Working on tasks in Heritage Process Portal
Tasks represent the work that must be done to complete a process. While you are working on a task, you can collaborate with other users in different ways to help you get your work done more efficiently.
The following figure shows what you see when you open a task in Heritage Process Portal to
work on it. The window includes the form for the task. To the right
of the form is a tabbed area for collaborating with others.
Figure 1. Working
on tasks in Heritage Process Portal
The following table describes each of the numbered areas in the
preceding figure.
| Area | Description |
|---|---|
| 1 | The left part of the window contains the form that provides the details about the task and where you provide information to complete the task. |
| 2 | To the right of the task name in the form is a down arrow. If you click the arrow, a list of actions that you can perform on the task is displayed. The actions that are available depend on the level of authorization that you have. When you open a task from the Work page, you become the owner of the task. If you open a task by mistake, you can return the task to the team by selecting Reassign Back to Team from the list of actions. |
| 3 | In the tabbed area to the right of the form, the Details tab provides information about the process instance to which the task you are working on belongs. The information includes business data, for example, the customer name, a link to the process diagram, a list of the completed tasks, and the tasks that are in progress. You can follow the process instance from this tab. If you are authorized, you can also act on the process instance by clicking the down arrow to the right of the instance name, and selecting an action from the list. |
| 4 | In the tabbed area to the right of the form, the Stream tab shows the activity on the process instance, such as when a task was created, claimed, or completed; and the comments that have been posted about the instance or the tasks that belong to it. You can post new comments here on the instance or on the task that you are working on. For the task started and claimed stream entries, the timestamp indicates when the task was started or claimed; the assigned group or user is the currently assigned task owner rather than the task owner when the task was started or claimed. |
| 5 | In the tabbed area to the right of the form, the Experts tab shows the experts that are defined for the task that you are working on. You can directly interact with the people shown here so that you can complete your work more efficiently. |