Instantly get a snapshot of your tasks and see relevant team updates from your Sapling Updates Page
The Updates Page is the homepage for all of your team members that provides highly relevant and contextual information about their responsibilities. To access this page, click the Home button in the upper lefthand corner.
It’s important that your team members see only the information that’s relevant to them.
To edit what is displayed on the Updates Page, you can adjust your permission levels to reflect information based on role type.
There are two columns of key information that can be displayed based off of your settings.
On the left column, you’ll see various updates to keep you engaged with your team.
On the right column, you’ll see a high level overview of your entire organization. This column in particularly dependent on the permissioning levels outlined below:
With standard Employee permission, you see:
With Super Admin permission, you see all the same fields as the Employee view - plus two additional fields:
As an Admin or Super Admin, you will be able to see the Updates Pages of other team members (using View-As Mode) - enabling you to help with troubleshooting, functionality, and navigation.
If enabled, anniversaries and birthdays are shown on Sapling's Calendar, the Updates Page and the external feed. This setting can be enabled on the Platform Settings> Calendar.
You can decide whether you want these events enabled or disabled. On the Upcoming milestones section, these will be displayed to all members in your organization.
Milestones are shown in the updates page based on anniversaries and Birthdays that are within 10 days (calendar days).