Zoho One Portal Navigation Guide
Welcome to Zoho One portal navigation guide!
Purpose of This Document
This guide provides an overview of the Zoho One Portal, its purpose, and step-by-step instructions to help you log in and start using the platform for your daily work activities.
What Is Zoho One?
Zoho One is a suite of integrated business applications designed to help our organization manage everything from communication and collaboration to project management, all in one portal.
By using Zoho One, you’ll have access to the tools you need, streamline workflows, and improve collaboration across departments.
Getting Started
Accessing the Zoho One Portal
Go to https://one.zoho.com/zohoone/academyprofessionalexcellence/ using your web browser
Click Sign In
Enter your work email address and continue
If you have never signed in before, reset your password
An email will be sent for you to create your password
Bookmark Zoho One for quick access: https://one.zoho.com/zohoone/academyprofessionalexcellence/
When you sign in, you will land on the Dashboard screen. Dashboards provide pertinent information and quicker visibility of information.
Dashboard
The landing page shown is your Default Dashboard. This dashboard is customizable by each person and can be updated as you get access to different Zoho applications. Follow the steps below to create one.
Create and customize a dashboard
Create a new dashboard by clicking Add Widgets
Enter a dashboard name at the top left
Add widgets that would be of use or interest to you
Size and move them to your preference
Note: As you gain access to different Zoho apps, these widgets may become more relevant for your job functions
Click Save
Sidebar Applications
The sidebar on the left shows the Zoho applications available to you. We have also added some other frequently used products by Academy Staff as external applications. You can pin frequently used apps for quick access and arrange them in the order you prefer.
At this time, you may not see applications listed. Access to Projects and Sprints will be made available to staff.
ToDo
With Zoho One, managing tasks across multiple apps is now made easier. By using ToDo, found at the bottom of the left menu, you can create, view and manage tasks through ToDo, as well as ones made through multiple Zoho apps.
ToDo help you to plan and organize your projects and schedules efficiently. You can either create tasks for yourself or assign them to other employees.
For more information, refer to the Zoho ToDo Application User Guide
Related Articles
How to Sign Up for Zoho
Visit the Academy for Professional Excellence ticket system home page and select Sign Up. The Sign Up page will appear. Enter your full name, email address, and security captcha and press Sign Up. A "Thank you for signing up” message will appear ...How to Reply to a Zoho Community Post
How to Reply to a Zoho Community Post From the Community Page 1. Select the conversation icon that is shown under the post and begin your reply From the Post's Page 1. After clicking on the post of your interest. Scroll below the post and find ...Zoho Desk Sign Up Instruction
To Sign Up for ZOHO Desk, follow the below steps: Step 1: Open your Zoho Desk Icon from the Desktop or type the below URL in your browser. https://desk.zoho.com/portal/sdsuapex/home Step 2: Click on Sign Up on top right corner of the ...Basic Video Conference Troubleshooting Guide
This guide is intended to be used as a quick reference to what to do in the case something goes wrong during a web conference. Relates to: Issue and solution: General Recommendation Zoom is in the process of developing materials to help people ...Staff Exit Ticket: How to fill out via Zoho Desk
Step by Step to Submit Staff Exit Ticket Supervisor will create a Staff Exit ticket in Zoho as soon as they become aware of staff departure from the Academy. Opening a ticket will initiate the Academy check-out procedures and will be managed by the ...