Screens

The Screens screen lets you create custom pages within the workspace. Each screen has a type that defines the displayed content and can be added to the sidebar menu through the Menus configuration.

To access it, navigate to Settings > Interface > Screens.

Available screen types

When creating a screen, you select the type that defines its content and behavior:

• Files — area for uploading and viewing files.
• Queries — displays filtered items from one or more categories.
• Queries (Member Group) — displays filtered items based on the user's groups.
• Embedded Content — embeds external content (such as a web page) within the workspace.
• Custom — a free-form screen that redirects to a user-defined URL.
• My Items — displays items assigned to the logged-in user.
• My Requests — displays requests made by the logged-in user.
• Dashboards — displays indicator panels and consolidated data.
• Requests — displays requests from one or more categories.
• Tasks — displays tasks linked to the workspace.
• General Tasks — displays all workspace tasks in a consolidated view.
• Custom Screens — lets you build a screen with a free layout.
• Triage — displays items for triage and classification.

For screens that display category data (such as Queries, Requests, and My Items), the system prompts you to select one or more categories during configuration.

How to create a screen

1. On the Screens screen, click Create +.
2. Fill in the fields:
   • Name (required) — the screen's title.
   • Description — optional text about the screen's purpose.
   • Type (required) — select the content type.
3. For Custom type screens, define the Path (URL the screen will redirect to).
4. Click Save.

The screen will be created and available to be added to the sidebar menu via Menus.

Screens that are not added to the menu will not appear to workspace members — they remain accessible only on the configuration screen.