> ## Documentation Index
> Fetch the complete documentation index at: https://sleekplan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a widget action screen

> The action screen turns your widget's home into a custom launcher of tiles: create a post, open the roadmap, jump to a help page, start a chat, and more. This guide shows how to switch it on and build each action item.

The **action screen** replaces the widget's home with a grid of tiles you design. Instead of dropping visitors straight onto the feedback board, you greet them with clear next steps: "Suggest a feature", "Report a bug", "See what's new", "Talk to support". Each tile is an **action item** you configure, so the first thing people see is a menu built around what you want them to do.

<img src="https://mintcdn.com/sleekplangmbh/cfm7cBMEWJ41mBrW/images/portal-action-screen-widget.png?fit=max&auto=format&n=cfm7cBMEWJ41mBrW&q=85&s=d78fb11bf52ef9b18c2f16fa04ab3960" alt="The widget action screen for the Demo workspace, with a greeting and tiles for New Suggestion, Report a Bug, Vote on Ideas, News & Updates, Help, and Support" width="1200" height="953" data-path="images/portal-action-screen-widget.png" />

<Info>
  The action screen lives under **Public Portal & Widget** in your workspace settings, and only workspace **owners** and **admins** can change it. If you have not added the widget to your site yet, [install the widget](/help/getting-started/install-widget) first. The action screen shows in the embeddable widget; your public portal website uses the fallback board instead (see below).
</Info>

## Turn on the action screen

<Steps>
  <Step title="Open the Home screen settings">
    Navigate to [**Settings → Public Portal & Widget → Widget**](https://app.sleekplan.com/settings/widget) and expand the **Home screen** section.
  </Step>

  <Step title="Set the default screen to Action screen">
    In the **Default screen** dropdown, choose **Action screen**. A save bar appears at the bottom of the page: click **Save changes** to apply it.

    <img src="https://mintcdn.com/sleekplangmbh/cfm7cBMEWJ41mBrW/images/portal-action-screen-settings.png?fit=max&auto=format&n=cfm7cBMEWJ41mBrW&q=85&s=fa42d79e46801e69edb6f52e6fa38d45" alt="The Home screen settings with Default screen set to Action screen, the Action-screen fallback, and the Action items list with the New action item button highlighted" width="1440" height="900" data-path="images/portal-action-screen-settings.png" />
  </Step>

  <Step title="Set a fallback board">
    Choose an **Action-screen fallback** (Feedback board, Changelog, or Roadmap). This is what shows when the action screen has nothing to display, and it is also what your [public portal](/help/portal-widget/widget-home-screen#the-same-setting-for-your-public-portal) lands on, since the portal website has no action screen.
  </Step>
</Steps>

For more on the default-screen choice and the other options, see [Choose the widget's home screen](/help/portal-widget/widget-home-screen).

## Add an action item

Each tile on the action screen is one action item. In the **Action items** list, click **New action item** to open the editor. Action items are **saved immediately**, one at a time, so you do not need the page's save bar for them.

<img src="https://mintcdn.com/sleekplangmbh/cfm7cBMEWJ41mBrW/images/portal-action-screen-dialog.png?fit=max&auto=format&n=cfm7cBMEWJ41mBrW&q=85&s=cd682dc8b16e7a3745d75b96e06321cf" alt="The New action item dialog, with fields for Title, Description, Behavior, Appearance, and Audience" width="1440" height="900" data-path="images/portal-action-screen-dialog.png" />

Fill in the fields:

<Steps>
  <Step title="Name the tile">
    Give it a **Title** (required, for example "Talk to us") and an optional **Description**, the short supporting line shown beneath the title.
  </Step>

  <Step title="Choose what happens when it's clicked">
    Under **Behavior**, open the **When clicked** dropdown and pick an action type (see the full list below). Depending on the type, a second field appears to point the action at the right place.

    <img src="https://mintcdn.com/sleekplangmbh/cfm7cBMEWJ41mBrW/images/portal-action-screen-types.png?fit=max&auto=format&n=cfm7cBMEWJ41mBrW&q=85&s=74abb80aa0c8cf5d4bf81a26354bbdf5" alt="The When clicked dropdown open, showing Open posts, Open changelog, Open roadmap, Create post, Custom link, Custom script, and Load iFrame" width="1440" height="900" data-path="images/portal-action-screen-types.png" />
  </Step>

  <Step title="Style the tile">
    Under **Appearance**, pick an **Icon**, a **Color**, and a **Size** (**Large** for a full-width row, **Small** to sit two-per-row in a grid).
  </Step>

  <Step title="Choose who sees it">
    If your workspace uses segments, set the **Audience** to **Everyone** or a specific segment so the tile only shows to the people you target.
  </Step>

  <Step title="Save the item">
    Click **Add item**. The tile appears in the list and on the widget's action screen right away.
  </Step>
</Steps>

## Action types

The **When clicked** dropdown decides what a tile does:

| Action type        | What it does                                                                                                                                                                                                                                                   |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Open posts**     | Opens the feedback board. You can pick which **posts to show** (all, all except closed, or a single status). Use this for a "Vote on ideas" tile.                                                                                                              |
| **Open changelog** | Opens the changelog timeline. Use this for a "What's new" tile.                                                                                                                                                                                                |
| **Open roadmap**   | Opens the [roadmap](/help/roadmap).                                                                                                                                                                                                                            |
| **Create post**    | Opens the [new-post form](/help/feedback/create-post). Set a **Category** to pre-select a [feedback category](/help/feedback/categories), or leave it on **User selection** to let the visitor choose. Ideal for "Suggest a feature" and "Report a bug" tiles. |
| **Custom link**    | Opens a URL you enter in a new tab. Point it at your docs, a demo booking page, or anywhere else.                                                                                                                                                              |
| **Custom script**  | Runs a snippet of JavaScript on your page, for example `window.Intercom('show')` to open a chat widget.                                                                                                                                                        |
| **Load iFrame**    | Embeds a page you enter directly inside the widget.                                                                                                                                                                                                            |

## Show a live preview inside the tile

For **Open posts** and **Open changelog** tiles, turn on **Extended preview** in the editor to show a few real results inside the tile itself. That is how the Demo workspace's "Vote on Ideas" tile lists its top posts and "News & Updates" shows recent changelog entries, straight on the action screen.

## Reorder, edit, and remove items

In the **Action items** list, drag an item by its handle to reorder the tiles, use the pencil icon to **edit** it, or the trash icon to **delete** it. Every change saves immediately.

## Next steps

<CardGroup cols={2}>
  <Card title="Choose the widget's home screen" icon="house" href="/help/portal-widget/widget-home-screen">
    Prefer a plain board? Point the home screen at feedback, roadmap, or changelog instead.
  </Card>

  <Card title="Create and manage feedback" icon="comment" href="/help/feedback/create-post">
    See how the posts behind your "Create post" and "Open posts" tiles work.
  </Card>
</CardGroup>
