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Use workspace tabs

Last updated July 23, 2026

Workspace tabs let you keep several parts of Nexus within reach while moving through a longer task, such as comparing a customer record, job, estimate, and invoice.

Common uses​

  • Keep connected records open while completing a multi-page task.
  • Switch between customer, job, estimate, and invoice context without searching again.

Before you begin​

Workspace tabs appear only in layouts that support them. Some full-screen workspaces, including Dispatch, use their own navigation controls instead.

Open a workspace tab​

  1. Use the main navigation to open a workspace.
  2. Select the plus button labeled Open a new workspace tab.
  3. Choose a workspace from the list.
  4. Select the new tab to bring it into view.

The active tab is visually selected while other open workspaces remain available.

Switch or close tabs​

  1. Select a tab name to switch to that workspace.
  2. Finish or save any form before leaving a page.
  3. Use the close control on a tab when you no longer need it.
  4. Open the page again from main navigation if you close it by mistake.

Keep only the tabs needed for the current workflow so record names and page states are easy to follow.

Use tabs during connected work​

A practical sequence is:

  1. Open Customers and choose the customer.
  2. Open Jobs in a second tab and find the active job.
  3. Open the job’s estimate or invoice from the job workspace.
  4. Return to the customer tab when you need account-level context.

Workspace tabs organize pages; they do not create, duplicate, or reconnect records.

What happens next​

Each open tab retains its place while it remains open. If a page contains an unfinished form, save or cancel it before switching so the next team member sees dependable information.

Troubleshooting​

The plus button is missing​

The current full-screen workspace may not use workspace tabs. Use that page’s own navigation or return to a standard workspace.

A tab opens an unexpected page​

Close it, then choose the intended page again from Open a new workspace tab. If you followed a record link, confirm the record number before making changes.

Unsaved changes disappeared​

Tabs do not automatically submit forms. Complete the form’s Save, Create, or Cancel action before switching pages.