How to personalize my workspace – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to personalize my workspace

  1. Go to My workspace.
  2. Click Personalize.
  3. Select content you want to be shown in your workspace by using the switches.
  4. Click Save.

Note: You can also add content to My workspace by using the follow icon in the reports & indicators. This requires separate access rights.

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