Out-of-the-box portal features for creating and managing cases
Out-of-the-box features in portals help users plan work efficiently and complete common management tasks.
Pega Platform provides a variety of ready-to-use custom pages that cover common work scenarios. For example, you can set up a Teams page to help users quickly find all the teams with which they work, or an Explore Data page that features reporting tools for data and case types.Out-of-the-box portal features in the Theme Theme UI-Kit applications
| Feature | Description |
| New | Enables users to start a new case, which is an instance of one of
the case types defined in your application and added to the
New navigation menu item. For more information, see Creating cases, Views for cases, and Creating the main menu for a portal. |
| Dashboard (available only in the Case Manager portal) | Provides quick insight into key work metrics. You can customize the dashboard by changing its layout and adding widgets, such as charts or shortcuts to reports and frequently used resources. You can add widgets, such as Pulse, to your dashboard. For more information, see Dashboard widgets. You can also share your dashboard with your team. For more information, see Sharing a dashboard with your team. Dashboards are customizable by end users. For more information, see Personalizing a dashboard, Configuring your dashboard, and Dashboards.  |
| My Work | Provides quick access to the cases and assignments of users. |
| Pulse | Displays users' message feed from the Pulse
gadget.  For more information, see Configuring Pulse for case types and Collaborating with users by using Pulse. |
| Spaces | Lists and helps users manage collaboration spaces. For more information, see Collaborating with users by using spaces |
| Documents | Lists application documents that users create or follow. For more information, see Collaborating on shared content by using documents. |
| My Teams | Displays the users in your team (a workgroup in Dev Studio ) and the number of their open
assignments. For more information, see Creating a team and Configuring teams. |
| Reports (available only in the Case Manager portal) | Provides quick access to reports in the application. For more information, see Report Browser and Editing a report. |
| Tags | Lists tags added by application users. For more information, see Tagging a case and Find cases faster with improved case tags |
| Following (available only in the Case Manager portal) | Displays a responsive list of work items that you currently
follow. For more information, see Following a case. |
| My Cases (available only in the Case Worker portal) | Displays all the open cases to which you are a party. |
For more information, see Generating the navigation menu for a portal, Organizing the contents of a portal, Creating the main menu for a portal, Building portals, Portals and pages, and Editing a page of an application.
Out-of-the-box portal features in the Theme Cosmos applications
| Feature | Description |
| Create | Enables users to start a new case, which is an instance of one of
the case types that is defined in your application and added to the
Create menu. For more information, see Creating cases. |
| Home | Provides users with a quick overview of the application. You can
populate the home page with out-of-the-box widgets, such as
Pulse, App
announcements, and To do list,
as well as fields and views that best meet the needs of your
business. For more information, see Home. |
| Explore Data | Contains reporting tools for data and case types. For more information, see Explore Data and Visualizing data with insights. |
| Search | Helps you control what data is available for the Search and
Reporting Service (SRS). For more information, see Search and Reporting Service overview. |
| Dashboard | Provides quick insight into key work metrics. You can customize
the dashboard by changing its layout and adding widgets, such as
charts or shortcuts to reports and frequently used resources. You
can add widgets, such as Pulse, to your
dashboard. For more information, see Dashboard widgets. You can
also share your dashboard with your team. For more information, see
Sharing a dashboard with your team. Dashboards are customizable by end users. For more information, see Personalizing a dashboard, Configuring your dashboard, and Dashboards. |
| Spaces | Lists and helps users manage collaboration spaces. For more information, see Collaborating with users by using spaces |
| Reports | Provides quick access to reports in the application. For more information, see Report Browser and Editing a report. |
| Documents | Lists application documents that users create or follow. For more information, see Collaborating on shared content by using documents. |
| My Work | Provides quick access to cases and assignments of the user. |
| Pulse | Displays users' message feed from the Pulse
gadget. For more information, see Configuring Pulse for case types and Collaborating with users by using Pulse. |
| Tags | Lists tags that application users add to cases. For more information, see Tagging a case and Creating suggested tags for cases. |
| Teams | Displays the users in your team (a workgroup in Dev Studio) and the number of their open
assignments. For more information, see Creating a team and Configuring teams. |
For more information, see Building portals, Organizing the contents of a portal, Organizing the main menu for a portal, Creating custom menus, Views for cases, and Editing a custom page in a portal.
Out-of-the-box portal features in the Cosmos React UI applications
| Features | Description |
| Create | Starts a new case, which is an instance of one of the case types
that are defined in your application. For more information, see Creating cases. |
| Home | Provides users with a quick overview of your application. You can
populate the home page with out-of-the-box widgets, such as
Pulse, App
announcements, and To do list,
as well as fields and views that best meet the needs of your
business. For more information, see Home. |
| My Work | Provides quick access to cases and assignments of users. |
| Explore Data | Contains reporting tools for case types. For more information, see Explore Data and Visualizing data with insights. |
| Search | Helps you control what data is available for the Search and
Reporting Service (SRS). For more information, see Search landing page overview. |
For more information, see Configuring portals, Organizing the contents of a portal, and Organizing the main menu for a portal.
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