Organize New Features in Your Deskworks Sidebar

New features in Deskworks with a dedicated task URL (like new reports, email templates, and tools) will appear automatically under a New Features tab at the bottom of your sidebar.

 This makes it easy to discover what’s new. You can then move any of these features to a different section of your sidebar using the Tasks setup page, so your most-used tools are always right where you want them.

How to Move a New Feature to a Different Sidebar Location

1. Go to Setup > Tasks. 
2. Decide where you want the new feature to appear in the sidebar.
   • Look at the Position numbers listed next to existing tasks. 
   • Make note of the number where you want the new feature to go.

3. Scroll down to the New Features section on the same page.
4. Click the pencil icon next to the feature you want to move. 
5. In the “Position” field, enter the number you noted earlier. 
   • This determines where the item appears in your sidebar. 
   • If the number is already used, Deskworks will automatically move that item—and any below it—down to make room. 

6. Review Permissions. 
   • Make sure the appropriate roles have the desired access level. 
7. Click SAVE.

Review Your Changes

• Check your sidebar to confirm the feature is in the correct location. 
• Adjust the position if needed. 
• Delete any duplicates if the feature appears more than once.

Note: You can use TASKS to organize and reorder any task in your sidebar—not just new features. See, Customize Your Sidebar Menu: Add Features, Reports & More →