Key Highlights

• The home page has two tabs — Personal and Portfolio — and both can be independently customized. Personal is your individual to-do and work item view; Portfolio is the organization-wide reporting view.
• Widgets on both tabs can be toggled on or off by clicking the ellipses icon in the top right corner and selecting Customize Widgets. Only the widgets you have turned on will appear.
• Widgets can be reordered either through the Customize Widgets dialog or by clicking and dragging them directly on the home page using the six-dot drag handle that appears on hover.
• The top row of summary widgets (open tasks, open issues, open milestones, etc.) on both the Personal and Portfolio tabs is not customizable. Only the widgets below that row can be adjusted.
• The Zoho Analytics tab on the home page provides the deepest level of customization. Any dashboards built in Zoho Analytics using Zoho Projects data will automatically appear here, making it the recommended option for advanced reporting needs.

Key Terms

• Customize Widgets — The home page setting, accessed via the ellipses menu, that allows users to toggle on or off the widgets displayed on their Personal or Portfolio home page tab.
• Zoho Analytics Tab (Homepage) — A tab on the Zoho Projects home page that auto-populates with any Zoho Analytics dashboards built against the connected Zoho Projects data, available when Zoho Analytics integration is enabled.

Common Gotchas

• The top summary row on both Personal and Portfolio is fixed and cannot be removed or reordered. Attempting to customize it will have no effect.
• Home page widget customization is per-user, not organization-wide. Each team member will need to configure their own home page, or you can guide them on the recommended setup for their role.

Reflection Question

If you were setting up the home page for a manager on your team, which three or four widgets would you want visible by default, and would the Personal view or Portfolio view be more useful to them?