While working on a task in Process Portal, you
might decide that the most effective way to complete the work is to
have someone work with you directly on the task. You can invite one
or more users to collaborate with you.
About this task
Attention: This function is not supported for
Safari on iPad.
Procedure
- Click the down arrow to the right of the task name and
select Collaborate.
- Enter the name of the user or select a suggested collaborator,
and then enter your message. You must invite each user
individually. Each user that you invite receives
an invitation to collaborate with you. When an invited user joins
the task, a collaboration bar is displayed above the information for
the task. Invited users join in the View mode.
- Allow an invited user to work on your task. In
the collaboration bar, pass the editing rights to your invited user.
Although you might have invited several people to help you with your
task, you can collaborate with only one invited user in a collaboration
session. In addition, only one person can edit the task at any one
time. You can end the collaboration session at any time. In addition,
if you close Process Portal while
someone else is working on your task, the invited user can no longer
work on your task.
Results
If you or one of the invited users completes the task, it
is moved to your list of completed tasks. Invited users with outstanding
invitations can see the completed task on the
Details tab
for the process but they cannot make any changes to the task.