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 this Home - Personal view to check the work items for the day quickly.
Marketing/ Sales: Marketers can view their tasks that are due for the day or overdue, view the issues assigned to them, all tasks and issues that are assigned to them, etc right from this Personal Home page.
HR: Recruiters can check their tasks for the day, overdue tasks, etc 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.
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 is 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 get to know 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
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.
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