How to see which files need my attention?

Managing reviews across multiple projects can get overwhelming. The Home tab solves this by letting you create personalized views that surface exactly what needs your attention.

What is the Home Tab?

The Home tab is your central space in Filestage for managing reviews across all projects. It gives you a clear overview of what requires your attention, making it easier to stay on top of multiple projects at once.

Organize your views

By default, you'll see two views in your Home-tab:

1. Overdue reviews - shows all files where the due date has passed and the file status is "In review". Use this view to quickly identify items that require immediate attention.

2. Needs new version - with the status "Needs changes". It helps you track files that require updates or new versions before the review process can continue.

You can adjust your Home tab to match your needs by adding customized review widgets.

Open your Home-tab Click "Add reviews widget The following customization options are available: Name - Add a descriptive name to your view, for example, Approved files Filter by status – Show files based on their status, such as Approved or Needs changes Due date - Filter files by any due date, overdue files, or those with no due date Filter by project - Select a specific project or include all projects

You can create multiple views by repeating this process. Each view remains accessible from the Home tab.

Tips for Organizing Your Views

• Start with what matters most to your workflow. If you're frequently checking overdue items, create a view for that. If client approvals dominate your day, filter by “In review” status for specific clients. Your Home tab should always surface the information that matters most to your workflow.

• Combine filters to get specific. A view filtered by “Overdue” across all projects is useful. A view filtered by “Overdue” for “Client X” is actionable. The more targeted your views, the less time you’ll spend searching.

• Keep it manageable. Three to four well-designed views will serve you better than ten generic ones. Start small, then expand as you identify gaps in your workflow.

• Name views clearly. Give descriptive names like “All Approved Files” rather than generic ones.

Setting the Home Tab as Your Default Landing Page

^{If you’ve built views that match your workflow, you can make the Home tab your starting point when logging into Filestage.}
To set the Home tab as your default:

1. Click your avatar in the top right corner 2. Select “Personal Settings” 3. Find “Default page when opening Filestage” 4. Choose “Home”

What’s next? Discover how project templates can help you streamline workflows and save time on setup.

Let us know if you have any questions by reaching out to us on chat or emailing us at support@filestage.io! We’re always happy to help!