The Home displays the most sought-after stats across your
projects in the form of widgets. You can view a comprehensive list of
the status of all the work items across all the projects in your portal.
Click the Home tab in the top band of your portal to
view the status of your work across projects in terms of tasks, issues,
milestones, events, etc. The following is the complete list of widgets
that are present in the Home of your portal.
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. You can
choose to view only the tasks or only the issues by selecting the
specific option from the drop-down.
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.
To get a detailed view of the My Tasks, My Milestones, My issues, My Events, and My Timesheet widgets, click the View More button in the upper right corner of the respective widgets. Hover over
the widget name in the detailed view and navigate to the other widgets
from the detailed view itself.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.