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 left navigation panel 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.
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Make the most of Zoho CRM with these useful tips.