Use the Work Basket Information widget
to define and update the settings for a work basket.
Procedure
- Define or update the general settings for the selected
work basket on the General tab.
If
you are defining the settings for a new work basket, you must specify
an identifier, a name, a type, and an owner. The name must be a valid,
unique name. The type can be one of the following types:
- Individual
- The work basket belongs to a single user, for example, a personal
work basket.
- Group
- The work basket belongs to a group of users, for example, the
accounting group.
- Topic
- The work basket belongs to a business area, for example, claims.
This work basket might then include tasks for health insurance claims
and car insurance claims.
- Clearance
- A task is routed to this work basket when a suitable work basket
cannot be assigned to the task.
You can also specify a default task list that
is associated with the work basket by clicking Look up,
and selecting a task list. You can use this task list in your own
enterprise applications.
- Assign roles to the work basket and the tasks associated
with it.
On the Access tab, perform
the following actions to give users and groups access to a work basket.
- Enter the name of the user or group, and click Add.
- Assign work basket roles, task roles, or both to the
user or group.
- To remove the access to a work basket from users and
groups, click the Remove icon.
- Assign the distribution targets.
Distribution
targets are other work baskets to which tasks in the current work
basket can be distributed. To assign and unassign distribution targets
for the work basket, select the Distribution targets tab.
Use the Up and Down arrows
to assign or unassign the distribution targets.