Overview of how workspace widgets have changed
The refreshed home screen uses fewer, more focused widgets to bring related information together. This article explains what’s changed, what works the same, and where information previously shown in separate widgets can now be found.
What feels familiar
- Adding, removing and resizing widgets to your workspaces
- Customising widgets to add or remove widget content
- Dragging and dropping widgets to your preferred location in your workspace
What's improved
The refreshed workspace includes additional customisation options that give you more flexibility when working with widgets:
- Add multiple instances of the same widget to tailor views for different account types, reports or currencies
- Rename widgets to personalise your workspace and recognise views at a glance
- Additional filtering options, such as filtering loan information by date range
- Fewer widgets with related information reduce the need to manage multiple separate views
- Automatic resizing of widgets to fit your computer or mobile device screens
- Refresh widgets using browser options or toggle between screens
Before and after widget consolidation
The table below shows how content from 18 widgets is now grouped within seven refreshed widgets and Quick action button(s). In some cases, multiple widgets have been combined to reduce duplication and bring related information together. Some widget features have also been simplified based on customer usage patterns, helping focus the experience on the information and actions customers use most.
| BEFORE | AFTER |
| Cards Limit Utilisation | Decommissioned widget. Add Billing Entities to Balance widget. |
| Cards Program at a Glance | Cards program overview |
| Cards Top Spend | Cards top spend - pie chart visualisations removed |
| Commercial Cards Approval | My approvals |
| Deposits | Balance - Download from widget is no longer available |
| Favourite Accounts | Balance - Download from widget is no longer available |
| Favourite Account Reports | Favourite reports |
| Favourite Reports (other than Account reports) | Favourite reports - coming soon |
| Guarantee & Standby LCs Approvals | My approvals |
| Historical Balances | Decommissioned widget. Eligible users in Australia can refer to Data Insights. |
| Initiate Payments | Quick actions button for eligible users |
| Loan Summary | Loan summary |
| My Application | Refer to Applications in the Dashboard menu |
| Net Position | Decommissioned widget |
| Payment Approvals (Asia & Pacific Payments) | My approvals |
| Payments Status | Status |
| Pending Approval (Payments) | My approvals |
| Trade Approvals | My approvals |
Refreshed widgets and their usage
The refreshed workspace uses fewer widgets to bring related information together. Each widget below combines information that was previously spread across multiple widgets.
| YOUR NEW WIDGETS | FEATURES |
| Balance widget |
View your most used accounts and balances in one place.
|
| Cards program overview widget | View your card programs and balances at a glance. |
| Cards top spend widget | See your top 10 spend categories. |
| Favourite reports widget | Access your most viewed account reports quickly. |
| Loan Summary | View active loans, balances and key dates. |
| My approvals widget |
See your pending approvals and tasks that need your attention.
|
| Status widget |
Track item status and workflow progress for your ANZ Transactive Global site.
|
| Quick actions button(s) |
Create commonly used tasks.
|
What you need to do
You do not need to take any action.
When your ANZ Transactive Global screens are refreshed, your dashboard will continue to display your existing workspace content. Information from your current workspace widgets will still be available and may be grouped into fewer widgets, as outlined above.
If your previous dashboard did not include widgets, you can choose to add widgets that are relevant to your needs. For example, you can add Balance, Status or Favourite reports widgets.
To learn more, visit Customising your workspace widgets.