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Organizing the contents of a portal

Suggest edit Updated on November 15, 2021

Help users increase productivity by populating your portal with tools that have the most relevance to user roles.

The portal in your application can include a mix of ready-to-use and custom components. For example, a portal for an HR Manager persona can include an out-of-the-box Dashboard page. You can then expand the portal further by adding a ready-made case status widget that provides quick insight into the number of pending applications. At the same time, you can set up a custom landing page that lists all the employees on the manager's team who are on leave in a given week, to help your other users plan their work with the resources they have at hand.
  • Pages

    Pages help you present additional information to users. By placing pages within an application menu, you can provide users with resources that are relevant to their roles.

  • Organizing the main menu for a portal

    Build a navigation menu that effectively organizes the content of your portal by adding pages to the menu and determining the available case types.

  • Adding a widget to your dashboard

    Increase the productivity of your team by personalizing the dashboard with widgets that display relevant information. For example, you can design a workspace that includes a widget for frequently used reports to help managers save time and oversee their projects.

  • Containers in portals

    A portal is an interface through which users access documents, such as cases, dashboards, and pages. You use containers to arrange these items on the screen, and create a familiar work environment for your application.

  • Adding the Pulse gadget to your application

    Provide a collaboration tool for users of your application by adding the Pulse gadget to your application. By posting, viewing, and commenting on messages, users can work together to resolve cases faster.

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