Customize a workspace home page in Workspace Builder

---
title: Customize a workspace home page in Workspace Builder
description: Edit the home page for a workspace in Workspace Builder. Adjust what users see when first accessing the workspace, which is a dashboard.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/application-development/workspace-builder/edit-workspace-home-page.html
release: australia
product: Workspace Builder
classification: workspace-builder
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 7
breadcrumb: [Use, Workspace Builder, Builder library, Developing your application, Classic app development, Building applications]
---

# Customize a workspace home page in Workspace Builder

Edit the home page for a workspace in Workspace Builder. Adjust what users see when first accessing the workspace, which is a dashboard.

This video shows you how to perform the following procedure.

## Before you begin

Role required:

-   admin or Guided Application Creator for ServiceNow Studio.
-   sn\_app\_eng\_studio.user or delegated\_developer for AES. For more information, see [Delegate developers using AES](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/app-engine-studio/aes-app-dev-workflow.md).

## About this task

You can edit workspace home pages in Workspace Builder only for workspaces created in Tokyo and going forward. You can edit older workspaces in UI Builder.

**Note:** The home page is an essential part of the workspace, and thus can't be hidden or removed.

## Procedure

1.  Navigate to Workspace Builder.

    For details on how to open Workspace Builder in ServiceNow Studio or AES, see [Accessing Workspace Builder](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/workspace-builder/accessing-workspace-builder-aes-crs.md).

2.  Add an element to the page.

    You must be in the **Navigation configuration** tab. If you're already in the **Navigation configuration** tab, you can't select it.

    1.  In the navigation panel, select **Home**.

        \[Omitted image "workspace-builder-1-purple.png"\] Alt text: Workspace Builder home page

    2.  In the home page canvas, select **Add new element**.

    3.  From the list, select the element or component that you want to add.

        For example, to add a graphic of data from the specified table, select **Data visualization** and choose a **New data visualization** or a **Saved data visualization**.

        You can add the following elements to the home page in Workspace Builder.

<table id="table_zxl_qls_s5b"><thead><tr><th>

Element

</th><th>

Description

</th><th>

More information

</th></tr></thead><tbody><tr><td>

Data visualization

</td><td>

Graphic, visual representation of current instance data. You can create a new data visualization or repurpose an existing data visualization by choosing it in the Select visualization from library modal and selecting **Add to dashboard**.In addition to data visualizations, you can select the **Library** element to add an already-saved data visualization to the home page.

</td><td>

-   [Data visualizations in Platform Analytics](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/now-intelligence/analytics-center-data-visualizations.md)
-   [Create a single score data visualization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/now-intelligence/create-dv-sing-sc-ac.md)
-   [Developer site data visualization component listing](https://developer.servicenow.com/dev.do#!/reference/next-experience/yokohama/now-components/sn-par-visualization-base/overview)


</td></tr><tr><td>

Filter

</td><td>

Refine the visualizations on a dashboard based on specified criteria. The filters can apply to both tables and indicators.

</td><td>

-   [Filters in Platform Analytics](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/now-intelligence/interactive-filters-workspace.md)
-   [Developer site filter component listing](https://developer.servicenow.com/dev.do#!/reference/next-experience/yokohama/now-components/sn-component-filter/overview)


</td></tr><tr><td>

Heading

</td><td>

Title or text for the top of the home page or section.

</td><td>

[Developer site heading component listing](https://developer.servicenow.com/dev.do#!/reference/next-experience/yokohama/now-components/now-heading/overview)

</td></tr><tr><td>

Image

</td><td>

Static or animated images or pictures for the workspace.

</td><td>

[Developer site image component listing](https://developer.servicenow.com/dev.do#!/reference/next-experience/yokohama/now-components/now-image/overview)

</td></tr><tr><td>

List - Simple

</td><td>

Table data that you can customize for the dashboard audience.

</td><td>

-   [Simple List widget](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/simple-list-widget.md) or [List - Simple Usage - Developer site](https://developer.servicenow.com/dev.do#!/reference/next-experience/yokohama/now-components/now-record-list-connected-snapshot/usage)
-   [Developer site List - simple component listing](https://developer.servicenow.com/dev.do#!/reference/next-experience/yokohama/now-components/now-record-list-connected-snapshot/overview)


</td></tr></tbody>
</table>        The [Workspace Builder components for home pages](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/workspace-builder/workspace-builder-components-ref.md) has details on home page elements. For more information, see [Exploring Platform Analytics dashboards](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/now-intelligence/ac-elements.md).

        If you want to include additional elements that aren't available in the **Add new element** menu, you must edit the workspace in UI Builder. For a complete list of elements you can add in UI Builder, see the components documentation on the [ServiceNow](https://developer.servicenow.com/dev.do#!/reference/next-experience/components?availability[]=Draft&availability[]=In+Progress&availability[]=Available&categories[]=Dev-Design+System&releases[]=utah&query=&order_by=nameAsc&limit=120&offset=0&categories[]=uib_component&categories[]=uib_macroponent-component&categories[]=uib_facades).

        The element appears on the dashboard, where you can make edits.

    4.  Drag the element to move or resize it.

    5.  In the canvas header, select **Save**.

3.  If needed, complete any additional changes to an element.

<table id="choicetable_r4f_dmd_wxb"><tbody><tr><td id="d369665e442">

**Edit an element**

</td><td>

1.  Select the element that you want to edit, such as a data visualization.

A header appears with the name of the element type.

\[Omitted image "wb-data-viz-purple-new.png"\] Alt text: Data visualization element to be edited

2.  Select the settings icon \(\[Omitted image "workspace-element-settings-icon-purple.png"\] Alt text: Workspace element settings icon\) in the element header to open the configuration panel within the canvas.

**Note:** You can also select the context menu icon \(\[Omitted image "context-menu-icon-purple.png"\] Alt text: Context menu icon to display options\) and select **Configure** to edit the element.

3.  Edit the configuration of the element in the configuration panel as needed.

For example, if you're editing a data visualization, you must specify the source table. For more information on editing components, see [Add and configure components](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/ui-builder/add-components.md).

4.  In the canvas header, select **Save**.


</td></tr><tr><td id="d369665e506">

**Copy an element to reuse on the home page**

</td><td>

Select the context menu icon \(\[Omitted image "context-menu-icon-purple.png"\] Alt text: Context menu icon to display options\) and select **Duplicate** to copy the element. You can then make additional changes to the copied element.

</td></tr><tr><td id="d369665e524">

**Add an element to the library for reuse**

</td><td>

Select the context menu icon \(\[Omitted image "context-menu-icon-purple.png"\] Alt text: Context menu icon to display options\) and select **Add to library** to include the element in your library to reuse on other dashboards.

</td></tr><tr><td id="d369665e542">

**Delete an element from the workspace dashboard**

</td><td>

1.  Select the element that you want to delete.

A header appears with the name of the element type.

2.  In the header, select the context menu icon \(\[Omitted image "context-menu-icon-purple.png"\] Alt text: Context menu icon to display options\) and select **Delete**.

\[Omitted image "workspace-delete-element-purple.png"\] Alt text: Delete workspace element

**Note:** There's no confirmation message. The element disappears from the dashboard.

</td></tr></tbody>
</table>4.  If needed, complete any additional configuration changes to the dashboard.

<table id="choicetable_uqm_zfr_dvb"><tbody><tr><td id="d369665e590">

**Configure the dashboard layout**

</td><td>

Select and drag an entire element to move it around the dashboard layout.Resize an element by selecting and dragging the handlebars \(\[Omitted image "wb-element-handlebars-purple.png"\] Alt text: Element handlebars to drag and resize\) in the lower corners of the element.

</td></tr><tr><td id="d369665e608">

**Duplicate the dashboard**

</td><td>

To make a copy of the dashboard:-   Select the more options icon for the dashboard \(\[Omitted image "wb-more-options-icon.png"\] Alt text: More options icon\).
-   Select **Duplicate**.
-   Enter the **New name** and **Description** for the copied dashboard on the modal.
-   Select **Duplicate**.
Access the duplicated dashboard by exiting out of editing mode and selecting the new dashboard from the dashboard name drop-down menu.\[Omitted image "wb-switch-dashboards.png"\] Alt text: Select the duplicated dashboard

</td></tr><tr><td id="d369665e656">

**Add tabs to the workspace and edit them as needed**

</td><td>

1.  Add a tab to the home page by selecting **Add a tab**.

When you add your first tab to a home page dashboard, a new part of the layout appears below the title. Elements you add to the tab are visible no matter which tab the user is on.

A tab labeled **untitled** is added next to any existing tabs.

2.  Rename a tab by selecting the tab name, selecting the edit icon \(\[Omitted image "wb-edit-icon.png"\] Alt text: Icon to edit the workspace tab name\), typing the new name, and pressing **Enter**.
3.  Reorder a tab by selecting the tab and dragging it to the new position.
4.  Delete a tab by selecting its delete icon \(\[Omitted image "trash-icon.png"\] Alt text: Icon to delete a workspace tab\) then selecting **Delete**.

**Note:** No confirmation message appears. The tab disappears from the dashboard.

</td></tr><tr><td id="d369665e712">

**Preview a workspace and make in-line edits**

</td><td>

Make basic edits to a workspace when previewing it using the In-line editor.1.  In the Workspace Builder header, select **Preview**.
2.  In the preview that appears in a new browser tab, select **Edit**.
3.  Adjust the home page elements and widgets by resizing, reorganizing, or reconfiguring them.

For more information, see [Edit Platform Analytics dashboards](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/now-intelligence/edit-db-in-ac.md).

4.  Select **Add new element** to add items to your workspace home page.
5.  Select **Exit Editing Mode** to stop editing in the In-line editor.


</td></tr><tr><td id="d369665e764">

**Open a printer-friendly version of the dashboard**

</td><td>

Select the more options icon for the dashboard \(\[Omitted image "wb-more-options-icon.png"\] Alt text: More options icon\) and select **Printer friendly** to display the workspace home page in a format suitable for printing.

</td></tr><tr><td id="d369665e783">

**Add a bookmark to Analytics Overview**

</td><td>

Select the more options icon for the dashboard \(\[Omitted image "wb-more-options-icon.png"\] Alt text: More options icon\) and select **Add to bookmarks** to include a bookmark for the workspace in the Analytics Overview Bookmarks section.

</td></tr><tr><td id="d369665e806">

**Make additional or more advanced configurations to the home page**

</td><td>

In the configuration panel, select **Open in UI Builder**.

</td></tr><tr><td id="d369665e818">

**Delete the dashboard**

</td><td>

Select the more options icon for the dashboard \(\[Omitted image "wb-more-options-icon.png"\] Alt text: More options icon\) and select **Delete**. You must select **Delete** again to conform.**Note:** Workspaces should have at least one dashboard home page.

</td></tr></tbody>
</table>5.  Share the dashboard.

    1.  Select the more options icon for the dashboard \(\[Omitted image "wb-more-options-icon.png"\] Alt text: More options icon\) and select **Share**.

    2.  On the modal, fill in the fields.

<table id="table_dgn_vhr_wxb"><thead><tr><th>

Option

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Grant access to

</td><td>

Users and groups that can access the dashboard.

</td></tr><tr><td>

Allow recipients to add, edit, or delete sharing permissions associated with this dashboard

</td><td>

Option that enables the users and groups you share the dashboard with to add, edit, and delete the sharing rights for any user, group, or role.

</td></tr><tr><td>

Add as viewer / Add as editor

</td><td>

Option to specify read-only or write access for the dashboard.

</td></tr><tr><td>

Manage access

</td><td>

Roles that can access the dashboard. Search for and select a role in the search box. For each role with access, select the access level:-   **Can edit**
-   **Can view**
-   **Can share**


</td></tr><tr><td>

Copy link with filter

</td><td>

Button that copies the dashboard URL for the specified users and roles with the currently applied filters.

</td></tr><tr><td>

Copy link

</td><td>

Button that copies the dashboard URL for the specified users and roles without any filters.

</td></tr></tbody>
</table>    3.  Select **Confirm**.

6.  In the Workspace Builder header, select **Save**.