| What | Control how project navigation
is set up for everyone working
in a project. With Manage
tabs, you can choose
which features appear, which
tabs stay visible in the top
navigation, how tabs are
ordered, and when to add
custom tabs for new types of
work. |
|---|---|
| Why |
|
| Who |
|
| When | Use Manage tabs when
creating a new project,
refining an existing project
setup, or introducing a new
way of working in the
project. |
Manage tabs lets you control which features
appear in a project, how they are organized,
and how your team accesses them.
Changes made in Manage tabs update the navigation
experience for all project members.
Before you start
Tabs control how your project is organized
and how your team moves between different
types of work.
Use Manage tabs to control which
features appear, how tabs are arranged, and
how your team accesses them.
If you cannot see a feature tab in your
project, it may be turned off or not pinned in Manage tabs.
Access Manage
tabs
- Open the project you want to update.
- Select More... in the horizontal
project navigation.
- Select Manage tabs.
This opens the Manage tabs slideout
where you can manage active and available
project tabs.
Turn tabs
on or off
Each feature in the Manage tabs slideout includes a toggle on the right.
- Turn a toggle on to make that
feature available in the project.
- Turn a toggle off to remove that
feature from the project navigation.
- Active tabs are currently turned on
for the project.
- Available tabs are optional
features you can turn on when
needed.
- Tabs can appear in the main navigation or
under More..., depending on whether
they are pinned.
Reorder tabs
in the horizontal navigation
To reorder tabs in Teamwork, open Manage
tabs from the More... menu and
drag tabs into a new position.
- Open Manage tabs.
- In the Active section, drag a tab
using the handle on the left.
- Drop it into a new position.
Reordering tabs in the slideout updates the
order of tabs in the horizontal project
navigation.
Pin tabs to the
top navigation
To keep a tab visible in the top navigation,
turn it on and pin it.
- Select the pin icon to keep a tab
visible in the horizontal
navigation.
- If a tab is turned on but not pinned, it
appears under More....
- Pin the tabs your team uses daily to keep
them easy to access.
Create
a custom tab
The Create new option lets you add a
tab for a custom item type.
- Open Manage tabs.
- Select Create new.
- Create the new custom item type you want
to manage in the project.
This adds a new tab to the project
navigation. Custom tabs are separate from
standard task-based views and allow you to
manage other types of work.
For example, you could create a tab for
contracts and manage contract work in that
tab.
Available
project tabs
Available tabs vary depending on your project
setup and enabled features. These
include:
- Task views: List, Board,
Table
- Planning: Timeline, Gantt,
Milestones, Schedule, Risks
- Work management: Time, Finance,
Tickets
- Collaboration: Messages, Comments,
Files, Notebooks, Proofs, Links
- Project setup: Dashboard, Forms,
People
Some tabs may only appear if the related
feature is enabled for your site or
plan.
Set the
project's start page separately
Manage tabs controls which tabs are
visible, but your project's default landing
page is set in project settings.
- Open the project.
- Go to Settings.
- Open the General tab.
- Update the Start page and Default dashboard page.
This controls where users land when they open
the project, not which tabs are visible.
Tips
- Pin the tabs your team uses most often to
keep them visible in the top
navigation.
- Turn off unused tabs to keep navigation
clean and focused.
- Use More... for enabled tabs that
do not need to stay pinned.
- Create custom tabs for work that does not
fit standard task-based workflows.