The Project tabs serve to help you organize your entire work within a project and help you create a system. You can start a project with just the Conversation tab and later add tabs for Tasks, Files, Invoices, and any tools you might need. The project interface is specially designed with full customization and efficiency in mind so you wouldn't have any unnecessary tabs for elements and tools you won't need.

In addition, every project tab has a visibility setting, which gives you the option to choose which parts of the project are visible to your clients and which are private for your team.

Using project tabs will help you manage, monitor, and keep track of your projects easily and efficiently, so let's get into the guide and learn everything you need to know about project tabs.

Let's start with the basic anatomy of the tab and the tabs menu, what are tab actions, and what is the function of the visibility icon.

When you create a new project from the main navigation, it will open a title screen with a few options:

Depending on your project, you can select or unselect any tab you will need in advance.

For example, Conversation, Tasks, and Files are always a good starting combination, since in most cases you will need storage for client files and a shortcut to monitor all the tasks your team is working on for that project. You can select all three icons in the title screen, so when you click the Create Project button, these tabs will appear in your new project.

Remember, you can always add or remove tabs later, so selecting tabs in advance is purely optional.

This means a project without any pre-selected tabs will only display the Conversation Tab in the tabs menu. It will look like this:

Each project has a tabs menu right under the project name.

This menu stacks all the tabs you use for that project in the order of your choosing as well as the option to add or rearrange your tabs.

The tabs menu includes:

Each tab has a menu with actions, related to the tab, a content preview, and a visibility icon.

Whenever you go to a particular tab in your project, you will see a bar with actions above the tab's content. Depending on the tab, this menu will display specific actions you can take within this particular tab.

For example, the Files tab will have Upload a New File and Create a New Folder actions, while the tasks bar will have Add a New Task or Change View actions.

Here's a list of all default Kitchen tabs and the content of their action menus:

Each individual tab displays a visibility icon. The visibility icon show who can see the particular tab.

There are two types of visibility:

Tabs serve to customize your projects to match your workflow. You can add all the elements you will need for a certain project either in advance when you're creating your project, or later by adding them. For example, you might initially create your project to have only a Conversation tab and a Tasks tab, but when the project progresses, you might need to also add Quotes, Reminders, Invoices, or some other category.

Here's how to add a new tab to your project.

Step 1. Go to your Tabs Navigation below the project title and click on the active Plus icon. This icon is always right after your last project tab.

Step 2. When you click on the icon, it will open the Add Tab modal window with all the available modules. The window will show you a list of tab modules you can add, as well as a list of tab modules you've already added to your project.

Select the module you wish to add as a tab.

Step 3. When you select your module, it will open another modal window where you can name your Tab and choose its visibility.

You can leave the default name for your tab or type a custom one.

If the tab allows it, click on the Visibility drop-down menu and select your preferable visibility setting for this tab: Shared to Clients, or Private to Our Team.

Step 4. Click the Add to Project button.

Now, this tab is added to your project and you can see it in the tabs navigation.

Each individual tab displays a visibility icon. The visibility icon show who can see the particular tab.

There are two types of visibility:

You can decide whether a certain tab can be viewed by clients or accessed only by you and your team. To do so, set the tab visibility to the setting you like.

Setting Visibility to Private for Our Team:

Step 1. Click the Visibility Icon on the right corner of the Tabs menu. This will open a modal window with the Tab name and visibility.

Step 2. Go to the visibility section of the modal window and click on the drop-down menu to reveal it. The menu will show you the two visibility options with the current visibility highlighted in blue.

Step 3. Select Private to Our Team to hide the tab from your clients and then click Save Changes.

Step 4. This tab is now set to Private to Our Team, so the visibility icon is now a padlock.

To set the visibility back to Shared with Clients, click on the visibility icon once again, then go to the Visibility section in the modal window and select Shared with Clients from the drop-down menu. Hit Save Changes to apply the new visibility to the tab.

Important notes about Tabs Visibility:

There are tabs that we don't advise you to set to Private to Our Team:

If you wish to rename your tab or change its visibility setting, this is also an option.

Here's how to edit a tab.

Step 1. Go to your Tabs Navigation below the project title and click on the More Menu icon.

Step 2. The More Menu will display a list of all your tabs with a small Edit Icon next to each.

Step 3. Click on the Edit icon next to the name of the tab you wish to edit. This will open the edit Tab modal window.

Step 4. Modify your tab and hit the Save Changes button.

Your changes will now be applied to the tab.

By default, your tabs navigation menu displays all your tabs in order of creation. You can, however, arrange them in whatever order you like.

Here's how to do it.

Step 1. Go to your Tabs Navigation below the project title and click on the More Menu icon.

Step 2. The More Menu will display a list of all your tabs with a small Grid Icon in front of each.

Step 3. To rearrange your tabs, use the Grid icon to drag and drop tabs. You can move them up and down and drop them in the position you see fit.

The tabs in your navigation will be in the same order you've arranged them in the More Menu.

You can remove the tabs you no longer need in your project. Here's how to do that:

Step 1. Go to your Tabs Navigation below the project title and click on the More Menu icon.

Step 2. The More Menu will display a list of all your tabs with a small Edit Icon next to each.

Step 3. Click on the Edit icon next to the name of the tab you wish to edit. This will open the edit Tab modal window.

Step 4. Click the active Remove icon that looks like a bin.

Step 5. It will open an action confirmation window. Click Delete to confirm you wish to delete the tab.

That's it. This tab is no longer in your project.

Let's look at those tabs in more detail:

This means if you wish to completely remove all the invoices from a particular project, you will also need to remove those invoices from the main Invoice listing as well.

This means if you wish to completely remove all the quotes from a particular project, you will also need to remove those quotes from the main Quotes listing as well.

For every other tab type, removing the tab deletes its entire content and resources as well.

Since you can't have a project without a conversation, this tab doesn't have a remove option. It's also the only Conversation tab that documents project activity.

Of course, you can add multiple Conversation tabs to the same project and you can also remove those tabs. Just not the initial one that appears by default when you create your project.

Each time you add a tab to your project, you select a particular tab module. The reason why you need to select the particular module for the tab is the tab properties: actions and settings. These properties make it a Tab Type.

For example, when you need a Conversation tab, you will select the Conversation module, because this tab type has actions and settings related to the tab's role: closing and reopening the conversation, expanding and collapsing messages, and more.

Let's look at the currently available tab types and their properties:

In some cases, you may need a couple of tabs for your Conversations and Tasks. For example, if you need another Conversation where you can communicate privately with your team.

You can add Conversation, Tasks and Embed URL tabs as many times as you like. This has a lot of advantages on itself, as you can use each tab's visibility settings to divide content from the same tab type into visible only to your team, and shared with clients.

You can also use multiple tabs from the same type to organize your project into phases. This might mean Tasks Tab for the design phase, Tasks tab for the development phase, etc.

Here's how to do it.

To do so, simply select the same module again when you add a new tab and give it a different name.

Step 1. Go to your Tabs Navigation below the project title and click on the active Plus icon to open the Add Tab modal window.

Step 2. Select the module you need another tab created from. (for example, a second Conversation tab)

Step 3. Give it a name. We advise you to type a different one so you would easily distinguish it from other tabs of that same type. (for example, Conversation 2; Design Notes; Coding Standards; General Feedback, or whatever suits your needs. )

Step 4. Click the Add to Project button.

Now you have two tabs of the same type. (for example, two Conversation tabs)

This means both tabs will have the same action menus.

Some tabs have additional settings that you can choose upon creating or editing the tab.

Currently, the only tab type that has such additional settings is the Tasks Tab.

When you add a new Tasks tab to your project or edit the Tasks tab, you can see two options that you won't find in other tabs.

First is the Settings section with the option to allow clients to create tasks and subtasks.

Using this option you can give your clients access to creating new tasks and subtasks, or you can revoke that access later.

Second, is the Duplicate Tasks option that allows you to make a copy of the entire task board.

By clicking the Duplicate Tasks icon, you can create a duplicate of your task board in any project you like, including in the same project. In addition, you can also choose visibility for your copy as well as what elements you want to copy.

This option is very useful if you wish to create task templates and speed up the creation of new task boards.

By using tabs you can completely customize each individual project you're working on to match the process exactly how you've planned it.

You can use tabs to keep your conversations, tasks, files, invoices, quotes, deliverables, and other important parts of the project separated and accessible at all times. Tabs also make it very easy to choose what parts of the project process you wish to share with your clients or keep private.

By the end of this guide, you should be able to add new tabs, and multiple tabs of the same type; remove and edit tabs; rearrange your tabs, and set tab visibility.

You can learn about each tab and its properties in separate articles.