Pinning in Zoho Desk lets you quickly access your most important items—dashboards, tickets, chats, contacts, and more—without navigating through multiple screens. This feature is available across all Desk editions and works seamlessly in the Radar mobile app to keep your priorities front and center.
Why this matters
Support teams juggle dozens of tasks daily. Pinning streamlines your workflow by surfacing critical items instantly, whether you're monitoring overdue tickets, tracking key accounts, or accessing frequently-used dashboards. It also serves as a powerful reminder tool to help you meet SLAs consistently and stay on top of high-priority work.
Step-by-step
Step 1. Access the Radar mobile app
Open the Radar mobile app by Zoho Desk on your device. Radar is designed to help you monitor key customer service metrics and follow up on issues from anywhere, making it the primary interface for managing pins on mobile.[1]
Step 2. Identify items to pin
Decide what you want to pin. You can pin tickets, chats, contact details, tasks, calls, agents, and dashboards.[1] Consider pinning filtered dashboards that show tickets with similar issues, important accounts or potential customers you want to monitor, and overdue, near-due, or priority tickets to ensure consistent SLA compliance.[1]
Step 3. Pin an item
Navigate to the item you wish to pin and select the pin option. Once pinned, the item will appear at the top of your Radar app menu for instant access without requiring multiple navigation steps.[1]
Step 4. Organize your pins
Arrange your pinned items in either grid or list format, depending on your preference and workflow needs.[1] This flexibility allows you to customize how your most important items are displayed.
Step 5. Pin dashboards to the main menu (desktop)
If you're using Zoho Desk on desktop, you can also pin your most important dashboards directly to the main menu grid for quick access.[1] This feature is available in Standard, Professional, and Enterprise editions.[1]
Common pitfalls
- Over-pinning: While pinning is useful, pinning too many items can clutter your interface and defeat the purpose of quick access. Focus on genuinely high-priority items.
- Forgetting to organize: After pinning multiple items, take time to arrange them in your preferred grid or list format so the most urgent items appear first.
What to check
- Verify that your pinned items appear at the top of your Radar app menu and are easily accessible without scrolling.
- Confirm that your pins are organized in your preferred layout (grid or list) and that the order reflects your workflow priorities.
- Test that pinned dashboards on desktop appear in the main menu grid and load quickly when selected.
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*This article is provided by Beam Help — independent expert support for Zoho. We are not official Zoho support.*