Working 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 PortalThis figure shows the Process Portal window that is displayed when you open a task. Four areas of the window are called out in the figure. Each of these areas is described in the table that follows the figure. The area numbers used in the figure and in the table are referential only and do not appear in the actual user interface.
The following table describes each of the numbered areas in the preceding figure.
Table 1. 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.