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Opening tools as panels (Labs beta)

Turn on Workspace panels in Settings > Labs to open Tasks, Contacts, Conversations and Launch Ads as movable panels over any page.

Written by Stephen Whiting

Workspace panels let you open a tool in a floating window on top of whatever page you are on, so you can check a contact or answer a text without leaving what you were doing. It is a beta, and you turn it on for yourself.

Turn it on

  1. Go to Settings and open Labs.

  2. Switch on Workspace panels. The page reloads and a panels button appears in the top bar.

Turning it on only changes your own login. Your teammates turn it on for themselves.

Open a panel

Click the panels button in the top bar and choose:

  • Tasks: your task board.

  • Contacts: search for a contact and open their details.

  • Conversations: search for a contact and open just their conversation.

  • Launch Ads: the ad gallery and the full ad wizard.

Move and arrange panels

  • Drag a panel to move it, and drag any edge or corner to resize it.

  • Minimize a panel to a small tab at the bottom left. More tabs sit beside it, and you can drag them elsewhere.

  • Your open panels come back when you reload the page in the same browser.

Turn it off

Go back to Settings > Labs and switch Workspace panels off. The panels button goes away.

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