How to organize the project tabs for both portal and client users?

How to organize the project tabs for both portal and client users?

ou can enable the project tabs visibility to both your portal users and client users by choosing the Project Customization at the top right corner of your projects page. In the PROJECT TAB ORGANIZE, enable the requisite tabs in the For Project Users section and enable the required tabs in the For Client Users section.

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                                                                                            • Related Articles

                                                                                            • Organize Tabs

                                                                                              Organize the project tabs based on your choice. You can drag and drop the tabs to reorder and save the new order. In addition, this feature is also extended for client users. Click Projects in the left navigation panel and navigate to your project. ...
                                                                                            • Client Users

                                                                                              A company or organization for whom the projects are done, is called a client company E.g., Bowman Furniture's is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that project. ...
                                                                                            • Portal Users

                                                                                              Employees in your organization must be added as portal users before they are assigned to individual projects. Projects are accessible to users added to them. Portal Owners and Admins will have access to all projects in the portal. Click to learn more ...
                                                                                            • Project Dashboard

                                                                                              Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands. Benefits: View summary of work items in the project Check progress of your project ...
                                                                                            • Import Client Users From Zoho CRM

                                                                                              Client users can be imported from Zoho CRM. This requires Zoho CRM integration. Login to Zoho Projects and click in the upper-right corner. Navigate to Manage Users section and click Client Users. Click in the upper-right corner and choose Import ...
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