Tabs
📌 NOTE: Depending on your role and permission level, some of the following features might not be available for your account.
Tabs allow you to view the items in one folder in different ways depending on your needs. For example, you can create different tabs for different team members so you can easily overview their tasks.
You can also create a new tab in a folder just to get a different view of the items, e.g. one tab can be a list and another one a calendar.
In each new tab, you can also use different filters, groups, or sort options, and whenever you come back to these tabs, your preferences will be saved.
For example, in one tab, you can filter out In-progress tasks only, while in another, you can view those tasks that you are done with. The possibilities are endless.
Create a New Tab
To create a new tab, find and click the plus sign next to the existing tab (or the last created tab).
Choose a View Type among the options that appear in the drop-down menu. Give your tab a name by clicking it and typing it in.
m
Navigate a Tab
On each tab, you will notice a three dots symbol. By clicking that symbol, you will get the options to delete, duplicate, rename your tab, and even export that as PDF (depending on the selected view type).
📌 NOTE: If you want to keep the order you created in the first tab, our suggestion is to duplicate it instead of simply opening a new one.
You can also move your tabs around and change their order by drag and drop. Just click the tab you want to move and drag it to a new place.