Manage registers in projects

Description

In project management, you can define which tabs are visible within a project, in which order they appear, and which tab is loaded first when opening the project. These adjustments enable an optimized and more efficient use of the project view.

Manage tabs

The tab management allows the following adjustments:

• Show or hide tabs: Decide which tabs are visible. Tabs that are not needed can be disabled.
• Set start view: Choose which tab will automatically open when the project is accessed.
• Change the order of tabs: Drag and drop tabs to the desired position to adjust the arrangement.

Open project management

To manage the settings for Tabs, follow these steps:

1. Open the desired project
2. Click the ⋯ menu in the top right
3. Select Manage tabs

Set a start view for a project

Within tab management, you can specify which tab will automatically open when a user opens the project.

1. Open Tab management as described above.

2. Description

   In project management, you can define which tabs within a project are visible, the order in which they appear, and which tab is loaded first when the project is opened. These adjustments allow for optimized and more efficient use of the project view.

   Manage Tabs

   The tab management allows the following adjustments:

   • Show or hide tabs: Decide which tabs are visible. Tabs that are not needed can be disabled.
   • Set start view: Choose which tab is automatically opened when the project is accessed.
   • Change the order of tabs: Drag & drop tabs to the desired position to adjust the arrangement.

   
   Open Project Management

   To manage the Tabs settings, follow these steps:

   1. Open the desired project
   2. Click the ⋯ menu at the top right
   3. Select Manage Tabs

   

   
   Set Start View for a Project

   Within tab management, you can specify which tab is automatically opened when a user opens the project.

   1. Open Tab Management as described above.
   2. In the list of tabs, click the Start View button next to the desired view.
   3. Click Save to apply the changes.

   

   
   Adjust Tab Order

   The order of tabs can be customized. Frequently used tabs can be moved further to the front.

   1. Open Tab Management as described above.
   2. Click the icon next to the respective tab and drag it to the desired position.
   3. Click Save to apply the new order.

   
   
    

   Show and Hide Tabs

   Tabs that are not needed for a project can be disabled. This keeps the project view clearer and focused on the most important functions.

   Procedure:

   1. Open Tab Management.
   2. Use the switches next to the tabs to show or hide them.
   3. Click Save to apply the changes.

   
   
    

   Example

   If Board is set as the start view, the board view will open directly the next time the project is accessed. If you also want to change the order, you can, for example, move the board to the first position.

   

    

   📌 Pin Views as Tabs

   Save any shared view – e.g., list, board, or timeline views with your own columns, groupings, and filters – and pin it individually for the project for the whole team as its own tab. Give the tab a freely selectable name, an icon with or without color, and determine its position. This way, the project team gets quick access to the most important views you have created for your project.

    

   

    

   📌 Pin Views

   A saved and shared view can be pinned as a new tab. Everyone who opens the project will see the tabs just as you selected and designed them. For example, take your view for project participants, or for a “blocker list,” an “open items” list, etc., and place it directly as a tab. This makes it an immediately visible navigation element. 

   🖊️ Custom Tab Name

   The tab name is freely selectable and independent of the view name. You can, of course, keep the view name, but in some cases, it makes sense to name the tab differently or more concisely. For example, the view name 11 - Change Requests can be shortened to CRs. 

   🎨 Icons & Colors

   Use visual codes with icons or emojis and a freely selectable accent color for the icon.

   Order via Drag & Drop

   Tabs (standard & pinned) can be reordered using the drag handle. This allows you to set the order and place frequently used views all the way to the left.

   "More..." Tab

   Tabs can also be hidden but remain accessible via the More... tab. This way, you can hide rarely used but still important views/tabs.

   🔒 Lock Tab Configuration

   By default, Admin and Member roles can configure project tabs. If you want to protect your curated project tabs from accidental changes, simply lock the configuration dialog. Then only you and admins can change the tab settings. 

    

   🎨 All tabs, including standard tabs, now support icons & colors! 

    

   How to Pin a View

   (1) Prepare the view

   • Open, for example, the list view → adjust columns, grouping, or filters → click Save as in the view menu → choose whether the view applies only to this project or globally → share the view in the workspace

   (2) Adjust the tab bar

   • Click the ⋯ menu at the top of the screen → Manage Tabs
   • Hover over a view type you want to pin, e.g., List
   • Click the + icon that appears and select from the available views
   • Drag the view to the desired position using the drag handle

   (3) Set appearance (optional)

   • Select an icon/emoji for the tab by clicking the icon to the left of the view title
   • Assign a custom name for the tab. You can also keep the view name. If you choose a custom name for the tab, it is independent of the view name.
   • Define a color for the icon

   (4) Hide in the menu (optional)

   • Hover over a view → click the icon. The view will appear under a new More... tab. You can hide multiple views in the More... menu. 

   (5) Save – done! 

   From now on, the entire project team and everyone who opens the project will see the new tab.

    

   How to Lock the Tab Configuration

   (1) Configure tabs in the project

   • Pin views, adjust order, choose icons/colors, set start tab, ...

   (2) Lock configuration

   • In the same dialog, lock configuration by clicking the 🔒 icon

   Now only admins and you can make changes. You can remove the lock in the same way.

    

   Note

   Editing a view (i.e., changing columns, filters, etc.) must still be done via the respective standard tab and by opening the view via the View button. 

    

   Conclusion

   With the new tab management, you decide which views in your project are visible right away – and in what order and look. This keeps navigation lean, clear, and individually customizable.

   • Stay focused and pin, for example, a maximum of 5 views in your project that your team uses daily.
   • Use visual codes with icons and colors!
   • Arrange the tabs individually to perfectly reflect your project's workflow
   • Hide rarely used tabs in the More... menu or disable unused views completely

    

   Please note

   • The Start View setting is project-specific and can be set individually for each project.
   • The arrangement of tabs, whether standard tabs or pinned views, as well as the start view, applies to all users of the project.