The Portal

Reference for the Command portal screen, covering Home, the top bar, the activity rail, tabs, the content header, the panels, the Command Dialog and Settings.

The portal is where people work in YouDesign Command. It runs inside your ServiceNow instance over the same records your administrators configure in the platform, and it sits next to the classic ServiceNow forms, lists and dashboards rather than replacing them. This page is the reference for the parts of the screen; the other pages in this section cover content types, personas, My Space, the Data Hub, and tasks.

What it is

Everything is arranged around a central work area:

Area	Where	What it does
Top bar	Top of the screen	Settings, Home, your tabs, notifications and your profile.
Activity rail	Left edge	Create, your views (such as My Space), and the Data Hub.
Work area and tabs	Centre	Each open item fills the work area in its own tab.
Command Dialog	Right edge	The AI assistant.

My Space on the left, the work area in the centre and the Command Dialog on the right

When to use it

Use the portal for portfolio and transformation work: building views, analysing records, sharing results. Use the classic ServiceNow interface for platform administration. Both read and write the same data.

Home

You land on Home ("Welcome to Command") when Command opens. Click the Command logo in the top bar to come back. Which sections you see depends on your persona.

Section	Shows
My tasks	Up to three open tasks, overdue first. All my work opens the full list.
I own	Counts of records that name you, for example as owner.
Ask about your portfolio	A quick way to send a question to the Command Dialog.
Continue my work	Your last five edits and creations.
Workspace updates	Recent notifications, with View all.

Top bar

From left to right:

1. Open menu (three lines) opens the Settings drawer.
2. Command returns you to Home.
3. The tab strip holds one tab per open item. See Tabs.
4. All tabs opens tab search.
5. Notifications (the bell) shows unread messages. See Tasks, notifications and approvals.
6. Your avatar opens your profile: your email, your Command roles, and Working as, where you pick your persona.

Activity rail

A narrow column of icons on the left.

Entry	What it opens
Create (the + at the top)	The create menu, headed with your persona's name. See Content types.
My Space	Your saved content, in a side panel. See My Space and sharing.
My Tasks	Tasks assigned to you, in a side panel. See Tasks, notifications and approvals.
Portfolio	A shared, read-only tree of key content that an administrator curates, in a side panel. Search it with Search Portfolio.
Governance	The architecture governance cockpit. See Architecture Governance.
Assessments	Questionnaires and surveys. See Assessments.
Glossary	Shared business terms with definitions. Search or jump by letter.
Ideation Portal	Capture and follow ideas. See Ideation Portal.
Framework Intelligence Center	Frameworks and their conformance. See Framework Intelligence Center.
AI Portfolio Management	The register of AI assets. See AI Portfolio Management.
Data Hub (at the bottom)	The panel for finding records and dragging them into content. It appears when the item in front of you can take records. See Data Hub.

The activity rail

A persona can carry all of these views, a subset, or none. Glossary, Governance and the other full-page views open as tabs; My Space, My Tasks and Portfolio open as side panels.

Tabs

Every item you open gets a tab, like a browser.

• The active tab always shows its title. When space runs out, the other tabs shrink to their icons first.
• All tabs at the end of the strip, which shows how many tabs are open, for example All tabs (12), or Ctrl+K (⌘+K on a Mac), opens tab search. It lists your open tabs, a Not used in 7 days group with Close these, and Recently closed tabs you can reopen.
• Close a tab with its ×. A message offers Undo. Closing a tab never deletes the content.
• Tabs with unsaved changes are never closed for you.
• On a phone, the tab strip is replaced by one button showing the current tab's title with a ▾. Tap it to open tab search, which lists every tab.

Tab search lists every open tab

Content header

Each open item has a header with:

Control	What it does
Icon, title and type	Click the title to rename the item.
Edit	Switches types you edit in place into edit mode. It reads Editing while on. Greyed out when you only have viewer access.
Share	Opens the Share dialog. Its arrow offers Share page…, Copy page link and downloads. See My Space and sharing.
⋮	Add description, the Panels switches, Save in My Space and Clear.
Extended view	Hides everything except the content. Press Esc to leave.

Panels

Most visual content types can show three optional panels, switched on and off from ⋮ > Panels:

Panel	What it shows
View	The toolbar row with the type's own controls, such as filters, layout and axes. On by default.
Metric	Cards that total a measure across the item's records. Click Add or manage measures to pick measures, or Automatically add to show every measure with data. Clicking a card filters to the records that have that measure.
Timeline	A Time scrubber with play controls and Today. Drag it to see measures as they were in a past period or as planned for a future one.

Each content type's defaults are listed in Content types.

Command Dialog

The Command Dialog is the AI assistant, headed ins-pi Transformation OS™.

1. Click Command Dialog on the right edge of the screen. On a phone, open it from the button in the top bar.
2. The assistant greets you by name, for example "Good evening, Alex. What would you like to work on?"
3. Type a request in plain words and press Enter.

The chip above the message box shows the content the assistant is working with. It follows the tab you are on, and is empty on Home and on full-page views such as Governance. Click its × to detach it for the current tab.

What you can ask, and how to read an answer, is in Command Dialog.

Your administrator can switch the assistant off for the whole instance. The Command Dialog button is then not shown, and everything else keeps working.

Settings

Click Open menu at the far left of the top bar.

Setting	Options
Theme mode	Light, Dark or System. System follows your device's light or dark setting.
Language	English (US), English (UK), Deutsch, Türkçe, Español, Português, Français, 日本語, हिन्दी, বাংলা. The main navigation, My Space, tasks, notifications and settings are translated; some screens are still English only.
Accessibility	Reduce motion and High contrast.

Your settings, open tabs and layout are saved with your user, so they follow you to another browser. The drawer footer shows the version of Command you are running.

Administrators also see Global Settings, with sections for General, Portfolio, Approvals, Architecture Governance, Assessments, Data Governance, Forms, Measures, Lifecycle & Milestones, Persona, Relationships, Scoring and Import / Export. General holds the switch that turns the assistant on or off for everyone.

The Settings drawer

Good to know

• Sessions. When your ServiceNow session is about to time out, a bar offers Stay signed in. If it has ended, Command shows Sign in again and keeps what is on screen.
• Permissions. The portal reads through your ServiceNow roles and access rules. A persona changes what is offered, never what is allowed. See Access Rights.
• Phones and tablets. See Mobile and accessibility.

Related

• Content types
• Personas
• My Space and sharing
• Data Hub
• Tasks, notifications and approvals
• Metamodel