Create and manage customized tabs

Create, save, and manage custom tabs to maintain personalized Projects table views for easier navigation and reporting.

📝Overview

Purpose

Organize Staff, Teams, Programs, or Projects table views with custom tabs to quickly access frequenlty used filters and flayours
Save time by keeping tailored views for different purposes

Who is this for

Any user who frequently uses Staff, Teams, Programs, or Projects table
Users who want to maintain multiple veiws without manually applying filters and customizations each time

Pre‑requisites

Existing data in the platform for the respective modules

Permissions required

Manage access to the respective modules

📹Demo walkthrough

💭How‑to guide

⚠️ Important Reminders

Customizing table views and managing tabs follow the same steps across Staff, Teams, Programs, and Projects
Fields may differ since custom fields are configured at the module level
In this guide, we are using the Projects module as an example

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

💡 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 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