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 to group information in a logical order. Tabs help you to manage information on your dashboard and keep related widgets in the same place.

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 show 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. Perform one of these actions:
    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. You can share a tab across multiple dashboards.
    Select an existing homepage and click Link this homepage. Adds the homepage to the dashboard. You can show 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. Rename a tab when you want to clarify what it contains in a different way; reorder tabs when you want to move tabs with related information closer together; and delete a tab when what it contains is no longer relevant.

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.
    • three columns with two wide columns and a narrow right column.
    • narrow left column, large right column, with a header.
    • Minimalist approach to the CMS layout.
    • two columns with wide right column, header and footer.
    • three columns of equal size only.
    • a single cell centered on screen.
  3. Click Change Layout to apply the new layout to the tab.