Add a Tab

Bryan Olson
Bryan Olson

Tabs are navigation elements used within a dashboard to organize content into separate sections. Instead of cluttering a single dashboard with too many widgets or panels, tabs allow users to switch between different views, making the interface more structured and user-friendly.

 

Step 1: Adding Tabs to the Dashboard

  • Open the Dashboard

    • Navigate to the dashboard where you want to add tabs.
  • Access the Widget Panel

    • Click on the widget panel on the right-hand side of the screen.
    • Locate the "Tabs" option under the Layout section.

  • Add Tab Widget

    • Click on the Add Tabs widget to add tabs onto dashboard.
    • This will create an initial set of tabs.

  • Edit Tab Widget
    • A Tab can be edited by clicking on the 3 vertical dots as below:

  • Remove Tab
    • A Tab can be removed by clicking on the 3 vertical dots as below:
    • Select Remove to delete the tab.


Step 2: Configuring the Tabs

  • Open Widget Setup

    • Click on the Tabs widget.
    • The Widget Setup panel will appear on the right.

  • Add More Tabs

    • Click "Add Tab" to insert new tabs.
    • Name each tab for better organization.

  • Customize Tab Appearance

    • Click on the Settings (Gear Icon) next to each tab.
    • Modify:
      • Background Color
      • Text Color

  • Global Tab Settings

    • Go to the Settings tab in the Widget Setup panel.
    • Customize:
      • Full width of dashboard
      • Show Icon (configure separately)
      • Hide Label
      • Tab Alignment
      • Text Size

  • Save the Configuration

    • Click Save to apply all changes.

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