# Creating My Work Space

Creating a custom dashboard tailored to your specific needs can significantly enhance your productivity and data analysis. Whether you're managing finances, analyzing sales data, or tracking purchases, having a customizable dashboard can streamline your workflow. 

### Creating New Work Space

Creating a custom dashboard involves entering the name of the dashboard and adding components to the dashboard. You can also choose to set this as the default dashboard.

{% hint style="info" %}
To create your custom dashboard, go to **Menu > User > My Work Space**
{% endhint %}

<figure><img src="/files/sBENxzEQFdjug62vG3K2" alt=""><figcaption></figcaption></figure>

#### Create New Work Space Fields

<table><thead><tr><th width="187">Field</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Enter a name for the work space that reflects the purpose or theme of your workspace.</td></tr><tr><td>Default Workspace</td><td>Select this box to set this work space as your default dashboard, ensuring it's the one you see every time you log in. </td></tr></tbody></table>

After filling in the details, click "Save" to create the work space.

### Adding Components

After your workspace has been created, the next step involves adding components to your dashboard for a comprehensive view of your data. Click on **"Add Component"** to open the component menu.

#### Add Component Fields

<table><thead><tr><th width="181">Field</th><th>Description</th></tr></thead><tbody><tr><td>Category</td><td>Choose the category that best aligns with the nature of the data or task you're focusing on (Accounting, Sales, Purchase, etc.).</td></tr><tr><td>Component Type</td><td>Select the type of component you wish to integrate into your dashboard. Options include Stats, Graph, or Table.</td></tr><tr><td>Component</td><td>Select the specific component that you want to add to the dashboard. The component options will be populated based on the selected category and component type.</td></tr><tr><td>Preview</td><td>This section displays the preview of the component that will be added to the custom dashboard.</td></tr></tbody></table>

Click **"Add to Layout"** to place the component on the dashboard. Repeat these steps until you've added all desired components.&#x20;

<figure><img src="/files/fwwnhPCfZ2pdrIEWPuAa" alt=""><figcaption></figcaption></figure>

Once complete, click **"Save"** to finalize your workspace setup.

<figure><img src="/files/YbOcxHKbRxVLAy8fuXCj" alt=""><figcaption></figcaption></figure>

By following these steps, you can create a customized workspace that meets your unique requirements, enabling more efficient access to key information and insights.

You can set up several workspaces, each containing various components. To switch to a specific workspace, simply select it from the "Select Workspace" menu.

<figure><img src="/files/2aqFmxFC0BQfkUk6PHeE" alt=""><figcaption></figcaption></figure>


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