---
title: "Manage customized tabs"
url: "https://documentation.gembaa.com/en/article/manage-customized-tabs"
language: "en"
last_updated: "2026-05-25T03:32:03.542Z"
---

# Manage customized tabs

Customize your tabs and save, manage, and quickly access views tailored to your workflow.

## 📝**Overview**

### **Purpose**

-   Organize and personalize allocation views by creating, customizing, and managing tabs for frequently used filters and/or visualized allocation data

### **Who is this for**

-   PMOs, managers, or staff who regularly view allocations and want quick access to custom views

### **Pre‑requisites**

-   Familiarity with allocation filters and display customizations 

### **Permissions required**

-   Access and permission to manage allocations

## **📹Demo walkthrough**

[Embedded content](https://www.youtube.com/embed/XtEM8sUtsY8?start=266)

## **💭How‑to guide**

**Step 1: Create a new tab**

Click on the '**...'** (ellipsis) on the top-right corner and select **Create new tab**

![](https://cdn-assets.productfruits.com/913ae0c6-b470-430a-bf53-d71439d3ed80)

 and enter a name for your new tab once prompted.

![](https://cdn-assets.productfruits.com/9abef5f0-9cd6-42dd-9729-14781abe6677)

**Step 2: View your new tab**

After naming your new tab, it should now appear in the top panel which in this case is 'Test tab'. 

![](https://cdn-assets.productfruits.com/108f1bd0-99cb-48da-a63a-622b128ebbe8)

**Step 3: Customize and save changes to the tab**

With this new tab, you can now apply filters or customize your view as needed.  
After applying filters or customizations, click **Save changes** on the top-right corner and click on **Update current tab**.

![](https://cdn-assets.productfruits.com/67495619-3c53-4d0a-be41-e071d55fcc13)

**💡 Tip:** You can also save the view as a new tab using Save as new tab instead of updating the current tab.

**Step 4: Manage your tabs**

Click the **ellipsis (...)** to see management options for your tabs:

-   **Create new tab** – add a new custom tab for a different view
-   **Rename tab** – change the name of the current tab you're in 
-   **Save as new tab** – save the current view into a separate tab
-   **Save tab** – update the current tab with the latest changes
-   **Duplicate tab** – create a copy of the existing tab you're currently in
-   **Delete tab** – remove the existing tab you're currently in
-   **Reorder tabs** – change the order of tabs in the top panel for easier access