SupportPlatform CustomizationHow do I rename the “Plans” finder tab?

How do I rename the “Plans” finder tab?

Support Team

Posted by Support Team on September 10, 2020 — Updated on June 22, 2025

This guide will walk you through the process of renaming the “Plans” finder tab in the platform.

Link

1. Click “Edit Navigation”.

Click 'Edit Navigation'.

2. Click the edit icon.

Click the edit icon on the “Plans” tab to rename.

Click the edit icon.

3. Change the title of the tab.

Change the title of the tab.

4. Save changes.

Click the “Save” button to save the changes.

Save changes.

Congratulations! You just updated the “Plans” tab!

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