Every module, the tabs it needs.
Chat, board, lists, forms, notes, mail, calendar and more.
A module shows its work in tabs along its header. Tick the ones it needs, and everyone who opens the module sees the same set.
Tabs to choose from
Which tabs a module has depends on its work.
Main
A chat with the module's agent, and its pinned widgets.
Board
Its task lists and cards, named after what it holds, such as Tasks, Leads or Tickets.
Lists
The entries people keep, such as leads, invoices or contracts.
Forms and Process
Its card types, their forms, and the steps their cards move through.
Knowledge Hub and Workforce
The knowledge bases and the agents that serve the module.
Noteboard, Email and Calendar
The module's notes, and the mailboxes and calendars linked to it.
How it works
Change a module's tabs in a moment.
Open the module
Its tabs run along the module's header.
Choose +
At the end of the tabs, + lists every tab the module can have.
Tick what it needs
Everyone who opens the module sees the same tabs.
Change tabs safely
Tabs show work; they never hold it hostage.
Nothing is lost
Removing a tab never deletes what it showed. Add it back any time.
Right for each person
People shared just a list or a card see fewer tabs.
Editors decide
Only people who can edit a module can change its tabs.
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