Default menu items are provided in the navigation pane for Home and each application and application group. For Home, the default menu items are:
- My Dashboard
- My Activity
- My Calendar
- Reports
You can add favorite views and reports to your menus for easy access. As you do so, menu items are organized by category.
Menu changes are personal and are not visible to other users.
Adding Items to Your Menu
- When you run a view or report, you can select Add to Menu from the Actions list. The view or report is added to the menu.
- From the Manage Views page, select the type of view you want to add from the navigation pane. Then, search for or navigate to the view or report you want to add to your menu. Hover over the view row and click the star icon to add the item to your menu.
- In some cases, views are automatically added to your menu when you create them. For example, if you use the Create icon located on an existing dashboard, your new dashboard is added to your menu when you save it.
- If you are an administrator and the owner of a shared view, you can choose to automatically add the view to the menus of users the view is shared with. For details, refer to Sharing a View With Other Users.
Reordering Menu Items
You can reorder views and reports for each category (dashboards, activities, calendars, reports, and backlogs). You cannot drag views and reports into unrelated categories. For example, you cannot move a report to the Dashboards category.
- Click the
Manage Views icon (
) in the navigation pane.
- Drag and drop menu items in each category.
Removing Items from Menus
You can remove items you have added to navigation pane menus. You cannot remove the default menu items, such as My Activity, or menu items that are automatically added when an administrator shares a view with you. These items are indicated by a lock when you hover over the menu item.
Use one of these methods to remove items from your menus:
- Open the Manage Views page. You can hover over a menu item and click the yellow star to remove the item. You can also hover over a row in the content pane and click the yellow star icon to remove the item from your menu.
- Run the view or report you want to remove, then select Remove from Menu form the Actions list.