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SOP 05: How to Add an Existing View as a Tab

This guide explains how to add an existing saved view as a tab, allowing quick navigation between commonly used views and trackers.

 Purpose

To add an existing saved view as a tab within HubSpot, allowing quick access to frequently used information without having to search for the view each time.

When to Use

Use this process when:

  • A view has already been created.
  • You want faster access to a saved view.
  • You regularly work from a specific tracker view.
  • A shared team view has been created and you need to access it.
Who Uses This Process
  • Culinary Team
  • Innovation Team
  • Sales Team
  • Project Coordinators
  • HubSpot Users
Before You Start

Ensure:

  • You are logged into HubSpot.
  • The view has already been created.
  • You have permission to access the view.

Note: You will only be able to see views that have been shared with you or created by you.

Process Steps

Step 1: Navigate to the Required Tracker

Open the tracker where the view exists.

Examples:

  • Sample Tracker
  • Dispatch Tracker
  • Gates Tracker

Step 2: Locate the Tab Bar

At the top of the tracker, locate the existing tabs.

Example:

All Records | My Records | Team Records | +

Step 3: Click the Plus (+) Tab

Click the + icon beside the existing tabs.

This opens the available view options.

Step 4: Select "Add View"

From the dropdown menu:

  1. Click Add View
  2. Review the list of available views

Step 5: Locate the Required View

Search for or select the view you wish to add.

Examples:

  • Karen's View
  • Sample Dispatches
  • Open Projects
  • My Development Projects

Only views available to you will appear in the list.

Step 6: Add the View

Select the required view.

The view will automatically be added as a new tab in the tracker.

Step 7: Verify the View Has Been Added

Confirm the new tab now appears alongside your existing tabs.

Example:

All Records | My Records | Sample Dispatches | Open Projects

Click the tab to open and review the information.

Outcome

Upon completion:

✅ Existing saved view added as a tab

✅ Faster navigation within HubSpot

✅ Reduced time spent searching for views

✅ Easier access to frequently used information

Common Mistakes

❌ Looking for a view that has not yet been created

❌ Assuming all team views are visible to everyone

❌ Creating a new view instead of adding an existing one

❌ Adding duplicate tabs

❌ Not checking whether the required view has been shared

Success Criteria

The process has been completed successfully when:

✓ The required view appears as a tab

✓ The tab opens correctly

✓ The relevant records are displayed

✓ The user can easily switch between views

Related Articles
  • How to Create a Personal View Using Filters
  • How to Customise Views
  • How to Edit Columns in a Personal View
  • How to Add a Personal View to the Sample Tracker
  • How to Find Gates