Zoho Projects lets you build dashboards that show project health through widgets and reports; you can open a dashboard from the Dashboard tab and control which visual elements appear on it using the dashboard and analytics tools referenced in the Zoho documentation and community notes [4][3]. Beam Help — independent expert support for Zoho; not official Zoho support [6].
Why this matters
Custom dashboard widgets put key metrics and charts in one view so stakeholders don’t need to open every module to check status [3]. Projects Infinity and related updates make dashboards and reports configurable to match team workflows, which reduces the need for external spreadsheets or manual status checks [6]. Mobile widgets also provide at-a-glance progress without opening the app, which helps when users need quick updates on the go [1].
Step-by-step
- Step 1. Open Zoho Projects and click the Dashboard tab in the top navigation to access your dashboards [4].
- Step 2. Choose the dashboard you want to edit from the list shown on the Dashboard page [4].
- Step 3. Use the dashboard editing controls provided by Zoho Analytics to add or arrange widgets; Zoho Analytics supports widget-based KPI elements and a drag-and-drop layout to position charts and single-number widgets on a dashboard canvas [3].
- Step 4. Add KPI widgets for single metrics or chart widgets for visual reports by using the Add/Widget controls in the Zoho Analytics dashboard interface, which supports multiple widget types for highlighting key metrics [3].
- Step 5. Save the dashboard layout after arranging widgets so your configuration persists for viewers and team members who have access to that dashboard [3][6].
- Step 6. If you need a printable or shareable copy, use the dashboard’s More options icon and choose Export to PDF, selecting either the entire dashboard on one page or one widget per page as required [4].
- Step 7. For mobile visibility, note that dashboard widgets surface progress on the Zoho Projects mobile app, enabling users to view project progress without opening each module on the device [1].
- Step 8. When building custom dashboards in Projects Infinity, create or reuse modules and tailored reports so the widgets show the exact fields and metrics your team needs, then place those reports or KPIs onto the dashboard canvas [6].
Common pitfalls
- Some mobile UI modules (Calendar and Gantt) still have limited RTL support even if the app added Arabic and Hebrew interfaces, so widget rendering for those views may be affected on RTL devices [1].
- Expect dashboard export options to render either the full dashboard on one page or each widget on its own page; choose the format you need before sharing [4].
- If you depend on advanced calculated metrics, confirm those reports are available in Zoho Analytics before adding them as widgets to the Projects dashboard [3][6].
What to check
- Confirm the dashboard you edited is the active one under the Dashboard tab and that you saved changes [4][3].
- Verify any KPI or chart widgets on the dashboard show the intended report or metric from Zoho Analytics and display correctly on both web and mobile views [3][1].
- If you exported the dashboard, open the generated PDF to confirm the chosen export layout (single page vs one widget per page) matches your needs [4].