πŸ—‚οΈ Using Tabs in the Dashboard

Learn how to use Tabs in the Triark Cloud Dashboard to create multiple dashboards for different tasks. Tabs help you stay organized by separating your views by focus area.
πŸ“– Read time:
4
min
πŸ”– Category:
Dashboard

Tabs let you create multiple dashboards inside Triark Cloud. Each tab is a separate workspace where you can:

  • Add different widgets
  • Arrange them in a custom layout
  • Name the tab to reflect its purpose

This allows you to create focused views for specific roles or tasks.

🎯 When Should You Use Tabs?

Use tabs when you:

  • Want separate dashboards for different work areas
  • Need a clean workspace for specific focus points
  • Manage multiple roles and need different data overviews

πŸ—‚οΈ Examples of Dashboard Tabs

Tab Example
Purpose
Project Overview
Displays widgets related to active projects and statuses.
Document Control
Shows widgets for new documents, revisions, and document statuses.
Service & Support
Focuses on service-related project data or open tickets (if configured).
My Work
Personal tasks or quick access widgets for daily routines.

πŸ–±οΈ How to Create a New Tab

  1. Click "+ Tab"
    Use the + Tab button at the top of your Dashboard.
  2. Name the Tab
    Enter a name that describes the dashboard’s purpose.
  3. Add Widgets
    Use + Widget to populate the new tab with the widgets you need.
  4. Organize the Layout
    Move and resize widgets just like in your main dashboard.

πŸ”„ Switching Between Tabs

  • Use the tab bar at the top to switch between dashboards.
  • Each tab keeps its own layout and widgets, so you can work in different contexts without resetting anything.

πŸ› οΈ Example Use Case: Role-Based Dashboard Setup

A project manager creates:

  • A Project Overview tab to monitor statuses and progress
  • A Document Control tab to check revisions and document flows
  • A My Work tab for daily personal tasks and quick notes

Switching between tabs helps them stay focused without clutter.

❓ FAQ

Q: Can I rename a tab later?
Yes, click on the tab name to rename it at any time.

Q: Can I delete a tab?
Yes, use the tab options menu to remove tabs you no longer need.

Q: Are tabs visible to other users?
No, tabs are personal. Each user manages their own set of dashboard tabs.

Q: Is there a limit to the number of tabs?
There is no strict limit, but it’s recommended to keep tabs organized for clarity.

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