Set the default tabs for record dashboards

Choose which tabs every account, work order, project or task dashboard shows by default, in what order, and which tab opens first, for your whole organization.

In the sidebar, open Administration, then choose Record Tabs under Workspace. The page address is /settings/org/record-dashboards.

In Settings, each record type also has its own card that opens this page on that type: Account Tabs and Service Asset Tabs under Accounts, Project Tabs, Task Tabs, Portfolio Tabs and Timesheet Tabs under Projects & Tasks, and Work Order Tabs and Booking Tabs under Jobs & Booking.

Every record in Nova (an account, a work order, a project, a task, and so on) opens as a dashboard with tabs. This page sets the organization-wide default for those tabs. A person can still save their own view. Customize tabs in a record's Actions menu can set the tabs for one record, or for everything under one customer, and that wins over both. See Change the tabs on one customer or record.

Before you start

• Your role needs the saved views permission to see the page and the permission to manage view defaults to change anything. If everything is greyed out, ask your admin.
• Changes save as you make them. There is no save button.

Steps

1. Under Surface, pick the record type you want to change: Accounts, Work Orders, Projects, Tasks, Schedule, Service Assets, Portfolios, Time Sheets or Intake. The page address changes to match.
2. Under Tab order, drag a tab by its grip handle to move it. Use the switch on the right of a row to hide or show that tab. At least one tab must stay visible.
3. Under Defaults, choose the Default tab that opens first. The chosen tab shows a Default badge in the list above.
4. If the surface has Files and Notes tabs, set Default files view and Default notes view to the layout those tabs open with, and Files sidebar and Notes sidebar to Collapsed, Expanded or System default.
5. If the surface has an Access defaults section, set the same for Access sidebar, plus the starting type filter, scope filter, search text, page size and whether deleted access records show.
6. If the surface has an Overview rail section, set Rail state and switch on the sections that should start open.
7. To start over, press Restore this surface. It puts every setting for this surface back to Nova's defaults.

What you see

• Each tab row shows the tab's name and, under it, its short key.
• The Experience profiles section explains that labels, folder routing and role behaviour live on a different page. Press Open Workspace Experience to go there (it is Work Modes under Administration).
• Because changes save automatically, the next person who opens a record of that type sees the new layout, unless they have their own saved view or the record or its customer has its own tabs.

If something looks different

• The grip handles and switches are disabled: your role can read views but not manage defaults.
• You cannot hide a tab: it is the last visible one. Show another tab first.
• A tab that is on here does not show on a record: that record or its customer has its own tabs, set with Customize tabs, or the tab belongs to a feature your organization does not have. This page lists every tab a record type can have.

Open Record Dashboards