Overview of Home Tab


The home screen displays relevant content in Fingertip for you. This is an example of a home screen view. It includes:

  1. Decisions column - By default shows most recently updated or changed decisions where you are included
  2. List Filters - Filter Decisions according to for example your Role or Pending Stance
  3. Search bar - Search for Decisions
  4. Decision Cards - See below
  5. What I Follow - Unfollow Decision Records*
  6. Search Filter - Filter Decisions by more parameters
  7. Refresh
  8. Create new Decision
  9. Plans column - Similar functionality to Decisions column, only for Plans
  10. Help links - Find support for common problems
  11. Work Queue - By default shows your Tasks which have Due Date set for today
  12. Task views - Show Tasks for Today, This Week, All your Tasks or Overdue Tasks
  13. Gamification Bar - Gain points for performing actions determined by your admin and see how you compare with others
  14. Chatter feed - Shows recent Chatter Posts to you

*Salesforce automatically follows each Decision you are part of in Fingertip so that you can keep track of what is happening in the record. There are maximum limits set to how many objects can be followed so it is advisable to unfollow Decisions that are no longer relevant.

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