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X_TRADER® Documentation

Creating a Workspace

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A workspace is just a snapshot of your X_TRADER desktop. The procedure below walks you through steps used to customize your workspace. However, what is in your workspace is completely up to you.

To create a personalized workspace:

  1. Set your default visible column preferences using Properties dialog box tabs.

    Tip: If you plan to set up multiple workspaces with the same default columns, save time by setting your default columns and saving them in a workspace (Skip to step 5). Then, continue with step 2 and create your second workspace with your default columns set.

  2. Open the products and windows you want open on your desktop.
  3. Adjust the window sizes, filters, fonts, grids, sounds and colors to your liking.
  4. Adjust the placement of the windows on your screen.

    Note: Your saved workspace remembers the windows you minimize.

  5. From the Control Panel, click the File menu and choose Save As.

    - or -

    From the Control Panel, click the icon.

  6. Type a name for the workspace and click OK.

    Note: Your workspace name must adhere to your Operating System's naming conventions.