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Customizing the dashboard

Updated on April 27, 2021

The Dashboard displays key charts and other actionable information about content that is used to manage the Knowledge portal. A dashboard can include charts, reports, worklists, and other widgets.

Configure your dashboard to personalize the workspace in your application. Dashboards are supported by a standard template, selected widgets, and optional configuration details that you provide. You can customize the layout of your dashboard and the configuration of each widget.
  1. Click the Edit dashboard icon.
  2. In the Edit dashboard panel, click Switch template to change the template format. Each template includes a preview of the number, size, and relative position of slots that it contains.
  3. Click Add widget(s) and select the widget such as Content by stage, Content views and ratings, and Recently published content, that should appear on the dashboard.
  4. The Pega Knowledge widgets are under the Knowledge portal category. This category identifies the widgets related to Pega Knowledge capability.
  5. Click Add selected.
  6. Click Publish to publish your personalized dashboard.

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