đ Home Screen Overview
The Home screen provides a personalized overview of your day in Method â helping you stay on top of your upcoming activities, Method education, and business insights.
From one place, you can:
See your upcoming activities.
Explore guided tours.
View helpful insights.
Quickly create new records in your apps.
đ Sync Status (Admins only)
In the Welcome section of the Home screen, you will see a sync status. Hovering over the status will show connection details.
Sync: Connected - Your Method account is connected to your accounting software. Everything is syncing normally.
Sync: Disconnected - click the pill to open your Integrations > Sync page and reconnect.
For more information, see our article Sync Status.
đ Note: Regular users will not see this element.
đ Insights Tab
What it does:
Displays visual insights about your account â such as pending estimate value, active leads, or customer engagement â with quick links to take action.
How to use:
Open the Insights tab (itâs selected by default).
Each block shows a key metric or insight (for example, âPending Estimate Valueâ or âActive Leadsâ).
Click the blue CTA link to jump directly to the relevant app or filtered view.
Insights update automatically each week.
đ Note: Insights shown vary based on your role and permissions.
đ Learn Tab
What it does:
Provides step-by-step product tours to help you get familiar with key Method apps and workflows.
How to use:
Click the Learn tab to view available tours.
Each card includes a short description and estimated completion time.
Click Launch Tour to open an interactive walkthrough.
Completed tours will show a checkmark â once youâve finished them.
đ Note: On mobile, the Learn section is hidden to simplify the layout.
â To-Do List (Activities)
What it does:
Shows a summary of your assigned activities and upcoming tasks.
How to use:
The To-Do section lists activities assigned to you, ordered by due date.
Check off tasks as you complete them to update their status instantly.
Use the configuration icon âď¸ to adjust your view â for example, show only this weekâs activities OR show my completed tasks (up to 7 days back)
Click any activity to open a quick-view modal with details and options to mark complete or open the full record.
When your list is empty, youâll see: âWell done! Youâre all caught up.â
⥠Quick Actions (Shortcuts)
What it does:
Lets you quickly create new records (like contacts, invoices, or leads) without navigating through multiple screens.
How to use:
Find this section labeled âQuick Actionsâ on the right side of your Home screen.
Click a shortcut button (e.g., âNew Contact,â âCreate Invoiceâ) to go straight to that appâs Create New page.
Click the âď¸ icon to customize which shortcuts appear â you can choose up to five actions.
Your shortcuts update instantly after saving.
If no shortcuts are available, youâll see: âNothing here yet! Quick actions will appear with app âCreateâ permissions.â