User Guide › My Desk
Overview
My Desk is the application workspace accessed from the main navigation. Use it when you need to return to the My Desk area while working across Sales, PM, Purchasing, Warehouse, Finance, Tasks, Activities, Data, Tickets, Dashboard, or Reports.
Steps
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In the application navigation, select My Desk.
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Remain on My Desk while you work, or select another available navigation area when you need to move to that business function.
Tips & cautions
Tip: Use My Desk to return to this workspace after working in another application area.
Note: The available navigation areas include Dashboard, Reports, Sales, PM, Purchasing, Warehouse, Finance, Tasks, Activities, Data, and Tickets.
Troubleshooting
- My Desk is not currently displayed → Another application area is selected → Select My Desk in the navigation.
- You need a different work area → The required business function is not My Desk → Select the relevant navigation area, such as Sales, Purchasing, Warehouse, or Finance.
Result
My Desk is selected as the current application workspace.
Related pages
- My Desk — Overview
- My Desk
- My Desk — Learning Path
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