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Working in Multiple Tabs in DataGrows

One of the simplest ways to improve your productivity in DataGrows is to work across multiple browser tabs.

Written by Mariska

This allows you to keep your task list open while simultaneously working on client records, tasks, chats, reports, and other areas of the system.

By using multiple tabs effectively, you can reduce unnecessary navigation and work more efficiently throughout the day.

Why Use Multiple Tabs?

When working on client matters, you often need to move between different parts of DataGrows.

For example, you may need to:

  • Review your task list

  • Open a client task

  • Check a report

  • Respond to a chat message

  • Review supporting information

Instead of constantly moving backwards and forwards between screens, you can keep each area open in its own tab.

This allows you to switch instantly between tasks without losing your place.

Opening a New Tab

Most links and records within DataGrows can be opened in a new browser tab.

To do this:

  1. Locate the table, task, report, or link you want to open.

  2. Right-click on the link.

  3. Select Open Link in New Tab.

A new browser tab will open while leaving your original screen exactly where it was.

A Typical Example

A common setup might look like this:

Tab 1 – All Tasks Due Detail

Your main task list remains open.

This acts as your control centre for the day and allows you to monitor:

  • Outstanding tasks

  • Due dates

  • Progress updates

  • Priorities

Tab 2 – Task Record

You open the specific task you're currently working on.

For example:

  • Monthly Accounting

  • Payroll Processing

  • VAT Return

  • Income Tax Return

Tab 3 – My Chats

Keep My Chats open so you can quickly respond to colleagues, managers, or reviewers without interrupting your workflow.

Tab 4 – Client Record

If you need access to client information, services, contacts, or documents, you can keep the client record open as a separate reference point.

Keeping Your Task List Open

One of the best habits you can develop is leaving your All Tasks Due Detail table open in a dedicated tab.

This means you can:

  • Return to your task list instantly

  • Review priorities throughout the day

  • Open additional tasks as needed

  • Avoid losing your filters

Many experienced DataGrows users work this way every day.

Best Practice: Treat your All Tasks Due Detail tab as your home base and open individual tasks in separate tabs.

Working on Multiple Tasks

There may be times when you are waiting for:

  • Client information

  • Management review

  • SARS feedback

  • Supporting documentation

Instead of sitting idle, you can simply move to another open task tab and continue working.

This allows you to:

✅ Reduce downtime
✅ Manage multiple workstreams
✅ Improve productivity
✅ Stay organised throughout the day

Using Multiple Tabs with My Chats

Multiple tabs work particularly well with My Chats.

For example:

  • One tab contains your task.

  • Another contains My Chats.

  • A third contains the client record.

If a colleague sends you a message about a task, you can quickly switch tabs, review the conversation, and continue working without losing your place.

Working with Reports

Reports are another area where multiple tabs can be extremely useful.

You may wish to:

  • Run a report in one tab

  • Continue working on tasks in another

  • Compare client information while reviewing report results

Keeping reports open separately prevents unnecessary reloading and makes analysis easier.

Tips for Staying Organised

Name Your Tabs Mentally

Know which tab serves which purpose:

  • Tasks

  • Chats

  • Clients

  • Reports

This makes navigation faster.

Close Tabs You No Longer Need

Too many open tabs can become confusing.

Once you've completed a task, close the tab and return to your task list.

Keep Important Screens Open

The most commonly used tabs are:

  • All Tasks Due Detail

  • My Chats

  • Client Record

  • Current Task

Use Browser Pinning

Some users choose to pin important DataGrows tabs in their browser so they remain easily accessible throughout the day.

A Recommended Daily Workflow

Many successful DataGrows users structure their day as follows:

Tab 1

All Tasks Due Detail

Tab 2

Current Task

Tab 3

My Chats

Tab 4

Client Record (if required)

Tab 5

Reports (when needed)

This setup provides quick access to everything you need without constantly navigating through the system.

Key Takeaways

✅ DataGrows supports working efficiently across multiple browser tabs.
✅ Right-click links and select Open Link in New Tab to keep your current screen open.
✅ Keep All Tasks Due Detail open as your daily control centre.
✅ Open tasks, chats, reports, and client records in separate tabs for faster navigation.
✅ Multiple tabs reduce unnecessary clicking and improve productivity.
✅ Keeping My Chats open in a dedicated tab helps you respond quickly to colleagues.
✅ Close completed work tabs regularly to keep your workspace organised.

Remember: Working in multiple tabs allows you to stay focused, avoid losing your place, and move smoothly between tasks throughout the day. It's a simple habit that can make a significant difference to your efficiency in DataGrows.

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