Work on tasks in Process Portal

IBM BPM, V8.0.1, All platforms > Participating in processes > Completing work
Work on tasks in Process Portal

Tasks represent the work that needs to be done to complete a process. While you are working on a task, you can collaborate with other users in different ways to help you get your work done more efficiently.
The following figure shows what you see when you open a task in Process Portal to work on it. The window includes the form for the task. To the right of the form is a tabbed area for collaborating with others.
Figure 1. Working on tasks in Process Portal
The following table describes each of the numbered areas in the preceding figure.

Working on tasks in Process Portal
Area Description
1 The left part of the window contains the form that provides the details about the task and where you provide information to complete the task.
2 To the right of the task name in the form is a down arrow. If you click the arrow, a list of actions that you can perform on the task is displayed. The actions that are available depend on the level of authorization that you have. When you open a task from the My Tasks view, you become the owner of the task. If you open a task by mistake, you can return the task to the user group by selecting Reassign Back to Group from the list of actions.
3 In the tabbed area to the right of the form, the Details tab provides information about the process to which the task you are working on belongs. The information includes business data, for example, the customer name, a link to the process diagram, a list of the completed tasks, and the tasks that are in progress. You can follow the process from this tab. If you are authorized, you can also act on the process by clicking the down arrow to the right of the process name, and selecting an action from the list.
4 In the tabbed area to the right of the form, the Stream tab shows the activity on the process, such as who claimed a task or who completed a task, and the comments that have been posted about the process or the tasks that belong to it.
You can post new comments on the process, or the task that your working on here.
5 In the tabbed area to the right of the form, the Experts tab shows the experts that are defined for the task that you are working on. You can directly interact with the people shown here so that you can complete your work more efficiently.

Getting help from experts to complete a task
While working on a task in Process Portal, you can see the experts that are defined for it. An expert is a team member with related task expertise who can help you with completing a task.
Collaborating with other users to complete a task
While working on a task in Process Portal, you might decide that the most effective way to complete the work is to have someone work with you directly on the task. You can send a request to one or more users for them to collaborate with you.

Completing work using Process Portal

Related tasks:
Getting help from experts to complete a task

Area	Description
1	The left part of the window contains the form that provides the details about the task and where you provide information to complete the task.
2	To the right of the task name in the form is a down arrow. If you click the arrow, a list of actions that you can perform on the task is displayed. The actions that are available depend on the level of authorization that you have. When you open a task from the My Tasks view, you become the owner of the task. If you open a task by mistake, you can return the task to the user group by selecting Reassign Back to Group from the list of actions.
3	In the tabbed area to the right of the form, the Details tab provides information about the process to which the task you are working on belongs. The information includes business data, for example, the customer name, a link to the process diagram, a list of the completed tasks, and the tasks that are in progress. You can follow the process from this tab. If you are authorized, you can also act on the process by clicking the down arrow to the right of the process name, and selecting an action from the list.
4	In the tabbed area to the right of the form, the Stream tab shows the activity on the process, such as who claimed a task or who completed a task, and the comments that have been posted about the process or the tasks that belong to it. You can post new comments on the process, or the task that your working on here.
5	In the tabbed area to the right of the form, the Experts tab shows the experts that are defined for the task that you are working on. You can directly interact with the people shown here so that you can complete your work more efficiently.