Workspace Assistant

What it helps with

The Workspace Assistant helps you improve workspaces and dashboards in Skills Workflow.

It is useful for tasks such as:

• adding or updating panels
• changing filters or widgets
• adjusting layout and panel size
• updating charts or grids
• making small, safe changes to workspace setup

When to use it

Use this assistant when the request is about how a workspace or dashboard looks or behaves.

Good examples include:

• adding a new panel to a workspace
• changing a widget setting
• adjusting the layout of a dashboard
• updating a chart or filter
• refining one part of a workspace without changing everything

Example requests

• Add a kanban panel to this workspace
• Change this grid to show a filter row
• Update the chart configuration
• Move this panel and resize it
• Add a filter to this dashboard

What to have ready

• the workspace or dashboard name
• the panel or widget you want to change
• a short description of the result you want
• a screenshot, if it helps explain the layout
• any filter, chart, or panel details you already know

When not to use it

• If you want to create or move documents, use the Document Assistant.
• If you want to change workflow stages or transitions, use the Workflow Assistant.
• If you only want help with text, use the Writing Assistant.

What to expect

The assistant works best with focused changes. If your request is broad, it may suggest starting with one panel, widget, or layout area at a time.