Customize Tabs

OVERVIEW


 

Once Cloud Coach is installed, the Project Manager and other apps are found by clicking on the app finder and selecting from the provided list. Each app in the Cloud Coach suite comes pre-configured with the most commonly used tabs to help users navigate quickly and easily. However, an org can customize by adding or removing tabs from Setup.  Tab visibility is determined by profile and permissions, so not all tabs are visible to all users. A suggested best practice to boost user efficiency and reduce clicks is to edit the navigation items at the top of the page to reflect the tabs that users access most frequently.

 

EDITING TABS


 

CLASSIC USERS: Click Setup → Create → Apps → Click Edit next to App Label

LIGHTNING USERS: Click Setup → Search: App Manager → Click Action menu → Select Edit → Click “Select Items”

  1. Make selections and use the arrow buttons to add, remove, or reorder
  2. Click Save
  3. Restart the org to view changes

There are two panes: Available Tabs shows what is available to display and Selected Tabs shows those that have been chosen to display by default. To add a tab, select from “Available Tabs” pane and click the arrow pointing to “Selected Tabs.” To remove a tab, select from “Selected Tabs” and click the arrow pointing to “Available Tabs.” To change tab order, select a tab and click the up/down arrows to place it where you would like.

Was this article helpful?

Related Articles