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How to create tabs for Smart Lists
How to create tabs for Smart Lists

Want to group your Smart Lists in the sidebar? This is how you do it.

Christina avatar
Written by Christina
Updated over 3 months ago

By default all your Smart Lists are under one tab called "Smart Lists".

All Smart Lists tab in the planning sidebar

To group specific Smart Lists under different tabs or create a direct shortcut to an important Smart List, click the pencil icon that appears when hovering over your tabs.

Editing tabs in the planning sidebar

You can then configure your tabs. 

Hiding default tabs

You can disable any of the default tabs by clicking the "eye" icon to the right.

Hiding one of the default tabs in the planning sidebar

Adding custom tabs

To add a custom tab click the plus icon at the top right.

Adding a custom tab to the planning sidebar

You can then click on "new tab" to change the name of the tab.

Renaming a custom tab

Click the pencil icon at the right to connect Smart Lists to this tab.

Choosing Smart Lists for a custom tab

The Smart Lists you want to add need to already exist. So make sure to set those up before you create your tab.

You can then select the Smart Lists for this tab one by one and hit "save" when you are done.

Single Smart List tab

If you only added one Smart List to a new tab, clicking on the tab will show you the items in that Smart List directly:

Displaying a single smart list in a tab

And the smart list would then be displayed like this:

Single smart list showing all its tasks in a custom tab

If you added multiple Smart Lists to a tab they will be grouped like this:

Multiple smart lists added to a tab in planning sidebar

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