Portal Home
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 across all the projects in your portal.
Personal
Click the Home tab in the left navigation panel of your portal to view the status of your work across projects in terms of tasks, issues, phases, events, etc. The following is the complete list of widgets that are present in the Home of your portal.
- 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.
- My Issues - Issues you need to resolve across projects.
- My Overdue Work Items - Work items across projects past the due date.
- My Phases - An overview of your phases across projects.
- My Work Items Due Today - Work items scheduled for the current day across projects.
- My Timesheet - Graphical representation of the time log entries made in the past 7 days.
- My Events - Events scheduled for the current week.
- All Tasks - Tasks that are overdue or due today.
- My Approvals - Leave records that are pending approval (requires Zoho People integration).
- 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.
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
To get a detailed view of the My Tasks, My Phases, 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.
Enable Widgets
- Users can enable the most used widgets and disable the rest.
- Click on
in the upper right corner.
- Toggle on the widgets that you need.
- Click Save. The widgets that are enabled will be displayed.
Portfolio
The portfolio dashboard gives a summary across all projects in the portal. A counter displays statistics related to your projects, tasks, issues, clients, and project groups. The project timeline Gantt provides a visual indicator of project schedules and where it stands.
Availability: Latest user based Enterprise plan
Users can customize the dashboard by selecting widgets that they would like to see.
- Click
in the upper-right corner and toggle the widgets.
- Click Save to update your selection.
- 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.
PDF Export
Users can now export their project's portfolio dashboard in PDF files.
- Click
in the upper-right corner and select Export to PDF.
- Encrypt the export if you want to add an additional layer of security and click Ok.
- Portfolio PDF export will be processed, and a download link will get generated.
- Click on the Download link to download the export file.
User will also receive a download link via email.
Conditional Reports
The portfolio dashboard can further be drilled down using conditions. This will ensure the reports are optimized to individual or specific business needs.
- Click
in the upper-right corner.
- Select conditions to apply.
- Click Find.
- View reports based on the conditions selected.
More Reads
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
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.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Home
Easily find any data related to portal selection from the app's homescreen. Global Search You can enter any text in the search bar to find the relevant search results across modules. You can narrow down the based on the projects by setting a criteria ...Phases
Access Phases Go to the Projects module. Choose a specific project. Click on Phases. You'll now be on the Phases listing page. Phases listing page Phases of the chosen project will be listed under the Phases Tab. The following features are available ...Phases
The Overview - Phases List view provides a consolidated list of all your phases in various statuses across the portal. You can group Phases by Projects. By default, users will view all the All Phases in the portal. However, users can also select ...Phases
Phases listing page The Phases tab lists the phases of the project. Access Phases Go to the Projects module. Choose a specific project. Tap Phases. Below are the features available within the Phases listing page: Add Phase Click the icon at the ...Home
Home - Introduction Home displays all the data related to you, making it easy for you to access it. You can view the portal that you are currently in and switch to the other portals if you are part of multiple. Switch Portal Go to the Home module. ...
New to Zoho LandingPage?
Zoho LandingPage Resources