/v1/docs/add-an-asset-to-a-project) - [Configure Process Settings](/v1/docs/configure-general-process-settings) - [View Documentation](/v1/docs/process-documentation) - [Archive](/v1/docs/archive-and-restore-a-process) - [Export](/v1/docs/export-a-bpmn-compliant-processmaker-platform-process) - [Download BPMN](/v1/docs/export-a-bpmn-compliant-processmaker-platform-process) 8. Click the **Start this Process** button to [start a new case for the process](/v1/docs/start-a-process-from-the-launchpad). 9. Search for a specific Task or Case using the search icon as follows: - Click on the search icon to see the search box. - Search for a Case or a Task using a Case number or the Task name. > [!NOTE] > If you have not participated in any processes, the Process List will be empty. It will automatically populate as you start or participate in a process. ### Add Saved Searches Additional tabs can be added to Cases and Tasks section using existing [Saved Searches](/v1/docs/manage-your-own-saved-searches) . Follow these steps to add a saved search: 1. Click the **+** icon next to the [Cases and Tasks](/o/-LJ0aNaUl77b5HIzdH7-/s/P6fxwYtQYia2gDgyWZ6L/participant/process-launchpad#cases-and-tasks) tabs. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Home- Add Saved Search.png) 2. In the **Tab Name** field, enter a descriptive name for the tab. 3. In the **Select a Saved Search** dropdown field, select one of [your saved searches](/v1/docs/manage-your-own-saved-searches). 4. Click **OK** to save changes and add the new tab. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(344).png) ### Edit Task Columns Follow these steps to see columns related to a Process: 1. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(174).png) menu next to the process name. 2. Click the **Edit in Launchpad** option to view the **Launchpad Settings** window. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Launchpad Settings.png) 3. Click **Edit Task Column** to [configure columns](/v1/docs/organize-your-inbox#configure-the-columns) as desired. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Edit Task Columns.png) --- ## View Dashboards View all Dashboards assigned to you under the **Dashboards** section in the left sidebar of the Home page. To view a Dashboard in this list, it must be assigned to a Group where you are member. > [!NOTE] > - For more information on Dashboards and how to create them, see [Dashboards](/v1/docs/dashboards). > - To assign a Dashboard to a group of users, see the [Default Page Dashboards](https://docs.processmaker.com/v1/docs/edit-a-group#edit-group-settings) setting. Follow these steps to view your Dashboards: 1. Expand the left sidebar of the Home page by clicking the expand icon. 2. Click on a dashboard name under the **Dashboards** section to view it. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Home - Dashboard.png) ## Related - [Cases](/cases.md) - [Tasks](/tasks.md) - [Saved Searches](/saved-searches.md) - [Dashboards](/dashboards.md)