Create a tab on a non-responsive dashboard

By default, a dashboard is created with a Home tab. You can create and manage additional tabs for each dashboard to group information in a logical order.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

For example, the tabs Daily Indicators, Weekly Indicators, and Home could display the key indicators for incident management.

Procedure

  1. From a dashboard, click the unlock icon (The unlock icon).
  2. Click the plus (+) icon beside the existing tabs.
  3. In the pop-up window, enter a name for the new tab.
  4. Do one of the following
    OptionDescription
    Enter a name for the new tab and click Create tab. Adds a new empty tab to the dashboard.
    Select an existing tab from a different dashboard and click Link this tab Adds the tab to the dashboard. This option allows you to share a tab across multiple dashboards.
    Select an existing homepage and click Link this homepage Adds the homepage to the dashboard. This option allows you to display a homepage within the dashboard.

    To add or change content for a tab, click the plus (+) icon at the top left of the tab area.

    To change the appearance of a tab, click Change Layout.

Modify a tab on a non-responsive dashboard

An existing tab can be renamed, reordered, or deleted.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

Note: The information on this page applies only to non-responsive dashboards. For information on how to use responsive dashboards, see Working with responsive dashboards.

Procedure

  1. Navigate to the dashboard that you want to modify.
  2. In edit mode, click the down arrow beside the name of the active tab to access options for modifying tabs.
    Option Description
    Rename Change the name of the tab.
    Delete this tab Delete the tab completely. When deleting the tab, it is also removed from all other dashboards.
    Set as homepage Make this tab the homepage for the dashboard. When a user selects the dashboard, this tab appears as the first page. The homepage icon is added before the title of the tab.
    Change tab order Change the order of the tabs by giving them a number. The tab with the lowest number starts on the left and the tab with the highest number appears on the right.

Change the layout of a tab on a non-responsive dashboard

You can change the layout of a tab the same way you change the layout of homepages.

  1. In edit mode, click Change Layout.
  2. In the pop-up window, select one of the available layouts.
    • 3 columns with 2 wide columns and a narrow right column.
    • narrow left column, large right column, with a header.
    • Minimalistic approach to the CMS layout.
    • 2 columns with wide right column, header and footer.
    • 3 columns of equal size only.
    • a single cell centered on screen.
  3. Click Change Layout to apply the new layout to the tab.