Manage registers in projects

Description

In project management, it is possible to define which tabs are visible within a project, in what order they appear, and which tab is loaded first when opening the project. These customizations allow for an optimized and more efficient use of the project view.

Manage Tabs

The tab management allows for the following adjustments:

• Show or hide tabs: Define which tabs are visible. Unnecessary tabs can be deactivated.
• Set the start view: Choose which tab is automatically opened when accessing the project.
• Change the order of tabs: Drag and drop tabs to the desired position to adjust their order.

Open Project Management

To manage the Tabs settings, follow these steps:

1. Open the desired project.
2. Click on the three-dot menu (...) in the top right corner.
3. Select Manage Tabs.

Set a Start View for a Project

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

1. Open the Tab Management as described above.
2. Click the Start View button next to the desired tab in the list.
3. Click Save to apply the changes.

Reorder Tabs

The order of the tabs can be customized. Frequently used tabs can be moved to a more prominent position.

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

Show or Hide Tabs

Tabs that are not needed for a project can be deactivated. This keeps the project view cleaner and focused on essential functions.

Steps:

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

Example

If the Board is set as the start view, the Board view will automatically open the next time the project is accessed. If the order should also be changed, the Board tab can, for example, be moved to the first position.

Benefits of Tab Management

• Optimized User Interface: Only relevant tabs are visible, making navigation easier.
• Customization: Tabs can be individually arranged to optimize workflow.
• Focus on Important Content: Unnecessary tabs can be hidden, helping teams concentrate on relevant sections.

Conclusion

With tab management, the project view can be specifically customized. By defining the start view, showing or hiding tabs, and changing their order, each project can be optimally adjusted to individual needs.