Organize New Features in Your Deskworks Sidebar

Modified on Thu, 16 Oct at 3:20 PM

When Deskworks releases a new feature that has its own dedicated task URL (like a report, email template, or tool), it will automatically appear under the New Features tab at the bottom of your sidebar.


You can move new features to any other section of your sidebar using the Tasks setup page.



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 appearin 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.


  1. Scroll down to the New Features section on the same page.
  2. Click the pencil icon next to the feature you want to move. 
  3. 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. 

  1. Review Permissions
    • Make sure the appropriate roles have the desired access level. 
  2. 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 →



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