To Create a New Tab from an Existing Tab or a Workflow Task

  1. Do one of the following:
    • Select File > Settings > User > Customize Ribbon .
    • Right-click in the blank space in the ribbon and select Customize Ribbon from the pop-up menu.

    The Customize Ribbon dialog opens.

  2. In the list below Customize the Ribbon, navigate to the desired tab after which you want to place the custom tab.
  3. In the Choose components from drop-down list, select Tabs or Tasks.
  4. Do one of the following:
    • From the list below Choose components from, select the desired tab or workflow task and then click Add.
    • From the list below Choose components from, select and drag the desired tab or workflow task to the list below Customize the Ribbon.
  5. Optional: Do one of the following:
    • Click Rename and rename the new tab.

    • Rename the new tab in the Label field in the Properties section.
  6. Optional: In the Properties section, from the Visibility drop-down list, select the visibility expression.
  7. Click Apply.