Processes define the flow of tasks that are needed to get work done. Using Process Portal, you can launch processes, post comments about the process and its tasks, follow the work and comments on a process, view the audit data, and determine and modify the process path.
Action | How you do it |
---|---|
Start the workflow for a process. | Select Launch tab to the right of the tasks list, select a process. | . In the
Post a comment or see the comments that have been posted to the current process. | Select Stream tab to the right of the task form
shows the comments. You can also post your comments here. Alternatively, if you are following a process, you can see the Stream tab by clicking on a process in the list on the Following tab. |
, and then open a task.
The
Follow the work on a process. | On the Details tab for
the process, click the Follow icon (![]() |
Change the due date for the process. | On the Details tab for the process, click the down arrow to the right of the process name, and select Change Due Date from the list of actions. |
View the audit data for a process. | On the Details tab for the process, click the down arrow to the right of the process name, and select View Audit History from the list of actions. |
Determine and modify the process path. | On the Details tab for the process, click the down arrow to the right of the process name, and select Critical Path Management from the list of actions. |
View the performance of a process. | On the Dashboards page, click the down arrow, and select Process Performance from the list of available dashboards. |