Personal  

1. My Tasks - Tasks you own across projects. Click View More to view all your tasks. You can also filter your tasks based on task custom views that you have created across projects.
   
2. My Issues - Issues you need to resolve across projects.
   
3. My Overdue Work Items - Work items across projects past the due date.
   
4. My Phases - An overview of your phases across projects.
   
5. My Work Items Due Today - Work items scheduled for the current day across projects.
   
6. My Timesheet - Graphical representation of the time log entries made in the past 7 days.
   
7. My Events - Events scheduled for the current week.
   
8. All Tasks - Tasks that are overdue or due today.
   
9. My Approvals - Leave records that are pending approval (requires Zoho People integration).

1. The Today's Work Items widget and the Overdue Work Items widget clearly display the list of work items that are in the pipeline and that have gone past the due date respectively. By default, these widgets display the data for both the tasks and issues.
2. You can choose to view only the tasks or only the issues by selecting the specific option from the drop-down.
3. You can drag a widget and swap its position with another. This repositioning will help you have the widgets that you need the most always on top.

Use cases

Construction: Engineers can view their own work items right from the Home - Personal view to get a quick overview of daily work items.

Marketing/ Sales: Marketers can view their tasks that are due for the day or overdue, the issues assigned to them, all tasks and issues that are assigned to them, and so on right from this Personal Home page.

 

HR: Recruiters can check their tasks for the day, overdue tasks, and more right from this page. This makes it easier for them to start their day. 

Home - Detailed View

Enable Widgets

1. Users can enable the most used widgets and disable the rest.
   
2. Click on in the upper right corner.
   
3. Toggle on the widgets that you need.
   
   
4. Click Save. The widgets that are enabled will be displayed.

Portfolio 

 

1. Click in the upper-right corner and toggle the widgets.
   
2. Click Save to update your selection.
3. Reorder a widget by hovering over it and clicking and dragging the reorder icon (). Release the mouse pointer once the widget is in the desired location.

Use cases

Software/ IT: When multiple feature are being developed, it can be tedious to switch between each and every project to check the summary of the projects. A software administrator can check the project summary from within this Home Portfolio view.

 

Construction: Construction company owner can find the ongoing projects summary right from within the Home Portfolio view.

 

Sales: Multiple sales projects can be undertaken by the organization. The organization owner can have a check on the summary of all the sales projects from this view.  

Conditional Reports

1. Click in the upper-right corner.
   
2. Select conditions to apply.
   
   
3. Click Find.
   
4. View reports based on the conditions selected.