> ## Documentation Index > Fetch the complete documentation index at: https://support.caleido.io/llms.txt > Use this file to discover all available pages before exploring further. # Create a workbook > Create a workbook, add tabs with reports, charts and full pages, copy content from curated workbooks, and keep alternatives with Duplicate and Save as version. A workbook is your own collection of tabs. Each tab can hold report tables, charts, KPI cards and titles, or a full page such as the general ledger. You can build a workbook from scratch, or start from a curated workbook that your organization or Caleido has prepared. ## Create a workbook **1. Start a new workbook** In the sidebar, click **New** and select **Workbook**. You can also click **New workbook** (the **+** icon) in the **Workbooks** header **2. Name it** In **Create workbook**, type a **Workbook name** **3. Choose who can see it** Select **Private** to keep the workbook to yourself, or **Shared** to make it available to everyone in your organization. See [Share a workbook](https://support.caleido.io/guides/workbooks/share-a-workbook.md) **4. Save** Click **Save**. The new, empty workbook opens ## Add tabs A new workbook says **This workbook has no tabs yet**. Click **Create tab**, or click **+** (**Add tab**) at the left end of the tab bar. The tab picker lists your report templates and pages: * **Shared**, **Favorites** and **Library** list report templates. Each template you pick becomes its own tab with that report as a table * **Views** lists full pages you can add as a tab: **General ledger**, **Contracts**, **Library**, **Receivables & payables** and **Inputs** **1. Open the tab picker** Click **+** (**Add tab**) in the tab bar **2. Pick one or more items** Select the check box of each template or page you want. You can search across the lists **3. Apply** Click **Apply**. One tab is added per selected item, and the last one opens The picker footer has two more options: * **+ New tab** asks for a **Name** and adds an empty tab in edit mode, ready for elements * **+ New chart tab** adds a tab with one full-width chart and opens the chart editor. See [Build a chart](https://support.caleido.io/guides/reporting/build-a-chart.md) You can also add tabs from the sidebar: click **New** and select **Tab** or **Chart tab** under **In current workbook**. ## Add elements to a tab **1. Enter edit mode** Open the tab and click **Edit workbook** in the top bar **2. Add elements** The **Items** panel opens on the left. Drag a **Table**, **Chart**, **KPI card**, **Title** or **Subtitle** onto the tab. You can also focus an item and press Enter to add it at the top of the tab **3. Save** Arrange and resize the elements, then click **Save**. **Cancel** discards everything you changed since you clicked **Edit workbook** Each element type is explained in [Add elements to a tab](https://support.caleido.io/guides/reporting/add-elements-to-a-tab.md). ## Work with tabs Click the arrow on a tab, or right-click the tab, to open its menu: * **Assign to workbook** copies the tab into another workbook * **Open in new tab** opens the tab in a new browser tab * **Change color** gives the tab a color * **Move left** and **Move right** change the order. You can also drag tabs * **Remove** deletes the tab * **Rename** changes the tab name Changes to tab names, colors, order and removal are saved straight away. To find a tab in a long tab bar, click the menu icon at the left end of the tab bar and search the list. ## Copy content from a curated workbook Curated workbooks are ready-made workbooks marked **Curated**. Everyone in your organization sees the same curated workbook until they change it. * **Edit it as your own:** when you change a curated workbook, Caleido saves your changes as your personal copy. Others keep seeing the original * **Go back to the original:** click the menu icon at the left end of the tab bar and select **Restore defaults**, then click **Confirm**. This discards your changes * **Copy a tab:** open the tab menu and select **Assign to workbook**. In **Add tab to a workbook**, select **Existing** and pick a workbook, or select **New** and type a name for a new workbook. Click **Confirm** * **Copy one element:** select the element, open **Actions** in the top bar and select **Assign to workbook**. In **Assign element to a workbook**, pick the target **Workbook** and **Tab** (existing or new), then click **Apply** You can only copy into your own workbooks and shared workbooks, not into curated ones. > [!NOTE] > > When a curated workbook you have changed gets updated, Caleido asks what to do. **Update** discards your changes and shows the latest version. **Create a copy** keeps your changes as a separate private workbook. **Not now** asks again in your next session. ## Duplicate a workbook Duplicate makes an independent copy that you can change freely. **1. Open the workbook actions** Right-click the workbook in the sidebar. Or, with the workbook open, click the **⋮** (**Workbook actions**) button next to its name in the top bar **2. Duplicate** Select **Duplicate**. The copy opens. It is private and named after the original with "(copy)" at the end Save any unsaved changes first: **Duplicate** is unavailable while the workbook has unsaved edits. ## Save versions of a workbook Versions let you keep alternatives of the same workbook, for example a board version and a management version, under one name in the sidebar. You can save versions of your own and shared workbooks. **1. Save as version** Open the workbook actions (right-click the workbook in the sidebar, or click **⋮** in the top bar) and select **Save as version** **2. Name the version** Type a **Version name** and click **Confirm**. The new version opens **3. Switch between versions** Click the version selector next to the workbook name in the top bar and pick a version. The original is called **main** To rename or delete a version, open the version selector and click the edit or trash icon next to it. The main version can't be renamed or deleted. Deleting a version removes its tabs but does not affect other versions. Caleido remembers which version you last opened and opens it next time. ## Rename or delete a workbook Open the workbook actions and select **Rename** or **Delete workbook**. Deleting a workbook removes all its tabs permanently. ## Related pages > [card] [Share a workbook](https://support.caleido.io/guides/workbooks/share-a-workbook.md) > > Make a workbook available to your organization. > [card] [Navigate Caleido](https://support.caleido.io/get-started/navigate-caleido.md) > > Find your way around the sidebar and top bar. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.