Engineering homepage

The homepage in Cortex surfaces what you own, what you have access to, and what needs your attention. It allows you to centralize your work onto one page and take action on your highest priority tasks, and it highlights Scorecard and Initiative progress for your teams with quick links to the Bird's eye report.

Homepage features

The homepage gives you visibility into your work, your catalog, your top Scorecards, and Initiative tasks with approaching due dates. The information is organized into the following sections:

• My work

  • Your requested PR reviews

  • Your open PRs or MRs

  • Your open issues

  • Your action items from Scorecards and Initiatives

  • Your pending verifications

• My on-calls

• Catalog quick access

  • View all of your entities, or view filtered lists of your teams, domains, or services

• Top Scorecards and Scorecards by team

  • The top 3 Scorecards for your owned entities

• Initiatives due soon

  • Initiative tasks that are due soon

• My Workflow runs

  • View your recently run Workflows

You can also pin plugins to your homepage.

Understanding entity ownership

The content that appears on your homepage is based on the entities you own. You own an entity if:

• You are explicitly listed as the owner, or

• The entity is owned by a team you're a member of.

Child team visibility

While viewing the homepage, you can also choose whether to include child teams in your entity lists, top Scorecards, and Initiatives. This gives you visibility into the entities that your child teams own.

To include child teams, enable the Include child teams toggle in the upper right side of the homepage:

Configure identity mapping for Git providers

The Git features in Cortex use identity mapping to connect you to your user account in your Git provider. Entities use the email address associated with your Cortex account and your Git account to connect your Cortex profile with a Git user and team.

Make sure you have properly configured identity mapping to ensure that your Git requests appear in the dev homepage.

My work

Open PRs and Assigned reviews

Open PRs or MRs and Assigned reviews on the homepage come from any Git providers you have integrated with your Cortex workspace: Azure DevOps, Bitbucket, GitHub, and GitLab.

• Click Open PRs to view a list of all pull requests or merge requests you opened.

  • The list contains the PR name, associated entity, status, date opened, and last updated date.

    
• Click Requested PR reviews to view all the pull requests that have been assigned to you for review.

  • The list contains the PR name, associated entity, status, reviewers, date opened, and last updated date.

  • In the "Status" column, Cortex automatically adds tags to pull requests to signify PRs that need a Quick review or that involve a more Complex review for convenience.

    

These are not tied to an entity in Cortex, but are linked to a specific Cortex/Git user account.

Cortex refreshes pull requests from GitHub and GitLab every 2 minutes. Pull requests from Azure DevOps and Bitbucket are refreshed every 5 minutes.

Make sure you have properly configured identity mapping to ensure that your Git requests appear in the homepage.

Change the list display

While viewing the list of Git data, you can change the display:

1. At the top of the list, click Display.

2. Configure the filters:

   • If you want to display draft MRs or PRs, enable the toggle next to Show drafts.

   • If you want to display MRs or PRs older than a month, enable the toggle next to Show older than a month.

3. Click Done.

Issues

The Issues section includes Jira tickets, GitHub issues, ClickUp issues, or Azure work items that are associated with your email address.

Cortex runs a JQL query against your Jira instance to populate tickets that have been assigned to your associated account.

Cortex refreshes issues from Jira every 5 minutes, GitHub every 2 minutes, ClickUp every 5 minutes, and Azure DevOps every 5 minutes. You can also click Refresh issues in the upper right corner of the list to manually refresh issues.

Action items

Click Action items to view a list of action items. In this section, view the entity, the rule that needs attention, the Scorecard or Initiative that contains the rule, its due date, and the priority (based on the level configured in the Scorecard):

Tasks with deadlines are sourced from Initiatives; those without deadlines are sourced from failing Scorecard rules.

Pending verifications

Pending verifications lists all data verifications that require your attention.

My on-calls

If your organization has an on-call integration configured (PagerDuty or Opsgenie) you will also see that information on the homepage:

Cortex uses your email address to determine your upcoming or current on-call status. If you do not see your expected on-call information, verify that your identity mappings are configured properly.

On-call information from PagerDuty is refreshed every 60 minutes. Information from Opsgenie is refreshed every minute.

Catalog quick access

The catalog section is driven by entity ownership. You can view all your owned entities, or filtered lists of your teams, services, or domains.

If you have enabled the Include child teams toggle, these lists will also include entities owned by your child teams.

Top Scorecards, Scorecards by team, and Initiatives due soon

On your homepage, you can see:

• Top Scorecards: A list of your top performing Scorecards, sorted by total score percentage best to worst. On the homepage, Cortex only displays scores and details for entities that you own.

  • Click See all to view the full list of scores for your owned entities, where you can also sort the list by name or by worst to best scores.

• Scorecards by team: A list of Scorecards for your teams.

• Initiatives due soon: If you have any Initiative tasks with approaching due dates, they will be listed here.

If you have enabled the Include child teams toggle, these lists will also include entities owned by your child teams.

View bird's eye report for your Scorecards

From the Top Scorecards tile, click the Birds eye icon to go directly to the Bird's eye report for that Scorecard:

View action items for the Scorecard

From the Top Scorecards tile or from the Initiatives tile, click the Action items icon to go directly to a filtered list of action items for that Scorecard or Initiative:

My Workflow runs

View a list of all of your recently run Workflows. In the upper right corner of the tile, click All workflow runs to see a full list of recent runs for your workspace.

Plugins

You can pin plugins to your homepage. Plugins will appear in the Plugins page linked on your homepage sidebar.

To pin plugins:

1. Navigate to Settings > Plugins.

2. Under the Homepage tab, select which plugins you want to appear on the homepage.

3. At the bottom of the page, click Save changes.