Getting started with Process Portal

Process Portal provides an interface for you to work on your assigned tasks and collaborate with others to complete your work efficiently. In addition, if you have the associated permission, you can view the performance of individuals, teams, and processes using dashboards.

Use a web browser to access Process Portal. The web address has the following format:
http://[host_name]:[port]/portal
Provide the name of the host on which IBM® Process Center Server or IBM Process Server is installed and the port designated for the server during IBM Business Process Manager installation.
The following figure shows the main areas of the Process Portal interface. It includes pages for your work, dashboards, and user preferences. The right part of the interface contains a tabbed area for working with processes and collaborating with others.
Figure 1. Main areas of the Process Portal interfaceThis figure shows the Process Portal window that is displayed when you start Process Portal. The window has five different functional areas. 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. Description of the main areas of the Process Portal interface
Area Description
1 The start page icon. This page is shown whenever you log into Process Portal. You can bookmark a different view or page, including a search results page, to be your start page.
2 The Work page. The My Tasks > Open Tasks view, contains both the tasks that you have claimed to work on and the tasks that are available for you to claim. The My Tasks > Completed Tasks view contains all of your finished work.

The My Tasks > Saved Searches tab contains customized task views that have been made available by the Process Portal administrator.

3 The Dashboards page. Use dashboards to monitor the performance of processes, individuals, and teams.
4 Links to your user preferences page and Logout. Click your name to work with your user preferences, for example, to update your business card information, or to change your notification preferences.
5 The other spaces icon. This icon is available only for Process Portal on IBM Business Process Manager Advanced. Click the icon to navigate to other Process Portal spaces.
6 The tabbed area. The tabs that are shown here depend on whether you are working with your list of tasks in the My Tasks tab, or working on an individual task to complete the work. When the My Tasks tab is displayed, this area contains the following tabs:
Launch
Use this tab to launch processes and human services.
Following
Use this tab to follow the work done on a specific process and add your comments to it.
@Mentions
Use this tab to see a list of your collaboration invitations and posts that mention your name.