# Workbook Overview

**Category:** Getting Started
**Audience:** All Store Employees
**Last Updated:** 2026-02-11

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## What Is the Workbook?

The Workbook is the main daily-use screen in BuyerKiosk. It combines your buy queue, task management, notes, team schedule, backstock summary, and whiteboard into a single dashboard. Think of it as your store's digital command center -- everything you need to run the day is in one place, without switching between pages.

## How to Access the Workbook

Navigate to the workspace using your store's URL:

```
https://app.buyerkiosk.com/{your-store-code}/workbook/
```

For example, if your store code is `ou00`, you would go to:

```
https://app.buyerkiosk.com/ou00/workbook/
```

You can also reach it from the Queue page by clicking **Workbook** in the left sidebar.

## Sidebar Navigation

The left sidebar is your main navigation tool. It has two sections:

### Quick Actions (Top Section)

These are one-tap buttons for the most common tasks:

| Button | What It Does |
|--------|-------------|
| **Add Buy** | Opens the form to add a new customer buy to the queue |
| **Clock In** | Opens the clock-in modal for time tracking |
| **Schedule** | Opens the full schedule view |
| **Redeem Coupon** | Opens the Comeback Cash coupon redemption (if your store uses Comeback Cash) |

### Operations (Bottom Section)

These links switch between the main views of the workspace:

| Link | View | Description |
|------|------|-------------|
| **Queue** | Active buy queue | Your live queue of customers waiting to be processed |
| **Workbook** | Daily dashboard | Tasks, notes, schedule, backstock, and whiteboard panels |
| **Completed Buys** | Finished transactions | Today's processed buys with checkout status |
| **Buy Log** | Transaction history | Detailed daily log with timing stats and print support |
| **Help Center** | Support articles | Searchable knowledge base (you are here!) |

You can collapse the sidebar by clicking the **Collapse** button at the bottom to give yourself more screen space.

## How the Single-Page Layout Works

The workspace uses a single-page application (SPA) design. This means that when you click between Queue, Workbook, Completed Buys, and Buy Log, the page does not fully reload. Instead, it smoothly switches between views. This keeps things fast and means you will not lose your place.

Key behaviors:

- **URL updates automatically** -- if you bookmark or share the URL, it will open to the correct view
- **Browser back/forward buttons work** -- you can navigate between views using your browser's navigation
- **Direct links work** -- you can go directly to `/{store-code}/completed/` or `/{store-code}/printLog/` and it will load the right view
- **Real-time connection stays active** -- the live connection to the server persists as you switch between views, so queue updates keep flowing

## Workbook Panel Layout

The Workbook view is organized into a configurable grid of panels:

### Row 1: Tasks + Notes
- **Today's Tasks** (left) -- Your daily task checklist with progress tracking
- **Notes** (right) -- Team notes and communications for the day

### Row 2: Schedule + Backstock
- **Schedule** (left) -- Who is working today, with shift times and a refresh button
- **Backstock** (right) -- Quick summary of backstock bins with a search field

### Row 3: Whiteboard
- **Whiteboard** (full width) -- A shared drawing/annotation board for the team

### Panel Controls

Every panel has controls in its header:

| Control | Icon | What It Does |
|---------|------|-------------|
| **Toggle Width** | Columns icon | Expands the panel to full width or returns it to half width |
| **Collapse/Expand** | Chevron icon | Hides or shows the panel body to save space |
| **Drag** | Drag the header bar | Rearrange panels by dragging their headers |
| **Resize** | Bottom edge handle | Drag the bottom edge of a panel to make it taller or shorter |

Click **Reset Layout** in the top toolbar to return all panels to their default positions and sizes.

## Workbook Header Controls

At the top of the Workbook view you will find:

- **Date Navigation** -- Use the left/right arrows to browse previous or future workbook days, or click **Today** to jump back to the current date
- **Reset Layout** -- Restores all panels to their default arrangement
- **Connection Status** -- A small colored dot indicating your real-time sync status (green = connected, red = disconnected)

## Tips for Daily Use

1. **Start your day on the Workbook** -- Check your tasks, read the notes, and review who is scheduled
2. **Switch to Queue when customers arrive** -- The queue view gives you all the tools for processing buys
3. **Use the Buy Log at end of day** -- Review timing stats and print the daily summary for your records
4. **Keep the sidebar collapsed on tablets** -- This gives you more screen real estate for the active view

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*Need help with a specific panel? Check out the individual articles for Tasks, Notes, Schedule, KPI Bar, Chat, Completed Buys, Buy Log, and Floor Plan.*