Navigating your Gem home page

Overview

By default, your Gem home page features four sections: Scorecards to be completed, Outreach Stats overview, Recent Getting started with Gem Sequences: overview & dashboard, and Recent Getting started with Gem Projects: overview and dashboard. There are, however, seven modules available for display:

• Outreach Stats
• Recent Sequences
• Recent Projects
• Folders
• Scorecards to be Completed
• Jobs
• Dashboard

To keep what matters most easy-to-access, you can customize this layout:

• Rearrange the order of these sections to suit your priorities
• Select which modules to display or hide
• If your team uses Dashboards: overview and creation, you can pin a dashboard to your homepage for quick access

Here’s an example of a Gem home page with a Dashboard displayed:

How to customize your home page

1. Sign in to your Gem account and navigate to your home page
2. Click the “Configure” button in the top-right corner of the page
3. In the “Configure my home” pop-up, choose which sections you’d like to display, and rearrange them by dragging-and-dropping
4. If your team uses Dashboards, select the Dashboard you’d like to pin
5. Click “Save” in the pop-up to apply your changes

➡️ Next, you’ll Getting started: Gem ATS overview and configuration!

Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.

• Overview
• How to customize your home page