The Managing My Team's Tasks template
creates a space for supervising a team and for creating and performing
tasks.
The Managing My Team's Tasks template
combines widgets from Business Process Manager and Business Monitor to create
a space for users who are responsible for managing a team. These users
might also perform the tasks that the other members of the team perform
so the space also contains the same widgets as a space created by
the Managing Tasks and Workflow template.
This template is available only if a Business Space administrator
has imported it.
The Managing My Team's Tasks template
creates a space with five pages: My Work, Create Tasks, Task Status,
Manage Team Tasks, and Analysis. Many of the widgets on these pages
require configuration. The person creating the space must edit their
settings so that they display appropriate information. The descriptions
for each page provide information for how you might configure each
widget.
The following table lists the widgets that are supplied for use
in the My Work page.
| Widget name |
Description |
|---|
| My Tasks |
Displays the tasks that have been assigned to
the user. |
| Task Information |
Displays information about the tasks that the
user has selected in the My Tasks widget
or the Available Tasks widget.
While the widget only displays information about one task at a time,
users can swap between tasks by selecting the tabs. |
| Available Tasks |
Displays the tasks that have not been assigned
to anyone and that are available for the user to select and work on. |
| Human Workflow Diagram |
Displays the process for the open task in the Task Information widget.
If the task does not have a process, the widget displays "No process
context information available for this task." |
| KPIs |
With appropriate configuration, it displays
a graphic that dynamically shows the performance of a business process.
The business process must have a monitor model that contains a defined
KPI model. |
| Alerts |
Displays notifications for a business situation
that a Business Monitor administrator
has specified that the user will receive. |
On the Create Tasks page, users can create tasks for other people
to perform and track the status of the tasks that they have created.
The following table lists the widgets in the Create Tasks page.
| Widget name |
Description |
|---|
| Create Tasks |
Displays a list of task templates that users
can use to create a task. |
| Task Information |
Displays the form used to create the task if
the user selects a template in the Create Tasks widget
or a task if the user selects a task in the Tasks I Created widget.
Although the widget displays only information about one task at a
time, you can swap between tasks by selecting the tabs. |
| Tasks I Created |
Displays the tasks that the user has created |
| Human Workflow Diagram |
Displays the process for the open task in the Task Information widget.
If the task does not have a process, the widget displays "No process
context information available for this task." |
On the Task Status page, users can track the progress of the tasks
they have been assigned to and the tasks that they have created. The
following table lists the widgets in the Task Status page.
| Widget name |
Description |
|---|
| My Tasks |
Displays the tasks that have been assigned to
the user. |
| Task Information |
Displays information about the tasks that the
user has selected in the My Tasks widget,
the Tasks I Created widget,
or the Available Tasks widget.
While the widget only displays information about one task at a time,
users can swap between tasks by selecting the tabs. |
| Tasks I Created |
Displays the tasks that the user has created. |
| KPIs |
With appropriate configuration, it displays
a graphic that dynamically shows the performance of a business process.
The business process must have a monitor model that contains a defined
KPI model. |
| Available Tasks |
Displays the tasks that have not been assigned
to anyone and that are available for the user to select and work on |
On the Manage Team Tasks page, users can see the tasks that have
been assigned to members of their team and transfer tasks to balance
workload. The following table lists the widgets in the Managed Team
Tasks page.
| Widget name |
Description |
|---|
| Team List |
Displays the people that users can transfer
the task that they selected in the My Team's Tasks widget. |
| Task Information |
Displays information about the tasks that the
user has selected in the My Team's Tasks widget.
While the widget only displays information about one task at a time,
users can swap between tasks by selecting the tabs. |
| My Team's Tasks |
Lists the tasks assigned to members of the user's
team. |
On the Analysis page, you can monitor your team's status. The following
table lists the widgets in the Analysis page:
| Widget name |
Description |
|---|
| Instances |
With appropriate configuration, it lists the
task instances that are available for review. |
| Report Viewer |
With appropriate configuration, it displays
a report associated with the business process. |