This tutorial describes how you can use a business space
to assign tasks to a member of your team.
Before you begin
This tutorial uses widgets that contain content from WebSphere
Process Server. To run the tutorial, WebSphere Process Server must
be installed. Some of the steps and information might not apply for
your situation. Adapt the tutorial to fit your needs.
About this task
In this tutorial, your team is responsible for sending
out quotes for orders. As a supervisor, you need to balance your team's
workload and ensure that high-priority tasks are handled quickly.
To perform these responsibilities, you use Business Space and complete
the following steps:
Procedure
- You log onto Business Space and open the space that you
use for supervising your team.
- In the Managed Team Tasks page, set the My Team's
Tasks widget to display open tasks organized by owner so
that you can see your team's workload. To do this, set the Group
by field to owner and set the Show field to In
progress.
Note: If a team member does not
have any in progress tasks, My Team's Tasks does not display that
person. Additionally, that person is not included in the calculation
of team workload. For example, if a team has three members and two
of the members have one task each, My Team's Tasks displays just the
two members and shows each member has 50% of the tasks.
- You notice that one team member has too many tasks to complete
them on time, so you decide to transfer a critical task to another
team member.
- Select the task. The Team List updates to show the users
who are eligible to work on the task.
- Select Transfer from the Actions list,
then enter in the name of the user to whom you want to transfer the
task. When that user opens a business space containing a Tasks
List widget, the user will see the task.
Results
The task is transferred to the selected user.