IBM BPM, V8.0.1, All platforms > Participating in processes > Completing work > Work on tasks > Collaborating with other users

Collaboration in Process Portal: Frequently asked questions

Answers to a set of frequently asked questions on collaboration.

Who can I collaborate with?

You can invite people from the following groups of users to collaborate with you on a task:

• Recommended experts for the task type.
• Experienced experts who have completed tasks of this type.

• If the task was assigned to a group before you claimed it, anyone in this participant group.

• If the task was assigned directly to you, anyone in the participant groups that you belong to.

Why is the Collaborate action not available for my task?

This issue can occur for one of the following reasons:

• You are not the owner of the task. To be able to collaborate on a task, you must be the owner of it. If the task is assigned to a group, open the task so that you become the owner. If the task belongs to someone else, you must wait for the owner to send you a collaboration request.

• The form used by the task does not support collaboration because it contains Heritage Coaches.

  • Use one of the other collaboration options, such as posting a comment on the task using the Stream tab, or working directly with one of the experts for the task by using the Experts tab.

  • If you are a process designer, consider replacing the Heritage Coaches with IBM BPM version 8 Coaches.

Can I collaborate with an expert if they are not online?

From the Experts tab for your task, you see the expert that you want to work with to complete your task. Although this person is currently not online, you can still send them a collaboration request. The expert sees the request in their @Mentions list when they log on to Process Portal.

When I enter a name, I get too many users back. How do I find the exact person that I am looking for?

For example, you entered ben as the user name, but the list of names contains all the users whose user names or display names include ’ben’ anywhere within them, for example, benjamin, adminben, sam benwell. To limit this list of names to exactly who you are looking for, enclose the name you enter in quotation marks.

For example, to collaborate with ben, enter "ben".

Collaborating with other users to complete a task

Related concepts:
Difference between Coaches and Heritage Coaches