Customizing Cloud Workflow – Adding Tabs

Posted · Add Comment

If there are Tabs or Tab links on the CRM tab group you use frequently, it might improve your workflow if you added them to your CLOUD tab group. In the example below, we add the Customize tab to the Cloud Workflow tab group, but you could add any tab you want. Here’s how to do it:

1. Log in to Method and choose the CRM tab group from the dropdown menu in the upper right corner.
Edit tab groups in Aero Workflow Manager

 

 

2. Once you are in the CRM tab group, look for the Customize tab and click on it.
Edit Tabs in Aero WorkFlow Manager

 

 

3. Click on the Tab Groups link.
Edit Tabs in Aero Workflow Manager

 

 

4. The Tab groups window will pop up. Click on the Edit link to the right of the CLOUD tab group.

Tab Groups in AERO WorkFlow Manager

 

5. In the next window, choose the tab that you want to add to the CLOUD tab group from the drop-down window and click Add Tab.
Edit tab groups in Aero WorkFlow Manager

 

6. Check the boxes next to the users you want to be able to access this tab in Cloud Workflow, then click Next.
Edit Tab Groups in Aero WorkFLow Manager

 

 

7. Click Finish.
Edit Tab Groups in Aero WorkFlow manager

 

 

7. The tab you selected will now appear in your CloudWorkflow tab group.
Edit tab groups in Aero WorkFlow Manager

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.