Changing the Organiser layout, plus adding new panels & categories

Owned by Fiona Wilson
Last updated: Mar 25, 2024 by Fiona Wilson
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

The Power Organiser is made up of 3 layers:

  • the overall layout

  • panels within the layout

  • categories within the panels

Each layer has its own criteria - this page explains how to change your Organiser layout and also how the layer work together, including which takes precedence

1. Layout (set-up screens)

When logging in to your Reapit software and/or the Power Organiser for the first time, you will be presented with a Welcome screen followed by some set-up screens

  • Click Get Started

  • Choose the most appropriate layout that suits your use of Reapit

  • Choose the office(s) to include in the default layout chosen

After initial set-up, the layout can be changed by clicking Settings (cog icon - top right of the organiser screen)

2. Panels

A new panel can be added to the default layout:

  • Click the Layout option (top left of the organiser screen) and select Add new panel

  • Different panel type options are shown and outlined - select the required type (e.g. List) and click Accept to add the new panel to the layout

When a panel has its own office criteria - this criteria takes precedence over the offices selected when choosing the office(s) in the layout options, shown in step 1

3. Categories

Most panels need to have categories added to them, this example shows a new List type panel added to the Organiser

  • In Panel header, give the panel a name

  • Click Pick Category to Display and choose to either:

    • Create new category - this option allows a new or existing Power Report to be added to the panel

      or

    • Pick existing category - this option allows a pre-configured category to be added to the panel