What are the steps?
- Choose an area in the left navigation: My work for assigned work, Knowledge for useful content, Processes for checks and follow-up, or Administration for settings and access. Each area shows its own sections.
- Open My work → Home. Review enabled licenses and people with HubCoach activity in the last five minutes. Organization administrators also see the monthly cost projection. Review active plans, unfinished steps and overdue plans, then select a number or next step to continue that work.
- Use Customize home to show, hide or reorder the six modules, then save your layout. Open a recently viewed article when you need its instructions again.
- Use the search in the top bar, or Ctrl/Cmd + K, to find available knowledge and application sections.
- Use Create in the top bar when you want to add something. Each option explains its purpose and gives an example; choose it to continue with the existing Quick or Guided editor.
- Use Help for this section beside the page title for a focused answer, or open User guide and Help center at the bottom of the navigation.
What does it look like in practice?
- Example
Put Your next steps first, keep Recently viewed beside it and hide modules you do not use every day.