Managing multiple workflows within a single canvas can quickly become overwhelming. Without a structured way to separate processes, teams often struggle to keep track of different projects, departments, or workflow stages. Puzzle’s new Tabs feature solves this by allowing you to organize your workflows across multiple canvases, making navigation smoother and improving overall workspace clarity.
With Tabs, you can categorize workflows by department, separate current and future state processes, or archive older workflows while keeping everything interconnected. This guide will walk you through how to create, manage, and optimize Tabs to enhance your workflow efficiency.
Key Benefits of Using Tabs
📂 Improved Workflow Organization – Structure workflows across multiple tabs instead of cramming everything into one canvas.
🚀 Effortless Navigation – Quickly switch between tabs and move steps with ease.
📊 Better Categorization – Separate workflows by department, project type, or archived processes for a cleaner workspace.
🤝 Enhanced Collaboration – Organize workspaces so teams can focus on relevant processes without distraction.
🔗 Powerful Process Connectivity – Use Go-To Steps to link workflows across tabs for a seamless navigation experience.
🌍 Optimized Public Views – Keep shared views focused by only displaying relevant sections and tabs.
🎥 Watch the Video Walkthrough
Want to see Tabs in action? Watch our quick walkthrough video demonstrating how to create, organize, and navigate tabs in Puzzle.
Step-by-Step Guide: How to Use Tabs
1️⃣ Creating a New Tab
1️⃣ Creating a New Tab
🖥 Open your Workflow Canvas.
📌 Look at the bottom of the screen to find the workspace's tabs.
➕ Click the plus icon to add a new tab.
📝 The new tab will appear as Tab 2 by default.
To rename the tab:
Click the arrow-down icon next to the tab name.
Select Rename from the dropdown menu.
Type a new name (e.g., Archive, Marketing, RevOps).
Press Enter to save.
🗂 Additional Tab Options:
🔂 Move Tab → Enables you to shift tabs left or right to rearrange them.
❌ Delete Tab → Removes the tab and its contents.
2️⃣ Moving Steps or Sections Between Tabs
2️⃣ Moving Steps or Sections Between Tabs
🖱 Select the Step or Section you want to move.
📁 In the quick action menu, click the Move (Folder Icon).
📜 A modal window will appear listing all available tabs.
🎯 Select the destination tab, and the step or section will be moved instantly.
📝 Note: Bulk-moving multiple sections isn’t available yet but will be coming soon!
3️⃣ Setting a Default Workflow Tab
3️⃣ Setting a Default Workflow Tab
Instead of always landing on the first tab, users can set a Default Workflow Tab to automatically open their most-used tab every time they access Workflows.
How to Set a Default Workflow Tab:
Open Workspace Settings in Puzzle.
Navigate to Workflow Settings.
Select your preferred Default Workflow Tab from the available options.
This setting is user-specific, so each team member can choose a tab based on their role.
💡 Example: A Sales team member may set Lead Generation as their default tab, while Finance might choose Billing.
This feature saves time and enhances workflow navigation, ensuring users land exactly where they need to be.
4️⃣ Using Tabs in Public Views
4️⃣ Using Tabs in Public Views
Puzzle Tabs work seamlessly with Public Shareable Views, ensuring that only relevant workflows are visible when sharing processes externally.
📂 Open the Public/Shareable Views menu.
👉 Select or create a new public view.
➕ Add sections to the view, even if they are from different tabs.
🌐 When users access the public view, they will only see the relevant tabs and sections you’ve included.
🔹 Example: If you create a public view for Sales Processes but include a section from Lead Generation in another tab, both relevant tabs will appear in the shared view.
Public view:
Organizing Tabs: Best Practices & Use Cases
Tabs allow you to organize your workflows in multiple ways. Here are a few strategic use cases to maximize the feature:
Current vs. Future State – Separate Live Processes from Future Processes to track changes over time.
Team-Based Tabs – Create tabs for Sales, RevOps, Finance, HR, Strategy, etc.
Archived Workflows – Move outdated processes into an "Archive" tab instead of deleting them.
Example Tab Structure for a Company:
Tab 1: Demand Generation
Tab 2: RevOps
Tab 3: Product Development
Tab 4: Finance & HR
Puzzle Tabs vs Alternative Diagramming Tools
Unlike competitors such as Miro, Whimsical, or Lucidchart, Puzzle’s Tabs are designed to be deeply interconnected.
In traditional mapping tools, tabs function as isolated canvases with no way to link processes between them. In Puzzle, however, the Tabs and Go-to-Step features allow you to create highly interconnected workflows, ensuring that users can seamlessly jump between related processes.
Best Practices & Tips for Using Tabs
📍 Use Clear Tab Names: Avoid generic names like “Tab 1” or “Tab 2.” Use specific titles like Finance & HR, Live Processes, Archive.
🔄 Group Related Steps Together: Keep interconnected workflows within the same tab or link them with Go-To Steps.
🔒 Optimize Public Views: Only display necessary sections when sharing workflows externally.
📝 Plan Your Tab Structure Early: Organizing from the start will prevent unnecessary rework later.
🎭 Utilize Tabs for Different Perspectives: Some teams use separate tabs for Employee Workflows, Customer Journeys, and Automations to keep their processes structured.
Conclusion
Puzzle’s Tabs feature is a game-changer for workflow organization, allowing you to break free from a single-canvas constraint and create structured, categorized, and connected workflows. Whether you’re optimizing team collaboration, simplifying navigation, or enhancing public views, Tabs offers the flexibility you need.
Ready to take control of your workflows? Try Tabs today and transform the way you manage your processes! 🚀