In this post, we will show you how to:
- Set the default landing tool so team members that visit your project land on the most used tool without unnecessary clicks
- Add/remove tools to ensure your team has all the tools available to work smarter
- Rearrange your tool navigation to make the most used tools the easiest to access
Note: These configuration changes require ‘Owner’ project permissions. I you do not have this, you can visit the Team page to see who has these permissions and share this link.
Setting the default landing tool
By setting the default landing tool, team members will always land on the most used tool without unnecessary clicks. While a click only takes a second, when you compound that over hundreds of visits, you will be saving your team time while making their experience more enjoyable.
1. Visit the Admin page of your project → click on the ‘More’ button in the Appearance section.
2. Scroll down to the Navigation section and select the desired tool in the “default landing tab is” dropdown.
3. Scroll to the bottom of the page and click the ‘Save Changes’ button.
If your default landing tool is the Tickets tool, you can set which Tickets view is the default (List, Planner, Cardwall) as well as the default filter. Here is how:
1. Visit the Tickets tool of your project → click on the ‘Setting’ sub navigation item.
2. In the left navigation menu, click on ‘Default Views’ and set the desired view.
3. If your default Ticket view is the List, you can set the default List filter in the ‘Default Views’ section. If your default view is the Cardwall, you can click on the ‘Cardwall’ section to set the default Cardwall filter.
Now when team members visit the Tickets tool, they will land on the correct view with the desired team filter.
Add and remove project tools
If you haven't had a chance to browse through the tools section of Assembla, we recommend you check out all the great tools Assembla has to offer. You can reduce clutter by removing unused tools and add new tools for your team to try.
1. Visit the Admin page of your project → click on the ‘More’ button in the Tools section.
2. Browse through the tools list - you can click on ‘Add’ for any tool you want to add or ‘Remove’ for any tools you want to remove.
Recommendation: Check out the Custom tab tool that provides access to external tools from within your Assembla project.
Rearrange your tool navigation
Now that you have set your default landing tool and determined the desired tools available within your project, it is time to order the tool navigation so mission critical tools are easily available and never overlook.
1. Visit the Admin page of your project → click on the ‘More’ button in the Appearance section.
2. Scroll down to the Navigation section and drag and drop the tools in the “Order Tabs” box to the desired order - displayed from left to right in the main navigation.
3. Scroll to the bottom of the page and click the ‘Save Changes’ button.
We hope this exercise helps you and your team navigate your projects more efficiently. If you have any problems or questions, you can get in touch with Assembla support at our help desk or by emailing support@assembla.com.
If you do not have an Assembla project, you can quickly sign up for free.
