Setting default item list tabs for security groups

To help with onboarding new team members, set the default list tabs to display in item lists the first time new users in a security group log in. For example, you want to show a tab in the Issues list 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.

1. Click the Tabs menu and choose 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 an Item list type to limit the tabs displayed by item type.

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

You can also search for tabs by name.

4. Click the gear icon next to the tab to show the first time new users open a list and choose Set As Default.

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 item list 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.

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.

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

8. Click Close when you finish.