Introduction to Homepage

Common Questions

Can I switch back to the old Inbox?

• No, the new Homepage replaces Inbox to consolidate tasks and improve efficiency. You can still navigate to the inbox by clicking on the module. 

Why don’t I see all my tasks?

• The Homepage prioritizes key tasks.
• Use filters to toggle between "All" and "My Expenses" quickly. 

Can I customize my Homepage view?

• You can collapse any section you want - that collapse will persist until you re-open. Offer this tip if someone says their view is cluttered.

General Overview

What is the Homepage?

• A new landing page for all Ramp users consolidating tasks and updates.
• Replaces Inbox / MyRamp, integrating admin-related tasks.
• Designed to improve task visibility, completion, and navigation.

Why is this important?

• Efficiency: Centralized hub for outstanding tasks.
• Task Completion: Helps users close books faster.
• Communication: Scalable in-product updates.
• Usability: Improved navigation and visibility.

Functionality

What will users see on the Homepage?

• Task Feed: Action items (e.g., approvals, missing items, draft submissions).
• Spending Insights: High-level spending overview.
• Navigation Links: Direct routes to key features.
• Notifications (FYIs): Alerts from Ramp Digest (e.g., payment received, budget updates).

How do banners work?

• Used for urgent announcements, policy changes, required actions.
• Dismissible or automatically hidden after 60 days.
• Future use: Major promotions (post-GA).

How does the task feed work?

• Displays assigned tasks (e.g., approvals, reimbursements, missing items).
• Includes recommendations (e.g., sync ERP, optimize spend).
• Shows drafts for in-progress actions.

What is in the Right-Hand Sidebar (RHS)?

Persistent quick access to:

What are FYIs used for?

Informational updates, including:

• Clicking an FYI links users to relevant details.