Sharing saved item list tabs

If you save an item list tab with information other users, customers, or security groups may find helpful, you can share the tab with them. For example, you save a Release Status tab that displays filtered requirements for the current release and columns to show Remaining Hours and Percent Done values. You can share the tab with team leads who can use it to monitor implementation progress during the release.

1. Click 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>.

4. Click next to the tab to share and choose Share With.

The Share Saved Tab With dialog box opens.

5. Select a Share with option.

• No one prevents all other users and customers from using the tab.
• Everyone shares the tab with all users and customers.
• All users shares the tab with other users.
• All customers shares the tab with customers.
• Specific users and customers shares the tab with the selected users and customers.
• Security groups shares the tab with the selected security groups.

6. Click Save.

Users the tab is shared with can open it in the corresponding list. See Opening saved and shared item list tabs.