What is the initial level of organizing tasks for a case in Pega?

In Pega, the initial level of organizing tasks for a case is referred to as a stage. Stages serve as the broadest organizational unit within a case lifecycle, allowing for the grouping of processes that lead to the completion of that case. Each stage represents a distinct phase in the case management process and can comprise multiple processes or subprocesses.

Assigning tasks at the stage level facilitates clear visibility and management of the case’s progress as it moves through various phases, enabling the business to effectively monitor and control workflows associated with the case. Stages also provide a structured approach to defining how a case progresses from initiation to resolution.

This concept is foundational to the design of cases in Pega, which are often complex and involve numerous tasks. By organizing these tasks into stages, Pega helps ensure a logical and streamlined flow of work that aligns with business objectives and user needs.