Summary Panel

The Summary Panel permanently resides on the left side of the screen, just to the right of the main navigation. It contains areas of critical data and core actions, such as editing. Relevant data becomes more digestible and allows the user additional control to view precisely the data that pertains to their workflow.

Summary Panel tabs contain unique data related to the current page or case. They show categorized information or have unique functionality related to that page or case. Tabs that contain categorized information typically show the total count of those items on the tab as well.

There are two default tabs on most work items. The default active tab, Activity, contains the conversation stream and history. The second tab displays the general information related to the Case, such as its creation date and author.

As a best practice, avoid having more than seven tabs.