Customize a workspace

Customized workspaces are blank canvases on which you will add tools to track the prices and markets that are vital to your business. You can save and pin your favourite workspaces or you can use the market page templates already available to you. It is also possible to share workspaces with other Dashboard users.

Workspaces are saved automatically whenever a change is made.

To create and customize a new workspace:

• Click Add New Workspace in the top left menu – you may create and save up to 64 workspaces; they will appear on the left side of the Dashboard. To view all your workspaces, click the +More button at the bottom of the workspace list in the sidebar. All workspaces will be displayed as a list. It is then possible to scroll down using the scrollbar. At the bottom of the list the Show Less button collapses the list and only the top 7 workspaces are displayed.
• Click Add Widget and select the widgets of your choice, you can repeat this by adding up to 32 widgets to each workspace.
• Workspace layouts have a fixed grid structure; widgets can be resized by clicking and dragging their edges or corners.
• Widgets can be copied from Market Pages or moved from one customized workspace to another. Click on the widget actions menu and select “Copy widget to” or “Move widget to” and either select an existing workspace or create a new workspace. To retain the widget in the original workspace select Duplicate widget and then copy or move it.
• The color theme of the Dashboard can be amended from Dark (default) to Light for the entire Dashboard or just for news articles according to your preference. Click on your user name in the top right of the Dashboard and select the Dashboard theme or Article theme colors:

Workspaces provide a blank canvas on which you will add tools to track the prices and markets that are vital to your business. You can save and pin your favorite workspaces or you can use the market page templates already available to you. It is also possible to share workspaces with other Dashboard users.

You may create and save up to 64 workspaces; they will appear on the left side of the Dashboard.

Workspace layouts have a fixed structure – it is a grid system that makes it easy to change a widget’s dimensions. The default widget size is 2x2; widgets can be resized by clicking and dragging their edges or corners. You will see the grid appear as you resize widgets making it easy to align in the workspace. You can add up to 32 widgets to each workspace.

If the size of the Dashboard is amended on the screen, the grid system adjusts accordingly to resize the workspace content.

Sharing workspaces and news articles 

Users can share a copy of workspaces or news articles with other Dashboard users through email or message by clicking on the Share Workspace icon in the top right corner. This functionality will save time where multiple users require a similar workspace set up, quickly replicate and amend your own workspaces, or share news content with colleagues.

• Click on the Share Workspaces icon in the top right corner
• Copy the URL* and paste it to email or messaging applications. Any changes made to the workspace after the link is generated will not be shared
  *The URL link will expire in 30 days
• Note – news article URLs can only be shared from the Dashboard web version
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View your saved workspaces

Workspaces will appear in the order in which they were last accessed. It is also possible to “pin” a workspace to the top of the list to make it easily accessible.

To view all your workspaces, click the +More button at the bottom of the workspace list in the sidebar. All workspaces will be displayed as a list. It is then possible to scroll down using the scrollbar.

At the bottom of the list the Show Less button collapses the list and only the top 7 workspaces are displayed.

Hide and show the workspace menu

It is possible to hide and show the workspace menu pane. The icon can be found at the bottom of the left-side menu. Click it once to hide the navigation bar. Click it again to bring back the navigation bar.

Workspaces are saved automatically whenever a change is made. The time of the last edit is displayed next to the workspace name at the top of the Dashboard.

For workspace changes to synchronize on the desktop application and web browser versions of the Dashboard, you must log out and log back in.

Create a new workspace

To create a new workspace click the purple “+ Create New Workspace” link at the top of the

Workspaces can be duplicated to avoid starting from scratch when creating more workspaces. In a workspace on the desktop application or in the web version, click the double-rectangle icon between “Add Widget” and the trash can icon at the top-right corner, as shown at left.

View different workspaces across multiple screens concurrently

If you are using multiple screens and you wish to view more than one workspace at a time, it is possible to open another Dashboard screen. If using the installed version, hover over the workspace name in the navigation bar, then click on the “Open in new window” icon. If using the Dashboard via a web browser, right-click on the browser tab.

If multiple workspaces remain open when the Dashboard is closed, all workspaces will open the next time you log in (installed version only).

Further help