In this section, we will show how to:
- Add widgets to a shared tab
- Add reports to a shared tab
- Change the layout of your shared tab
To configure what is displayed on a Shared Tab, select the ‘Layout’ icon to open the tab:
You can now add items to the Shared Tab by selecting the Add Item icon within your shared tab and then selecting either ‘Widgets’ or 'Reports'. Once you add the item the change is saved (there is no Save button). You may need to log out for the the changes to be reflected.
Adding a Widget to a Shared Tab
Select Add widget to tab to add widgets from the Widgets Library to the Shared Tab:
In this example, we’ll add the Open Tasks widget:
You can also save filters for the widgets that display within the tab. (Note: Pre-defined filters that are saved by the administrator in a shared tab can not be changed by the users or groups that the shared tab is assigned to.)
Adding an HTML Widget to Your Tab
Sometimes you might want to add informational widgets to your tabs. These can be used for announcements, help text or anything else you might want to communicate to a user. To do this, add an HTML Panel widget.
Once you've added the HTML Panel widget, click on the "EDIT TITLE" header to customize the content.
Adding a Report to a Shared Tab
Select Add report to tab to add reports from the Reports Library to the Shared Tab:
As you can see, the report you selected will appear in your Shared Tab:
Changing the Layout of your Shared Tab
You can optionally change the shared tab’s layout by simply resizing and arranging the objects by dragging and dropping them where desired.