Creating Project Tabs

Project tabs allow clients to conveniently access information, websites, or other software apps related to a specific project directly within their Motion.io portal.

This article details everything you need to know about creating and editing the project tabs clients have access to when viewing a project.

How Project Tabs Work

In your Motion.io client portals, the tabs clients can access at the top of each project can be fully customized per project or per template.

To view the existing project tabs, open the template or project and click "Portal" on the top menu.

When you create a new project or template from scratch, Motion.io includes two default tabs:

• Welcome: The default "Welcome" tab features boilerplate messaging that welcomes the client to their portal and provides a high-level overview of how to use it. This message can be edited and personalized.
• Tasks: On the "Tasks" tab, clients can view all tasks related to the project (regardless of whether or not they are assigned to them), along with a project progress tracker which provides clarity on the project's current status.

In addition to editing or removing the default tabs, Motion.io allows you to create new project tabs to provide clients with access to static information or connected software applications they'll need throughout a project.

How to Create Custom Project Tabs

To create a new project tab, click the "Portal" tab at the top of that project's page and click "New" under "Portal Tabs."

When adding a new project tab, the editor provides the following customization:

1. Title: In the "Title" section of the editor, you can specify a client-facing name for the tab.

2. Content: The rich-text editor in the "Content" section enables you to add static content like text, images, and URLs to the project tab.

3. App Embed Code: The "App Embed Code" section lets you give clients access to a website or software application directly in the project tab by entering an iFrame embed code or shareable URL.

4. Change Icon: Clicking "Change Icon" allows you to choose an icon to display with the project tab title.

5. Viewable in client portal: By default, new tabs created are visible to all clients invited to a project. To hide a project tab from clients, disable the "Viewable in client portal" toggle.

How Project Tabs Work in Templates

The process for creating and editing Project Tabs in Templates is nearly identical to that of active projects. To create/edit portal pages within a template, select "Templates" from your account sidebar, click the three dots, and select "Edit".

How to Preview Project Tabs

After saving changes made to a project tab or tabs, click "Client portal" at the top to see the client's view.