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Widgets: Customize your Home Page

Written by Scott Geyman
Updated over 4 months ago

One of the biggest changes in the new version of ProdPro Pipeline is the Home page.

Instead of a fixed layout with a few predefined tabs, your Home page is now built with widgets. Widgets let you decide what you see and how you see it, so your Pipeline reflects the information that matters most to you.

If you liked the old ProdAlert view with its three familiar production tabs, don’t worry – you can easily recreate that experience using widgets. This article will walk you through how widgets work, the difference between Standard and Custom widgets, and how to rebuild your old ProdAlert page.


What Are Widgets?

Widgets are configurable blocks that appear on your Home page. Each widget shows a live list of records – such as productions, crew, opportunities, or tasks – based on a specific set of rules.

Think of widgets as saved views that automatically stay up to date.

Widgets can be:

  • Added or removed at any time

  • Reordered on your Home page

  • Tailored to show exactly the data you care about


Standard Widgets

Standard Widgets are pre-built widgets that we provide out of the box. They’re designed to cover the most common use cases and require no setup.

If you want to recreate similar views from the legacy ProdAlert page, you can do that all using Standard Widgets

Examples of Standard Widgets include:

  • Recently Updated Productions (Activity)

  • Recently Published Productions (New Projects)

  • Bookmarked Productions

  • Crew I’m Following

  • My Tasks

  • My Opportunities

These widgets are a great starting point if you want quick visibility without creating filters yourself.

To add a Standard Widget:

  1. Go to your Home page

  2. Choose Add Widget

  3. Select a widget from the Standard Widgets section


Custom Widgets

Custom Widgets give you full flexibility to build views that match how you work.

A Custom Widget is created from a Saved Filter.

How to Create a Custom Widget

  1. Go to a search page (Productions, Crew, Opportunities, or Tasks)

  2. Apply the filters you care about

    • Status

    • Dates

    • Locations

    • Ownership

    • Any other available criteria

  3. Sort the table by the column of your choice (Last Updated, Publish Date, etc.)

  4. Click Save Filter and give it a name

That’s it. Your saved filter will now be available as a Custom Widget on the Home page.

To add it:

  1. Go to Home

  2. Choose Add Widget

  3. Select your saved filter from the Custom Widgets section

Need Help?

If you’re unsure how to set up a widget or want help recreating a specific view, our team is happy to help. Reach out anytime and we’ll walk you through it.

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