Managing tab groups
Security and navigation
SECURITY All users can add tab groups, edit tab group settings, and close tab groups.
NAVIGATION Dashboards > Tabs > Manage My Tab Groups
Tab groups are buckets or folders for tabs. They are used to organize multiple tabs into different sets.
- The dashboard contains one default tab group called Tabs or Default Tab Groups.
- Users can have up to 10 tab groups with up to 20 tabs in each group.
- Tab groups are a personal organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. tool similar to File Explorer, and can be added and managed by each user.
Switching between tab groups
To view tabs not in the selected tab group, switch the tab group you are viewing. Displaying a tab group on your dashboard will make all tabs in that group visible.
From the tab group drop-down menu, select a different tab group.
You can also click Dashboards in the top navigation bar and select a tab group from Other Tab Groups.
Managing tab groups
- Click Dashboards in the top navigation bar and under Actions select Manage My Tab Groups. The Manage My Tab Groups page will open.
- To add a tab group, click New Tab Group.
- Use the following features to manage tab groups.
| Field | Description |
|---|---|
| New Tab Group | Refer to Adding a tab group. |
| Order column |
Drag and drop rows to determine the order in which tab groups are displayed. The active tab group with the lowest order number will be displayed when you log in. NOTE When a shared dashboard tab gets published to you, Autotask will attempt to put it at the end of your first (leftmost) tab group. If that tab group is already full (no more tabs can be added), that tab will not be added to the first tab group, but it will be available to be added to any tab group if you later add a new tab and choose the Display (re-open) existing tab option. |
| Name | Displays the name of the tab group. |
| Tabs | Displays the count of dashboard tabs within a tab group. |
| Active | Displays a check if the tab group is active. |
| Context menu | |
| Edit | Opens the Edit Tab Group page. |
| Activate/Inactivate | Activates or inactivates the tab group. You must have at least one active tab group. |
| Delete | Deletes the tab group and all tabs in the tab group. Any published tabs will remain published to you, but they will no longer be visible. |
Adding a tab group
- Click Dashboards in the top navigation bar and select Add New Tab Group
Or
From the drop-down tab group selector, select Add New Tab Group
Or
On the Manage My Tab Groups page, click New Tab Group.
The New Tab Group dialog box will open.
- Enter a Tab Group Name.
- Select the Active box to make the tab group active.
- Click Save & Close.
Adding new or undisplayed tabs to a tab group
- Display the tab group you want to add a new tab to.
- Click the + sign. The Add New Tab dialog box will open.
- For the remaining steps, refer to Adding a tab.
Assigning existing tabs to a tab group
- Open the tab you want to assign to a different tab group.
- From the tab menu
, select Tab Settings.
The Tab Settings dialog box will open. - Click the Tab Group drop-down selector and pick the tab group you want the tab to appear in.
- Click Save & Close.
