How to Add the Activities Tracker to Your Homepage in Xvantage for Associates

Overview:

This article will explain step by step how to enable tracking your activities’ progress on your homepage in Xvantage for Associate (X4A) by adding the Activities tracker to it.

Process:

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Ensure that you are in the Sales Workspace. If not, click the drop-down beside Edit Layout and choose Sales Workspace.
Click the Edit Layout button.

A white rectangle with black text

<span class= {{ glossary.AI}}-generated content may be incorrect." width="110" height="42" dataalign="left" datadisplay="flex" data-type="media-content" fixaspectratio="false" autoaspectratio="false" shadow="no" border="no" round="no" link="" newtab="">

5. Click Customize.

6. Select Action items from the menu.

7. Toggle on the Activities tracker option.

A close up of text

AI-generated content may be incorrect.

8. Close the menu and then click the button Apply layout.