Customize Blue Home
The administrator can customize the widget layout and individual widget/launcher settings for Blue home. These widgets include a profile background image, advisory message, task progress overview, task list, report list, bookmarks, and launchers (Blue Dashboard, Response Rate Monitor, Subject Management and Custom URLs).
- The profile widget is always displayed.
- There is only one Blue Home layout for all users.
- Each widget can only be added once, with the exception of the custom launcher.
- The advisory message widget will be seen by all users.
- The reports widget will only display if the user has reports available.
- The response rate monitor, dashboard, and subject management widget will only appear if the user has access to those areas.
- Widgets are left or right sided by design and cannot change sides.
The display name, role and profile picture feature can be disabled, meaning that the blue administrator can prevent the end user from updating these fields. In addition, the display name, profile picture, and role in the user profile will not be used in surveys, questionnaires, emails or anywhere else in Blue, other than their Blue home experience.
The display name is initially derived from the first name and last name of the user as supplied by the user datasource. If allowed, a user can modify their display name, otherwise the display name will always display the first name and last name of the user that was set during the initial sync of the datasource.
Example of customized Blue Home from desktop view:
Example of customized Blue Home from mobile view:
Home administration
After making any changes to the widgets or the general settings in home administration remember to click Apply at the bottom of the page to have your changes saved and applied to everyone's Blue home. Once you click Apply, the changes are immediately applied to all users.
Navigate to the menu icon and select Home administration to customize the homepage for your users.
Example of menu icon from desktop view:
Example of menu icon from mobile view:
General settings
Customize what your users will see on the homepage by changing the following settings:
Blue home custom filter labels
Changing the labels of the filters in Blue Home will not affect their name in Blue Administration.
- Custom label for categories - Enter a custom label for the categories filter. This label will be seen throughout Blue home by all users.
- Custom label for subcategories - Enter a custom label for the subcategories filter. This label will be seen throughout Blue home by all users.
- Custom label for tags - Enter a custom label for the tags filter. This label will be seen throughout Blue home by all users.
Global task settings
- Highlight expiring tasks - Sets the number of days before the task end date or the percentage of task length before the task ends that the task will be highlighted in the home page task list as "expiring soon". If this value is set to "0", tasks will not be highlighted before their expiration date.
- Display categories - Toggle this option on and off to show or hide project categories. When enabled, tasks can also be filtered by category.
- Display subcategories - Toggle this option on and off to show or hide project subcategories. When enabled, tasks can also be filtered by subcategory.
- Display tags - Toggle this option on and off to show or hide project tags. When enabled, tasks can also be filtered by tags.
- Default sort order - Select which column the task list will be sorted by and whether it will be ascending or descending. Columns available for sorting include: Due date, Title, Status, Type, Category, and Subcategory.
Global reports settings
- Display categories - Toggle this option on and off to show or hide report categories. When enabled, reports can also be filtered by category.
- Display subcategories - Toggle this option on and off to show or hide report subcategories. When enabled, reports can also be filtered by subcategory.
- Display tags - Toggle this option on and off to show or hide report tags. When enabled, reports can also be filtered by tags.
- Default sort order - Select which column the report list will be sorted by and whether it will be ascending or descending. Columns available for sorting include: Availability date, Title, Status, Category, and Subcategory.
- Display column for PDF reports - Toggle this option to show or hide a column in the report listing that will, when available, contain an icon that allows users to download a PDF version of the report.
- Display column for raw responses report - Toggle this option to show or hide a column in the report listing that will, when available, contain an icon that allows users to download a CSV file containing the raw response data of the report.
General settings
- Allow users to modify their display name - When enabled, this allows users to modify the name that they will see when they are using Blue. This information is private to them and they are the only users able to see their display name.
- Allow users to modify their profile picture - When enabled, this allows users to modify the profile picture that they will see when they are using Blue. This picture is private to them and they are the only users able to see their profile picture.
- Show alternative email - When enabled, this allows the user to add an alternative email to their profile. The alternative email will be used in addition to the primary email. Both addresses will be sent all account security emails.
Widgets and layout
Blue home is split into two distinct sides. There is the left side and the right side. The widgets are designed for either a specific side and cannot move between sides. Customize which widgets are displayed on the page and drag and drop them to a new vertical position on the page. Widgets can be added by clicking on the Add Widget link at the bottom of each column.
The following widgets are currently available:
Left side widgets
These are the widgets that only appear in the left side bar:
Profile - This widget, located in the upper left of the home page, is permanent and cannot be removed. The background image can be changed and your users will be able to upload a profile picture that sits in front of the background image. Users always have the ability to upload a profile picture, but their profile picture can only be seen by them.
Background images should have a minimum resolution of 300px x 300px while being less than 4mb. Images files can be jpg, jpeg, gif, or png formats only.
Bookmarks - The bookmarks widget displays a number of most recently created bookmarks that the user can save. Users can save specific tasks and specific reports as bookmarks that they can later revisit. When you add the bookmark widget to the home page you are able to enter the number of bookmarks that the widget will display.
Blue subject management - The Blue subject management widget is a launcher widget that will appear only if the user has subject management tasks assigned to them. When the widget is clicked, a new browser tab opens up into subject management. Users may be asked to select a datasource before subject management will open. The title, description, and link text can all be customized when the widget is added to the side bar.
Blue response rate monitor - The Blue response rate monitor widget is a launcher widget just like the subject management widget that will only appear if the user has access to the response rate monitor. When the widget is clicked, a new browser tab opens up into the response rate monitor. Users may be asked to select a datasource before the response rate monitor will open. The title, description, and link text can all be customized when the widget is added to the side bar.
Blue dashboard - The Blue dashboard widget is a launcher widget much like the response rate monitor and subject management widgets. It will only appear if they user has access to a dashboard and when click will open in a separate browser tab. Users may be asked to select a datasource before the Blue dashboard will open. The title, description, and link text can all be customized when the widget is added to the side bar.
Custom launcher - The custom launcher widget is similar the Blue dashboard widget, except that it is always displayed for every user. When clicked it will open the link in a new browser tab, and like the other launcher widgets, the title, description, and link text can all be customized. Unique to the custom launcher, you can choose where the launcher links to and you can add as many of these custom launcher widgets as you like.
Right side widgets
Advisory message - A widget that adds a short plain text message along with a title to the top of the home page for all users to see regardless of role. The title can be a total of 100 characters and the body of the message can be 700 characters. An option is available to allow users to hide the message.
Task progress overview - A widget that displays the users progress in completing their tasks. Several preset milestones are available that can be customized by the administrator with custom titles and descriptions for each milestone.
Tasks - The tasks widget displays as list of the users tasks that they have not yet completed. There are two options available in this widget, the number of tasks to display and whether the widget will display when there are no tasks to display.
Reports - The reports widget is identical to the task widget except that it display reports instead of tasks. The same options are available as with the task widget.