Does this apply to you? Look at your sidebar. If it has a Context entry, yes. If it still lists Performance Delivery, Project Financials and AI Return separately, your organization hasn't moved yet — read Creating a View and Editing and filtering Views instead.
What is Context? explains what a view is. This article is about shaping one: which tabs it holds, what each tab shows, and how to keep it tidy once it exists.
Adding a tab
Open a view and select Add a tab. You get three options, and they answer different needs.
Templates are ready-made tabs from each area — Workflow Performance, DORA, Team Collaboration Network, Team Overview, Team Allocation, AI Usage, Sessions, AI Impact, AI ROI, AI Agents and Harness Optimization. Add the ones your question needs. A template you can't add is either one your organization turned off in Settings → Modules, or one your permissions don't cover — adding Project Financials tabs takes permission to manage Project Financials.
Create your own builds a tab from the metrics you pick, across areas. This is the one that answers a question no single template does: merged PRs beside AI sessions, say.
AI report writes a narrative analysis of the view's data instead of charts. It's covered in its own article.
Tabs can be reordered by dragging, and removed from the ⋮ menu on the tab. Removing a tab you built doesn't lose it immediately — you can undo it.
Choosing what a tab shows
Every tab, template or not, has Edit metrics. It opens a drawer listing everything that tab can show, with a count at the top: 12 of 18 metrics shown.
Two things are worth knowing before you start unticking:
Changes apply right away, for everyone who sees the view. There is no save button and no draft. If the view is shared, your co-workers' next refresh shows your choice.
Reset to default brings back the full set, so experimenting is cheap.
If you hide every metric on a tab, the tab says so rather than rendering empty — turn some back on to see it again.
Building your own tab
Create your own opens a builder with two halves: what's in the tab, and a catalogue to add from.
You can describe what you want in a sentence and Leanmote assembles it — "how much we deliver and how PR reviews are going" — or pick the metrics by hand. Either way you can switch: I'd rather pick the metrics myself and Build it from a sentence go both directions, and once a tab exists you can ask for a change in words (add Throughput) or edit it by hand.
For each metric you choose:
Size — Small (one of the tab's three columns), Medium (two) or Full width. Some metrics are always full width.
Chart — where a metric can be drawn more than one way: Card, Number or Trend.
Order — drag by the dotted handle on the left.
One limit worth knowing in advance: a tab combines metrics from at most six different tabs. If you ask for more, Leanmote builds what fits and tells you what it left out, rather than failing.
A custom tab keeps its earlier versions. If a change turns out wrong, open its history and restore the one you want.
Renaming, pinning, archiving
From a view's menu: Open, Pin to sidebar, Duplicate, Share, Archive and Delete.
Pinning is what makes a view a destination — pinned views sit in the sidebar under Context, one click away. Unpinning doesn't delete anything; the view stays in the Context table.
Duplicate copies the view with its tabs, which is the fastest way to make a variant: same tabs, different teams.
Archive takes a view out of the way without destroying it. Delete is permanent and removes the view for everyone it was shared with — it says so before it does it.
A note on what a view is for
A view is cheap to make and cheap to throw away. The useful ones tend to be shaped like a question somebody actually asks on a cadence — how is Lending doing on reviews and AI? — rather than a catalogue of everything available. If a view has fifteen tabs, it's usually two views.
Related articles
What is Context?
Filters in a Context view
Sharing a Context view