Using Home: Tasks, Workflows, and Recent Applications
Home is your personal starting point in RAPTIX. It brings together the work that needs your attention, workflows you participate in, and pages or forms you recently opened in Applications. The content is access-aware, so your Home may contain fewer sections than a colleague's.
Before you start
- Sign in at
https://<workspace>.raptix.app. - Open Home from the main navigation, or go to
/homeon your workspace domain. - If a section described below is missing, first check whether your role includes access to that section. A hidden section is not, by itself, a loading error.
Read the greeting and status line
The heading changes between Good morning, Good afternoon, and Good evening according to your device's local time. RAPTIX adds your first name when it is available.
The status line below the greeting can include:
- The number of tasks that need you.
- The number of those tasks that are overdue.
- Your process completion rate, when that metric is available.
- You're all clear when you have task access but no pending tasks.
The status line is a summary, not a separate inbox. Use Needs you to open the work itself.
Work from Needs you
Needs you lists pending workflow tasks assigned to you. Administrators may see tasks across the workspace.
- Review the task name and its workflow.
- Use the priority label and due-date text to decide what to handle first. Overdue tasks are listed before other work, followed by higher-priority and earlier-due tasks.
- Select a row to open My Tasks inside Applications.
- If more than five tasks are pending, select View all to open the full list.
When no tasks are waiting, the section shows You're all clear and Nothing needs your action right now.
Follow Your workflows
Your workflows shows workflow runs in which you are an initiator, participant, or observer. Administrators may see all workflows.
Each row can show:
- The workflow name and current status.
- Your relationship to it, such as Started by you, You're assigned, or Observing.
- How recently it changed.
- The number of tasks currently waiting for you.
Select a workflow to open its details when you have access to the detail view. Otherwise, RAPTIX opens the workflow list in Applications. If more than five workflows are available, use View all.
If you have no workflows, Home shows Nothing running yet. Builders with Flow Builder access may instead be offered a starting action for the first workflow in an available application.
Reopen Recently in Applications
This section contains up to five recently opened application pages and runnable workflow forms.
- Find the page or form by name. Its parent application is shown when available.
- Check the relative time to confirm which item you used most recently.
- Select the row to open it again.
- Select Open Applications to browse the full Applications area.
Only items that are still available are retained. Deleted, disabled, or unpublished items can disappear from the list. If you have not opened anything yet, the section says Open a page or form in Applications and it will appear here.
Understand loading, empty, and access states
| State | What it means | What to do |
|---|---|---|
| Placeholder rows and blocks | RAPTIX is loading your access and Home data. | Wait for loading to finish before refreshing. |
| You're all clear | You can use tasks, but none are pending. | No action is required. |
| Nothing running yet | No participating workflows are available to show. | Start or join a workflow when appropriate. |
| Empty recent list | No available page or form has been opened recently. | Open an item in Applications. |
| A section is absent | Your role does not include that Home section, or the related product area is unavailable to you. | Ask an administrator to review your access if you expected it. |
| No applications available | Your account has no application or Home-section access to display. | Contact your administrator to request access. |
Use Home on smaller screens and in dark mode
On a narrow screen, the same sections stack vertically and the main navigation moves behind the menu button. The available content and access rules do not change.
Dark mode changes the presentation, not the available actions or the meaning of status colors.
Troubleshooting
A task or workflow I expected is missing.
Open the full task or workflow list in Applications. If it is also missing there, confirm the assignment and your access with an administrator.
A recent item disappeared.
RAPTIX removes recent items that are no longer available, including disabled or unpublished forms and removed pages. Search for the item in Applications or ask its owner whether it changed.
Selecting a recent page opens a sign-in screen.
Return to RAPTIX and confirm your session is active, then open the item again. If it persists, see Opening and Using an Application Page.
Home remains in a loading state.
Refresh the page once. If other RAPTIX pages also fail, verify your connection and sign in again. Report a persistent issue with the time it occurred and the affected section.