How to Create Custom Tabs on Portfolio Health

Plan availability: Available on Jog, Run, and Sprint plans

Goal

To create custom tabs on the Company Overview page so you can return to a filtered view of your portfolio in one click. Each custom tab is a saved view: a set of filters you name once and reuse any time.

Why create custom tabs

Most teams set up custom tabs to see a specific group of locations and teams and measure how that group is performing.

• By region: a Northeast tab, a Southeast tab, a West tab.
• By area: one tab for each area or district you oversee.
• By team or workstream: openings, conversions, or a brand standard rollout.

Every section on the page, including Multi-Team Projects, Workload, Location + Team Summary, My Tasks, and Past Due Milestones, updates to match the filters in the tab you select.

How to create a custom tab

1. Go to Company Overview in the top navigation.
2. Click Filters in the top right of the page.
3. Pick the filters you want for this tab, such as region, area, or location.
4. Click Apply at the bottom of the filter drawer. The count next to Filters shows how many filters are applied, for example 3 Applied.
5. Open the drop-down menu to the left of Filters. It reads Unsaved View until you save.
6. Click Save Current View at the bottom of the menu.
7. Enter a name for the tab (20 character limit) and save.

Tip: Use short, clear names that match how your team talks, such as NE Region or Area 4 Openings. Names are limited to 20 characters.

Create as many tabs as you need

Repeat the steps above for each group you want to track. All of your saved tabs appear in the drop-down menu to the left of Filters. Select any tab to load its filters instantly.

Set your home view

The tab at the top of your managed list is your home view. It loads automatically when you log in or open Company Overview.

1. Open the drop-down menu to the left of Filters.
2. Click Manage Custom Views at the bottom of the menu.
3. Drag the tab you use most to the top of the list.

Note: Custom tabs are personal to you. Saving, reordering, or deleting a tab only changes your saved filters. It does not change any tasks, locations, or project data.

Edit or delete a tab

• To edit: select the tab, open Filters, adjust, click Apply, then choose Save Current View. Delete the old version from Manage Custom Views if you no longer need it.
• To delete: open Manage Custom Views and click the delete icon next to the tab.

Quick reference

• Create: Company Overview → Filters → Apply → drop-down → Save Current View → name it
• Name limit: 20 characters
• Home view: the top tab in Manage Custom Views
• Common setups: by region, by area, by team

More help

• How do I manage my custom views on Company Overview?
• How do I change what sections appear on the Company Overview page?
• You may open a support ticket at the top of this page, or email [email protected].