Customising tabs: organise what each item shows

Tabs sit across the top of an item and control what you see when you open it. A circle, a project, a role: each can have its own set of tabs. You can reorder the built-in tabs, hide the ones you do not need, and add your own.

Tabs are set per label, which is the type of item, so a change you make to projects applies to every project. Tabs are not the same as fields: a tab shows a saved search or a block of text, not a single piece of data. For fields, see Custom fields.

What a tab can show

• Search tab: a saved search whose results appear as a list. For example, a tab on every circle that lists all the open projects in that circle.
• Text tab: a block of content you write yourself, such as a description, working agreements, or useful links.
• Built-in tabs: the tabs Nestr provides for core features, like the structure of a circle or the work on a project.

Where to customise tabs

A workspace admin manages tabs in Workspace settings → Labels, Fields & Tabs. Select the label, which is the type of item you want to change, then open its tabs.

Which label's tabs are you changing?

The tabs on an item come from that item's own label. The tabs across the top of a circle are the circle label's tabs, the tabs on a project are the project label's tabs, and so on. The editor tells you which one you are in, headed Edit tabs for: followed by the label name.

This catches people out when a tab lists items of a different type. A Contracts tab that lists all the contracts in a circle belongs to the circle label, not to your Contract label. Editing the Contract label's tabs changes what you see when you open a single contract, and will not move that Contracts tab on the circle.

Adding a tab

1. Click Add tab.
2. Give the tab a title, and an icon if you would like one.
3. Choose Search tab or Text tab.
4. For a search tab, enter the search that decides what the tab lists. For a text tab, write the content.

For help building the search behind a search tab, see Nestr search.

Reordering and hiding tabs

Tabs appear on the item in the order they sit in the settings list. The top of the list is the leftmost tab, so moving a tab up moves it further left. There is no order number to set: the position in the list is the order.

• Drag: take hold of the grip at the left of a tab's row, the two columns of dots, and drop the tab where you want it.
• Arrows: hover over a tab's row and up and down arrows appear on the right, beside the delete icon. The first tab has no up arrow and the last has no down arrow.
• Hide: turn on Hide this tab to take a tab off the bar without deleting it. You can bring it back at any time.

Click Save when you are done. A tab that has a Parent tab title sits inside that parent instead of on the bar itself, so moving it changes its place within the parent rather than on the bar.

Built-in tabs cannot be deleted, only hidden, so you can always get them back. If you have changed a built-in tab and want the original again, reset it to its default.

Who sees your changes

Because tabs are set per type of item, your changes apply to every item of that type across the workspace, and everyone who opens one sees the same tabs. Some apps also let you tailor tabs for a specific circle. The Scrum & Agile app, for example, offers a Customise option on each work type.

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Here is an example on how you can use Labels, Fields and Tabs to show tasks under a project on a Kanban board rather then a list.