Completing Tasks

Use

The BPM Inbox and the universal worklist (UWL) provide a central access to your tasks. The UWL is integrated into the SAP Enterprise Portal.

The process desk also provides the task execution user interface (task execution UI) which has additional functions such as task delegation.

Users receive a task in their task list because they are:

  • Potential or actual owners of a task

  • Contributors to a task

  • Substitutes for a task

A task with an offline form assigned is completed after submitting the form by mail. For more information, see Using Adobe Offline Forms .

Depending on the task execution progress, the task life cycle status changes. Possible statuses of tasks include:

  • New

    The task is displayed in the task list of all potential owners. No potential owner has opened the task yet. When the actual owner of a task has put it back, the status of the task is also New and visible to all other potential owners.

  • In Progress

    The task is claimed by one of the potential owners who has opened the task execution UI. When a task is opened, it is automatically claimed by the user and he or she becomes an actual owner. Thus, the task disappears from the task lists of all other potential owners. In case the task is claimed but has not yet disappeared from the task list of the other potential owners, an appropriate message is displayed when another potential owner tries to open the task.

  • Completed

    The task is displayed in the Completed Tasks view. No other actions can be performed on the task. The Completed status focuses on the task life cycle completion, so that the task business goal is reached. In case the task is completed but still in the list of open tasks, an appropriate message is displayed when a potential owner tries to claim the task.

To see where you are in the process, open the process visualization and display your tasks. For more information about the process visualization, see Displaying the Process in a Graphical Representation .

Procedure

BPM Inbox

  1. Log on to your BPM Inbox using the URL, https://<server>:<port>/bpminbox .

    Your tasks are displayed in the BPM Inbox.

  2. To claim a task, which is assigned to you, and complete it or release a task to some other person, select a task in the task list table.

    For more information, see Managing Tasks with the BPM Inbox .

Universal Worklist

  1. To open the UWL in the portal, choose the following menu path:

    Start of the navigation pathStart page (Home) Next navigation step WorkEnd of the navigation path

  2. Select New and In Progress Tasks to display the tasks that need to be completed.

    The UWL offers various options for handling tasks.

    For more information about the UWL, see Managing BPM Tasks in the Universal Worklist .

  3. Click the subject text of the task you want to perform.

    The task execution UI and the required application are opened.

  4. Complete the tasks with the required application which is displayed in the application pane of the task execution UI. You can:

    After completing the task, the task execution UI and the application are closed automatically. If you have enabled the UWL push mechanism, the completed task disappears from your task list. For more information, see Enabling the UWL Push Mechanism .

More Information

Managing BPM Tasks with the BPM Inbox

Managing BPM Tasks in the Universal Worklist

Task Execution User Interface