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How do you edit the board tabs?
How do you edit the board tabs?
Liliane avatar
Written by Liliane
Updated over a week ago

How do you edit the board tabs?

Set-up

  • Tudodesk back-office

What's this for?

  • How to edit the layout, order of board tabs (statuses)

What you need to know

  • You can add up to 25 tabs to any one board

  • You can rename board tabs.

  • Tabs may not be deleted but can be hidden

  • Tabs can be re-arranged or re-ordered

  • Boards have several system (special) tabs that are locked

  • Locked tabs can not be hidden or moved.

  • A tab will have the locked state if it has existing active (open) tickets.


Steps

  1. Locate the board

  2. Click Show menu

  3. Click Board set-up

  4. Select the Workflow tab

  5. You can rename your tabs in the left column

  6. You can drag the tabs if they are not locked to re-arrange the order

  7. You can use the group option to group your tabs by color

  8. You can hide a tab by using the Visible switch. You can not hide a tab that has open tickets or is a special system tab.

  9. You can insert a new Tab by hovering over the left side edge in between two existing tabs.


What happens if I move or rename a tab

  • Any documents on that tab will remain

  • If you edit the name, the document's status will change to reflect that update.

Why can I not move or hide a Tab (It's locked)

  • Tabs are locked if they are special system tabs

  • Tabs are locked if they contain active open tickets

How do I group the tabs by colour?

You can arrange your tabs in group colours to help segment the board and make it easier to see. This is particularly useful if your board conveys sub-sections of a process such as sales, workshop, shipping.

  • In the board workflow editor, select the group color value from the drop-down.

How to set up the progress completed bar (percentage complete)

Whilst the workflow clearly shows how far along your path a document, process or job may be, it is not an accurate indicator of completeness.

As you map out your workflow to cover your specific process, you may find that a job may not move through all stages to arrive at that completed moment. Sometimes you may have multiple aligning stages representing different processes or tasks but signal the same distance in your workflow journey.

The new progress bar can help your team visualize where you are on the journey to completion.

  1. Go to your board view.

  2. Select Show menu

  3. Select Edit stages

  4. Set the percentage complete for each status in your workflow

  5. Click Save

  6. Congrats, you can now track your projects by percentage complete.


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