TeamView
Tabs
The default tabs that appear in the TeamView
include information pertaining to the roles you can play in your
team. There may be other information that you want to see on a
tab, maybe more general, so you can create your own tab to
display this information. Tabs you create can include information
about:
- all requests that have not been completed
yet,
- all requests that are assigned to your
team,
- all requests that are customer critical
issues,
- requests used to hold a status meeting
including a tab for Discussed items, Overdue items,
and/or New items that havent been Prioritized yet,
- requests that are project specific so that
if your team is working on more than one project at a
time, you can break down the requests by putting each
project on its own tab,
- requests that are specific to a Request
Type so you can see a breakdown of the different areas
being worked on in your team, and much more.
Create tabs so that the information you need is
easily accessible.
In this topic, you will learn about:
Creating New
Tabs
To create a new TeamView tab:
- Select the New Tab
radio button in the Tab Definition section.
- Enter a new Tab Label.
- Enter a new Tab Description.
- Select the set of records
from the Use
Record Set
drop-down menu.
- Select the Tab Position..
- Select OK to create the tab and return to your view.
Once you have created your new tab, you can use
data properties to further refine your data to get exactly what
you need. Data properties include columns, sorts, and filters.
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Modifying
Tabs
To modify an existing tab:
- Select the Modify Tab
radio button in the Tab Definition section.
- Make the changes you want.
- Select OK to
save the changes and return to your view.
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Deleting
Tabs
To delete an existing tab:
- Select Delete.
- Confirm that you want to delete the tab.
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Tab Tips
Here are some tips to remember when working
with tabs:
- any changes
that you make to your tabs
in Team-Web will be saved to your standard Team tab
settings.
- to cancel
any changes prior to
saving, select Cancel.
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