Adding a new perspective

From the Work areas screen, you can add new perspectives.

To add a new perspective to an empty work area, select the empty work area row.

If the work area already has one or more perspectives, and you are in one of those perspectives, select the plus button to the right of the existing perspective tabs.

Once you have arrived at perspective creation screen, you will be able to create a perspective using either the Tasks or Browse buttons.

You can also create a Collection perspective using the "Add to collection" toolbar action from within most other perspectives and from search results.

For information on how to customize a new perspective, refer to Customizing perspectives.

Additional task perspective setup

When selecting "Tasks" during perspective creation, a window will appear prompting you to specify which workflow and workflow state to build your perspective around, whether to only show tasks assigned to you or all users, and to provide a name for the perspective. Anything specified here will automatically apply relevant filters to the perspective upon creation. However, selecting "Not now" will close the window and create the perspective without applying any filters.

For more information on filters, refer to Filtering.

Additional browse perspective setup

When selecting "Browse" during perspective creation, a window will appear prompting you to specify a name for the perspective. Additionally, you must select an object hierarchy from the dropdown and specify a default top node for navigation.