Creating, Renaming, and Deleting Dashboard Tabs

Dashboard tabs let you organize widgets around your work. For example, create separate tabs for daily activities, case oversight, and billing. These names are suggestions; you choose your own.

Create a tab

Open Dashboard.
Open Dashboard actions and select Add Tab.
The new tab becomes active. Open Dashboard actions > Edit Tab, enter a useful name, and select Save.
Use Add Widgets to fill the tab.

Rename an existing tab

Select the tab, choose Edit Tab from Dashboard actions, update its name, and select Save. Select Cancel to keep the existing name.

Delete a tab

Select the tab you want to remove.
Choose Dashboard actions > Delete Tab.
Review the confirmation. Select Delete Tab to remove it or Keep Tab to cancel.

You must keep at least one tab. Deleting a tab removes that tab and its widgets from your personal dashboard layout. It does not delete cases, activities, billing records, or organization data.

Permissions and saving

These controls require Customize Dashboard. Layout changes save as you make them; allow the Saving indicator to finish before leaving.