Plan requirement
| Subscription | Suite Professional or higher, Explore Professional or higher |
| Access | Agent |
Tabs organise a large dashboard. They also hide things, which is sometimes the point and sometimes the problem.
Use them
- Open the dashboard for editing.
- Click +, then pick one of the predefined templates or Blank tab, and click Select.
- Move reports onto it.
- Drag a tab by its grabber icon so the most-read one is first.
Deleting a tab takes its contents with it
Everything you placed on the tab is deleted with it, and a deleted tab cannot be restored. Where a tab has stopped being useful but you are not certain, cloning it first costs nothing: the options menu next to a tab holds Clone and Rename alongside Delete.
The first tab is the dashboard
The first tab is the one that opens, so the overview belongs there and the rest reads as detail for whoever goes looking.
Name them for content
"Volume", "Times", "Satisfaction". Not "Tab 2", and not something so general that a reader cannot guess what is behind it.
Three or four, well inside the limit
Zendesk's recommended maximum is 10 tabs per dashboard. Three or four is a stricter rule of thumb and a better one: beyond that they scroll or wrap, and a tab a reader has to hunt for is a tab nobody opens.
So the limit is not what stops you. Readability is, and it stops you first.
When tabs are the wrong answer
If two tabs are for two different audiences, make two dashboards. Tabs organise one person's view; they do not solve serving two people with different questions.
Filters usually span tabs
Check how the dashboard's filters apply, because a reader setting a date range on the first tab reasonably expects the second to follow. Verify rather than assume.
Anything important goes on the first tab
A number that matters, placed on the third tab, is a number nobody sees. If it belongs in the conversation every week, it belongs at the front.
Comments
0 comments
Article is closed for comments.