Organization Home: find, ask and see what needs you

Home is the first row in the organization sidebar, above Training. It is where everyone in your organization lands, whether they run one event or all of them. It answers two questions: where is the thing I am looking for? and what needs me today?

Note

Home is cut to you. You only see records and links you have permission to open, and a person who works on one event sees that event’s work, not the whole portfolio. Two people in the same organization can see different Home pages. That is expected.

Find or ask

The box at the top has two modes, Find and Ask. Use the Mode switch to pick one.

• Find searches people, sessions, topics, content and accounts in one pass. Try a topic or a name.
• Ask answers a question from your own data, for example Which topics have demand and no recent session? The answer shows what it was worked out from, and Copy as a table puts it on your clipboard so you can paste it into a sheet or doc.

If your organization does not have Advanced Search yet, the box does not appear.

Working with results

Results are grouped by type: People, Sessions, Topics, Content and Accounts. Pick a tab to see only one type, or use the filters for Type, Topic, Event, Relationship and Account. The counts update as you pick, and the line under the box says how many results match.

Select a result to see a preview on the right: who a speaker spoke with, which events and topics they connect to, and buttons such as Open profile, Open session and Explore graph. Save as segment keeps the search so you can use it again.

Note

If a search does not answer, your words and filters are kept. Try again, or drop a filter.

Needs you across events

This list gathers what is waiting on you in every event you can see. Each row has one button that opens the place to fix it.

Row says	Button
Reviews are past the deadline at an event	Nudge reviewers
A call for speakers closes soon, with drafts not submitted	Remind drafters
Likely duplicate people are waiting in Match review	Review matches
People have no email	Open people
Tags that look like tests	Clean up
Pathway items waiting in Review, or disclosures still needed	Review

Choose All and the count to see everything, or Show fewer to fold the list back up. Rows disappear when the underlying problem is fixed.

Recently updated

Events, sessions and people your team edited most recently. Use it to pick up where a teammate left off.

Home or Dashboard

Home is for the whole organization. The Dashboard is for one event: its countdown, stat cards and attention list. Open an event, then Dashboard, to see it. See Finding your way around the sidebar.

Troubleshooting

• I do not see the search box. Your organization does not have Advanced Search turned on. Ask your Customer Success contact.
• A row I expected is missing. Home hides anything you cannot open. Check your role under Event Team and your portfolio scope with an organization admin.
• Part of Home did not load. You will see a message with Retry. Search keeps working while the rest loads.