Desk Page

When you log in, you're presented with the Desk. It features a persistent sidebar sorted into categories. Each sidebar item links to a page called Desk Page.

A Desk Page represents a module (for example CRM in ERPNext). A Desk Page includes the following:

  • A dashboard section for that particular module.
  • A shortcut section for frequently used masters, transactions or pages.
  • A masters section where all the reports and masters are grouped and listed.

Standard Desk Page

Standard Desk Page

Every module in ERPNext has its own Standard Desk Page which is generated with appropriate shortcuts and links.

Desk Page List

Any customization to be made to the Standard Desk Page can be done with Customize Desk Page option in the top right corner of the Desk Page.

Note: These customizations will be user-specific and will only be visible to that user.

Customize Desk Page

Custom Desk Page

You can also create your own Desk Pages by simply creating a new Desk Page document.

New Desk Page

  1. Go to the Desk Page list and click on New.

  2. Name: The text you enter here will be shown in the sidebar.

  3. Module: Select the module which the Desk Page will represent.

  4. Is Standard: If checked, this Desk Page will be shown in the sidebar. Otherwise it will be treated as a customized version of a Standard Desk Page.

  5. Extends Another Page: If checked, this Desk Page will be treated as a customized version of another Desk Page.

  6. Is Default: If checked, this Desk Page will be the default Desk Page displayed to all users for a particular module.

  7. Dashboard: Add a Dashboard to display it on the top of the Desk Page.

  8. Shortcuts: Add Shortcuts to a specific page, reports or list which will be displayed below the dashboard.

  9. Link Cards: You can add cards that will display a list that links to a specific page, report, or list. You must add these in a specific JSON format as displayed in the image below.

Desk Page Card