Manage project customized tabs
Create, save, and manage custom tabs to maintain personalized Projects table views for easier navigation and reporting.
📝Overview
Purpose
- Organize your Projects tablew view with custom tabs to quickly access frequently used filters and layouts
- Save time by keeping tailored views for different purposes
Who is this for
- Any user who frequently use the Projects module to view information
- Users who want to maintain multiple veiws without manually applying filters and customizations each time
Pre‑requisites
- Projects already existing in the platform
- Familiarity with filters and column customization
Permissions required
- Manage access to the Projects module
📹Demo walkthrough
💭How‑to guide
Step 1: Create a new tab
Click on the '...' (ellipsis) on the top-right corner and select Create new tab
and enter a name for your new tab once prompted.
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 project tab'.
Step 3: Apply filters and customizations
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 upper-right corner and click on Update 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 new 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