User experience and workflows
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      How to Use the Homepage Banner Feature

      We've introduced a new Homepage Banner option to make it easier to share important notifications with your team when they log in. Here’s how to set it up.

      The Homepage Banner feature is a flexible, customizable way to provide team updates, highlight resources, or link to other platforms directly from the homepage. This allows you to keep everyone informed with quick access to key information.

       

      Step-by-Step:

      1. Access Team Settings:

        • Go to the Team Settings section, then select Homepage Banner settings.

      2. Create and Customize Banners:

        • Add up to three banners, each with customizable header text, body content, text colors, background colors, and an optional button.
        • Use the button’s link feature to direct users to specific URLs, like a filtered templates page or an external CRM

      3. Preview and Reorder Banners:

        • Preview your banners as you make updates.
        • Drag and drop banners to rearrange the order, allowing you to prioritize key announcements.

      4. User Experience:

        • When users log in, they’ll see the banners on the homepage, with the option to view them as a carousel or stop to read more details.
        • Each banner button will link to the destination you set, making it easy for your team to access relevant pages.