Panels

A panel is a self-contained block within a tab that shows a single area of information or lets you work with it. Panels make up the body of every layout on the job and project forms, and the panels you show and how you arrange them apply to your account only.

The panel grid

Within a tab, panels are arranged in a grid that you can rearrange to suit how you work.

Drag the resize handle in a panel's bottom-right corner to change its size. The other panels reflow to fit, and the grid compacts upward to close any gaps.

Panel actions

Each panel header shows the panel's name on the left and a row of action buttons on the right. Which buttons appear depends on the panel. The panel action buttons are described below.

Send to topAction

The Send to top button moves a panel to the top row of the grid, which helps when a panel has ended up far down the page.

MaximiseAction

The Maximise button opens the panel on its own in a full-screen dialog. Close the dialog to return to the grid.

DragAction

The handle sits at the far right of every panel header. Drag it to move the panel to a new position in the grid.

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When a panel is too narrow to show all of its action buttons, they collapse into a single Panel actions menu that lists the same actions. The drag handle stays visible.

Showing and hiding panels

The Panels button in the toolbar above the grid opens a menu that controls which panels appear in the current tab. From it you can show or hide individual panels, toggle them all at once, search the list, and reset the tab to its default panels.

Show or hide panelsToggle

Controls which panels appear in the current tab

Each panel has a checkbox in the menu. When ticked, the panel is shown in the current tab. When unticked, the panel is hidden but stays in the list, so you can show it again at any time. Showing or hiding a panel affects only the current tab.

All panelsToggle

Shows or hides every panel at once

When ticked, every panel in the tab is shown. When unticked, every panel is hidden. The checkbox is ticked only while all panels are shown, so it clears as soon as any panel is hidden.

Search panelsInput

The Search panels field narrows the list to panels whose name matches what you type, which helps when a tab offers a long list of panels.

Reset panelsAction

Restores the tab's default panel arrangement

Click Reset panels to return the current tab to its default set of panels at their default sizes and positions. This affects only the current tab, not the other tabs in the layout. To reset every tab at once, use Reset tabs in the Layouts menu instead.

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When every panel in a tab is hidden, the grid shows a No panels message. Show panels again from the Panels menu, or use Reset panels to restore the tab's defaults.

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Showing, hiding, moving, and resizing panels is saved to your current layout straight away. There is no separate save step.