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.

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

• Reorder: move a tab up or down to change the order people see along the top.
• Hide: turn on Hide this tab to take a tab off the bar without deleting it. You can bring it back at any time.

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.