Setting default list window tabs for security groups

To help with onboarding new team members, set the default list window tabs to display in list windows the first time new users in a security group log in. For example, you want to show a tab in the Issues list window that new team members added to the Interns security group see the first time they open the list. You can add a saved tab that uses the My Issues filter and includes the Number, Summary, and Estimate Completion Date columns, and set it as a default tab for the group.

If a user is in multiple security groups, default tabs for all groups the user is in are displayed the first time the user logs in.

Tip:  You can also set default tabs when editing security groups. See Editing security groups.

1. Choose Tabs > Manage Saved Tabs.

The Saved Tabs dialog box opens. The available options depend on your security permissions.

2. Select a Show option to limit the tabs displayed.

You can see tabs you own, tabs shared with you, all saved tabs, tabs owned by inactive users, and tabs set as defaults for security groups.

3. Select a List window type to limit the tabs displayed by item type.

To view tabs for all lists based on the selected Show option, select <All>.

Tip:  You can also search for tabs by name.

4. Select the tab to show the first time new users open a list window and click Set As Default.

Note:  You can only set tabs shared with everyone or specific security groups as a default tab. If you need to change tab sharing, see Editing and deleting saved list window tabs.

The Set Default Tab dialog box opens. All security groups the tab is shared with are displayed.

5. Select security groups to show the tab to.

Click Select All to select all groups or Select None to clear any selected groups.

6. Click Save.

You return to the Saved Tabs dialog box.

7. Repeat steps 4 - 6 for all the tabs to set as a default for groups.

Note:  If multiple default tabs are set for the same list window, the tabs open in alphabetical order.

8. Click Close when you finish.