Add a Tab

Tabs allow you to add and position widgets on your dashboard.

To add a tab, follow these steps:

1. Open your dashboard in the designer either by clicking the Edit button in Dashboard, next to the form drop-down menu (only available when you have Edit rights to the form), or by going to Setup > Dashboard > Edit and selecting the dashboard to edit.

2. Select the tab labeled New Tab.

3. In the Tab Name field, type in a descriptive name for the tab.
4. For the Tab Layout, select the appropriate layout based on the widget(s) that will be added.

1. Click Add Tab.

2. Click Save.

To add additional tabs to your dashboard, just click the tab labeled New Tab and repeat the steps above. 

You can reorder the tabs by clicking the up/down green arrows on the tabs. 

Change the Tab's Name

To change a tab's name after you add it to the dashboard, click the tab, and you'll see a Tab Properties pane appear in the bottom-left corner of the window. In that pane, you'll see a Label Text field. Update the text in this field to update the tab's name.