Kollab Product Guides

Customizing Workspace Layouts & Tab Groups in Kollab

Learn how to organize collateral into custom tabs, rearrange asset groups, and build a clean navigation experience for your buyers.

3 min read

Tanner Randall

Founder, Kollab

When buyers enter a Kollab room, a cluttered or confusing layout can cause friction. Structuring your content into clear, logical tab groups ensures prospects—and their internal decision-makers—can easily find the exact information they need.

In Step 3 (Content) of the room builder, Kollab gives you full control over how assets are grouped, ordered, and presented.

1. Creating Custom Tab Groups

Instead of listing ten loose documents in a single wall of content, organize your assets into top-level navigation tabs (e.g., Overview, Pricing, Security & Compliance).

  • Add a New Group: In the Workspace order panel on the right, click + Group.

  • Name Your Tab: Give the group a clear title that reflects the deal stage or topic (e.g., Technical Specs, Case Studies).

  • Group Visibility: Click the eye icon next to any group header to hide or show that entire tab set to prospects without deleting the underlying assets.

2. Ordering Assets and Tabs

How you sequence your collateral guides the buyer’s reading experience.

Moving Assets Between Tabs

  • Drag the six-dot handle (::) next to any asset card in the Workspace order panel to move it up, down, or into a different tab group.

  • To remove an asset from a workspace entirely, click the X icon next to its name in the right panel (or toggle its checkbox off in the main asset library list on the left).

Setting the First Tab Experience

The top group in your Workspace order list will automatically serve as the default view when your prospect opens the link.

💡 Best Practice: Keep an Overview or Executive Summary tab at the top so buyers immediately see high-level project goals before diving into pricing or technical details.

3. Preserving Layouts with Templates

If you frequently build rooms with the same structure (e.g., an Overview tab containing an Action Plan + a Pricing tab containing ROI calculators), save your layout:

  1. Click Templates at the top of the Workspace order panel.

  2. Select Save current layout as template.

  3. Next time you create a room, apply the template in 1-click to instantly load pre-organized tab groups and default assets!

Related: a live workspace walkthrough.

New to Kollab? The free plan covers ten workspaces with custom branding, mutual action plans, and engagement analytics. See what’s included — no card required.