# Personalizing your workspace

Use the available work surface to keep the view that matters to you in focus. Use the card-and-chart
surface to find or add the cards and charts arranged for your role.

| If you need to… | Go to |
| --- | --- |
| Choose a work view, list group, or workspace scope | [Set your work view](#set-your-work-view) |
| Find or add a card or chart | [Manage widgets](#manage-widgets) |
| Understand why a tab or control is unavailable | [Handle workspace availability branches](#handle-workspace-availability-branches) |
| Work with tasks from the work surface | [Manage workspace tasks](my-desk-tasks.md) |
| Record a visit, meeting, or call | [Record workspace activities](my-desk-activities.md) |
| Read cards and charts | Cards and charts |
| Choose a widget by its title | Widget catalog |

![The work surface with its current and archived views](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8dfc8a139aeb8fc3262a520aba9739a8.png)

## Before you start

### Prerequisites

- Know whether you are working in the work surface or the card-and-chart surface.
- Have the subscription that provides the work tabs you need.
- Have tabs available for your role when you want to manage widgets.
- If you need to change widgets, use the card-and-chart surface in edit mode.

The work surface can show a standard or principal-user heading. Tasks, Activities, and Calendar
depend on the applicable subscription and are disabled for principal users. Widget-editing controls
appear only in edit mode. The columns in several workspace lists depend on your saved layout, so use the
headers that appear in your lists.

## Open the workspace

Open the surface that matches the change you want to make.

Steps

1. Open the work view from the application menu.
2. Open the card-and-chart view from the application menu.

**Result:** The selected workspace surface is open.

## Recognize the workspace surfaces

The work surface is for reviewing grouped work, tasks, activities, graphs, and calendar information.
The card-and-chart surface is a set of role-based tabs that displays the measures chosen for your
work.

### Work view

The work view uses one workspace context across its views. Choose from the scope values rendered for your
workspace. Its list groups and work tabs are the values rendered for your workspace.

The work surface includes its rendered list groups, work tabs, and workspace readouts.

![The work surface with its work tabs and list groups](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/eb8025ca8407f3c4eb5b16af3f5dad42.png)

### Card-and-chart view

The tabs divide the information into separate views. **Search for widget** finds a card or
chart already on the active tab. The widget picker uses **Select all**, a keyword search, selected
rows, and **OK**.

Use the controls that appear on your screen.

## Set your work view

Use the work view when you want one work context across lists, graphs, tasks, activities, and calendar
views.

### Prerequisites

- Open the work view.
- If you use Tasks, Activities, or Calendar, confirm that the tab is available to you.

Steps

1. Select **Filter**.
2. Choose a scope value rendered for your workspace.
3. Select the view or list group that matches your work.

   | If you need to… | Select the value shown in the **Filter** column |
   | --- | --- |
   | Review grouped work | the list view |
   | Review current work | the current list group |
   | Review archived work | the archived list group |
   | Review graphs | the graphs view |
   | Review tasks | the tasks view |
   | Review activities | the activities view |
   | Review scheduled work | the calendar view |

Use the new-activity menu when you need to start a related activity:

| If you need to… | Select |
| --- | --- |
| Record a visit | **Visit** |
| Record a meeting | **Meeting** |
| Record a call | **Call** |

**Result:** The work view shows the selected scope, work tab, or list group. The selected tab and list group
remain stored for the workspace.

## Manage widgets

Use the card-and-chart surface when you need to find a card or chart on the active tab or add one that is available
to your role.

### Prerequisites

- Open the card-and-chart surface.
- Use edit mode for widget changes.

Steps

1. Select **Search for widget** to find a card or chart already on the active tab.
2. Select **Widget** to open the widget picker when editing is available.
3. Select a widget row to include it in the selection.
4. Complete the widget change.

   | Action | Select |
   | --- | --- |
   | Select every available row | **Select all** |
   | Add the selection and close the picker | **OK** |
   | Save the tabs | **Save** |

The picker excludes widgets already on the active tab and sorts the available titles. A successful
save displays `Your request was completed successfully`. A failed request
displays `An error occurred while processing your request`.

**Result:** The selected cards and charts are included on the active tab, and the saved
arrangement remains available after edit mode ends.

### Edit tabs

Use the edit controls when you need to restore standard tabs, add widgets, or save the
arrangement.

### Prerequisites

- Open the card-and-chart surface in edit mode.

**Steps**

1. Choose the edit action for your change.

   | If you need to… | Select |
   | --- | --- |
   | Restore standard tabs | **Restore Standard Tabs**, then **Restore** |
   | Add a widget | **Widget** |
   | Save the tabs | **Save** |

**Result:** The edit controls perform the selected tab or widget change while edit mode is
available.

## Handle workspace availability branches

The workspace surface changes with your role, subscription, saved tabs, and edit mode.

### Prerequisites

- Have the workspace surface open.

Steps

1. Choose the path that matches what you see.

   | If you see… | Use this path |
   | --- | --- |
   | My Desk | Follow [Set your My Desk view](#set-your-my-desk-view). |
   | Principal Desk | Use the available principal-user workspace tabs. |
   | Tasks, Activities, or Calendar disabled | Use the available tabs or ask your administrator about the required subscription. |
   | `Your role has no dashboard` | Read `Kindly, Contact your administrator to define a dashboard`, then contact your administrator. |
   | Card-and-chart view without widget-editing controls | Open the card-and-chart view in edit mode before changing widgets. |

**Result:** You are using the workspace branch available for your role and subscription.

## When a workspace change does not appear

Use this table when a workspace action does not produce the expected screen response.

| What you see | What it means | What to do |
| --- | --- | --- |
| `Data saved Successfully` after saving a task or activity | The task or activity save completed. | Continue from the updated task list or activity view. |
| `Error while deleting task` | The task deletion failed. | Review the task and try the deletion again. |
| `Are you sure that you want to mark this task as completed?` | PAMS is asking you to confirm completion. | Confirm the action in the confirmation dialog. |
| `Are you sure that you want to un-complete this task?` | PAMS is asking you to confirm removing completion. | Confirm the action in the confirmation dialog. |
| `This action is only allowed if you belong to that branch` | The activity action is restricted to the job branch. | Use an activity belonging to your branch. |
| `One topic and at least one note is required` | The activity has no topic and note combination required for completion. | Add one topic and at least one note. |
| `There is no topic to print` | The activity has no topic available for printing. | Add a topic before printing. |
| `Your request was completed successfully` | The card-and-chart request completed successfully. | Continue with the saved arrangement. |
| `An error occurred while processing your request` | The card-and-chart request failed. | Review the changes and submit them again. |
| List headers differ from another workspace view | The list columns depend on your saved layout. | Work from the headers visible in the current list. |

**Result:** You have a message-specific action or a supported next step for the workspace response.

## Continue from your workspace

An opened record is a linked record that you inspect without leaving My Desk. Use the detailed
pages when the next task belongs to the record rather than to the workspace arrangement.

### Prerequisites

- Have a linked record opened in My Desk.

Steps

1. Select a linked record in My Desk.
2. Select its titled tab to return to the opened record.
3. Select the pen action when you need the record's normal page.
4. Select the close action when you finish reviewing the record.

Saving a new task validates the task form, reloads the task list, and closes the task popup. Use
[Manage tasks from My Desk](my-desk-tasks.md) for task actions, [Record activities from My Desk](my-desk-activities.md)
for activity actions, Cards and charts for reading cards and charts, and Widget catalog for widget
choices.

**Result:** You are at the detailed page or workspace view for the next task.

## Related

- [My Desk workspace](my-desk-workspace.md).
- [Manage tasks from My Desk](my-desk-tasks.md).
- [Record activities from My Desk](my-desk-activities.md).
- Cards and charts.
- Widget catalog.
- [Understanding the interface](understanding-the-interface.md).