IBM BPM, V8.0.1, All platforms > Participating in processes

Completing work using Process Portal

The My Tasks > Open Tasks view contains a list of all the tasks that you own. The list also includes the tasks that are assigned to your team that you can claim to work on. Open a task to complete the work that is needed.

The tasks in the Open Tasks view are sorted into categories according to the due date for the work on the task. Each task in the list has an icon that indicates a level of priority. The background color of the Priority icon indicates the priority of the task:

In addition, you can search for specific tasks using the search field.

The following figure shows an example of an Open Tasks view.

Figure 1. The My Tasks > Open Tasks view

A task in the Open Tasks view appears in only one category. Tasks that are at risk are determined by the average time it takes to complete a task of a particular type.

For example, if you have a task that is due today but people need 3 days on average to complete the work on this type of task, then the task appears in the At Risk category and not the Due Today category.

To see more information about a task, such as the description or data relevant to the task, click anywhere within the task area. If the task can be completed directly from this view, this information is displayed too. To complete the work on all other tasks, open a task by clicking the task name.

Your list of tasks is automatically refreshed when new tasks are added to the list. In addition, the list of tasks is refreshed when a task that is assigned to your team is claimed by someone else, or the due date of a task is changed. Be aware that you might have to open a task category to see the changes to the list.

When you open a task that is assigned to a group, you automatically become the owner of the task. By default, you receive a message confirming that the task will be assigned to you. You can turn off these messages from the confirmation window or by changing your user preferences.

If you open a task by mistake, you can reassign it back to the designated group.

If you are authorized, you can perform other actions on tasks in the Open Tasks view by clicking the down arrow to the right of the task name.

Participating in processes


Related concepts:
Search tips for Process Portal


Related tasks:
Setting preferences in Process Portal