
Understanding Zoho One Dashboard
The Zoho One offers you business applications that cover various operational needs. Particularly powerful, the dashboard feature allows users to view data from numerous applications in one interface. Whether it's project management, sales lead tracking, or personal task tracking, the approach given through the dashboard is streamlined for all your workloads.
What is a Dashboard?
A dashboard is a graphical presentation of data that will help you quickly monitor your main metrics and performance indicators. With Zoho One, you can customise dashboards to show information critical to your needs, combining data from applications such as:
Zoho Projects: Monitoring project timelines, resources, and deliverables.
Zoho CRM: For tracking sales activity, leads, and customer interaction.
Zoho Tasks: Personal and Team Task Management.
Why Use a Dashboard in Zoho One?
The main advantage of using a dashboard in Zoho One is that it centralises information, therefore, allowing the inclusion of data from various applications and enabling users to:
Increase Visibility: Gain a quick assessment of the status of ongoing tasks as well as projects.
Increase productivity: Reduce switching of applications and time spent with data available in one place.
Increase collaboration: Share the dashboards with colleagues so that everyone knows about the tasks currently, plus priorities.
Benefits of a Unified Task Dashboard

Creating a unified task dashboard in Zoho One offers several significant benefits:
Centralised Task Management
Perhaps one of the biggest challenges of task management is that this information comes across in several applications, and therefore elimination comes with a central dashboard; one location where users can look at every task at their fingertips. With such centralisation, you will track tasks from different projects or departments without having to search through multiple applications.
Improved Productivity
Users can also be able to quickly spot priorities and deadlines using an overall view of all tasks. This may minimise diversions and enable efforts to be focused on activities with a high impact. Knowing what to focus on immediately, teams can better allocate time and resources for improved productivity.
Customisable Views
One of the most exciting benefits of Zoho One dashboards is its capacity to be customised, allowing you to structure and present information in a way best suited to your preferences. For example, you can set up your dashboard to emphasise specific projects, deadlines, or team members, so that you can immediately access what matters most to you.
Real-Time Data Updates
Zoho One has dashboards that can give you updates in real time. It means always having work based on the most up-to-date information. For example, reflecting changes to tasks added, updated, or completed in the connected applications. If you are working with a constant need to be updated about project statuses and deadlines, this becomes essential.
Enhanced Collaboration
Dashboards can be shared with the whole team, which will generate concerted efforts in collaboration and transparency. Giving access to a shared dashboard keeps each member of the team informed of the progress and tasks of the others, which would serve to promote better communication and cooperation.
Steps to Create Your To-Do List Dashboard

A To-Do List Dashboard in Zoho One is relatively simple to make. Here is the detailed step-by-step guideline for you, in case you need to set up your dashboard effectively.
Step 1: Log into Zoho One
First, use the Zoho One account to log in using your credentials; ensure that you have permission to create and customise dashboards. If you are in a team, make sure to consult your administrator to confirm that all the necessary access has been granted for you to work on the dashboard.
Step 2: Access the Dashboard Creation Tool
Log in, and go to the area that contains the dashboards through the Zoho One portal. This section is usually found in the main menu or under Analytics. In this section will be all of your dashboards.
Step 3: Create a New Dashboard
Click on the “Create” Button: This option is normally found at the top left corner of the screen.
Now Select the "New Dashboard": From the dropdown menu and choose this option to open up the Dashboard editor.
Dashboard Editor: Using this, you can design how your dashboard will look like. You can either pick a template or start with an empty canvas.
Step 4: Add Widgets for Task Lists
Widgets are what your dashboard is made up of. Using the widgets, you can show information from various applications. Adding Task lists
Choose Widget Options: From your editor, you should see options to add various types of widgets.
Select Relevant Applications: Choose from applications like:
Zoho Projects: Add widgets showing you tasks associated with selected projects. This way you can track the deadlines and by whom it is supposed to be done.
Zoho Tasks: Keep personal task lists to better handle your everyday activities.
Zoho CRM: Track tasks related to leads or contacts so follow-ups are timely and effective.
Step 5: Customise Widgets
Once added, further customisation is required for widgets so that their settings will filter tasks based on specific criteria:
Set Filters: When you want to make tasks with a specific due date, status, or priority, it will filter the tasks for you. Then, urgent matters will pop up front and centre as you work with what matters most.
Select Display Options: In the widgets, you can choose different display options for your tasks. This can be a listed view, calendar view, or even a Kanban-style board.
Step 6: Arrange Your Dashboard Layout
Once you have arranged the layout to your liking, and decided the widgets you would like to have on your dashboard, it is time to save your dashboard in Zoho One:
Drag and Drop Widgets: Arrange the widgets by dragging and dropping them into your desired positions.
Prioritise Important Tasks: Place high-priority tasks in prominent positions for easy access. Consider the flow of information and how quickly you need to access certain data.
Step 7: Save and Share Your Dashboard
Once you feel good with your layout and the widgets included, it’s time to save your dashboard:
Click “Save”: This action keeps your current configuration and any changes you’ve made.
Share with Team Members: If you want to foster collaboration, consider sharing the dashboard with your team members. You can typically do this by clicking on a share button and selecting the team members or groups you wish to include.
Step 8: Regular Updates
To keep your dashboard updated, all live data coming from each of the connected applications should be updated. Here's how to take care of your dashboard in Zoho One:
Check the Connected Applications: There are different ways through which you can check whether all the relevant Zoho applications are attached and well synchronised. Through this, you can be sure that your dashboard always displays information that is valid and up to date.
Monitor Dashboard Daily/Weekly: Set a daily or weekly routine to check your dashboard. Based on this, you'll be updated on various tasks and deadlines; thus, making adjustments to your priorities accordingly.
Tips for Effective Task Management

To get the best out of your To-Do List Dashboard in Zoho One, you can apply the following measures:
Integrate All Relevant Apps
The applications of the Zoho suite should be integrated to bring a fine flow of data into your dashboard. That way, you will be able to enumerate all your tasks from both sides of your work and be presented with a general view of your liabilities.
Use Filters Wisely
Use filters so you can limit what you'd like to see, such as filtering time frames or projects. Clutter is minimised, and clarity is improved by this means, making it easier to focus on your most pressing items.
Monitor Progress Regularly
Look at the dashboard often to stay on top of deadlines and update the priority of items regularly. This way, you stay active in the management of your work and not merely respond automatically to tasks.
Use Notifications and Alerts
I think the best way for me to utilise Zoho One is by receiving its notifications regarding any upcoming changes or due dates assigned in the tasks. Critical task alerts you set up would go a long way in keeping nothing from slipping through the cracks.
Set Realistic Goals
When you are creating tasks on your dashboard, set realistic goals and deadlines. That helps to avoid information overload and makes sure your task list stays manageable.
Facilitate Team Collaboration
Allow team members to use the dashboard as a collaborative means for them to communicate ideas with one another. Share your findings and updates so that team members can help supplement one another in managing their tasks to meet the deadline.
Regularly Review and Update Your Dashboard
Your workplace and focus areas will change. Review your dashboard's structure in Zoho One and the settings of widgets regularly to make sure they suit your needs currently. Update filters and views, according to the projects that you are working on and key objectives of which you are involved now.
Explore Advanced Features
With Zoho One, one can expect to have a set of advanced features that are always up for refinement in terms of the aesthetic presentation of your dashboard. Data visualisation tools, analytics, and report-generating features will provide you with deeper insights into your task management practices.
Practical Applications of the To-Do List Dashboard

A To-Do List Dashboard can also be achieved in other aspects of Zoho One, which may help users be more productive and better organised. Some of the practical implementations include the following:
Project Management
It is a rich, single source of data for project managers. A unified dashboard in Zoho One can collate the Zoho projects task list with Zoho CRM to monitor and track how projects have progressed, which assignments to members have been handed over, and deadlines, leading to an integrated view. This helps you spot bottlenecks, plan the next line of action, and keep projects on track.
Sales Management
For example, a To-Do List Dashboard will import sales tasks directly from Zoho CRM, which can easily track all follow-ups, meetings, and tasks related to managing leads to ensure nothing slips through the cracks. This dashboard has filtering options by lead status or priority so that the sales team is only concentrating on high-value opportunities.
Personal Task Management
Personal task management: Using the To-Do List Dashboard in Zoho One, you can manage your tasks. With the inclusion of Zoho Tasks, you can track your errand appointments and work-related responsibilities. Balancing the time usage by customising the dashboard to reflect personal tasks alongside work-related ones is a result of the above capability.
Team Collaboration
The To-Do List Dashboard in Zoho One encourages teamwork when done in a team. Members can share the dashboards, thus showing who is responsible for what and what each member's tasks are. This sharing therefore encourages teamwork and coordination of projects and initiatives among them.
Performance Tracking
Business houses can utilise dashboards to monitor team performance. The rate of tasks completed, deadlines met, and other similar metrics would feed into a dashboard, thereby giving management an idea of the team's productivity level. Management can make decision-making based on this data and the information they gather from it about areas they should improve in.
Conclusion
Creating a To-Do List Dashboard on Zoho One is the best method for managing tasks from multiple applications to increase productivity and organisational skills. The detailed procedure here allows you to create a customised dashboard and manage your workload as well as deadlines.
Features such as centralised management of tasks, real-time updates, and views in Zoho One allow you to manage your tasks and work with your team in a more efficient manner. Bringing best practices into task management and utilising the fullest capabilities of the dashboard allows for optimal workflow and better results.
Embrace the power of Zoho One today and transform the way you manage tasks, so you are focused, organised, and productive in professional endeavours. With such a powerful tool, you face the current challenges of modern work and attain greater success in reaching your goals.
I hope you like this post. If you want to use Zoho or any other CRM at its full capacity. You can reach out to IT Solutions Solved for expert consulting.