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With the transactional app Workload Management for Tasks, you - in your role as the head of a claims department - can view the workload of your team members with regard to the assigned tasks from claims processing. If necessary, you can transfer one or multiple tasks and the associated workflow from one employee to another within your own organizational unit or even in a different organizational unit. The app also shows the current availability of the employee.

Key Features
  • The overview list shows you all employees in your own organizational unit. For each employee, you can see the number of tasks assigned to this employee.

  • The overview list shows if the employee is available today.

  • When you select an employee, the detailed view shows all tasks of the employee with the most important data such as task description, claim number, due date, and task status (from SAP Workflow). If the due date of a task has been exceeded, the date is displayed in red font.

  • For each employee you can use a calender to view his or her availability. Depending on the output device, availability is displayed for the current month and the next month (desktop, tablet) or only for the current month (smart phone).

  • For each employee you can view a business card with important employee data such as telephone number and e-mail address. To view this, click the employee's name in the detailed view.

    Depending on the output device you can start a telephone call or send an e-mail directly from the business card.


    The employee data on the business card is user master data taken from the R/3 backend system.

  • You can transfer one or multiple tasks from one employee to another. To do so, select the required tasks and then choose Transfer.

    On the next screen, you see a list of proposed employees in your own organizational unit. You can also use the search function to select an employee from a different organizational unit and transfer one or multiple tasks to this employee.

System Landscape Requirements

In order to be able to implement this app, your system landscape has to be enabled for SAP Fiori. One of the requirements for your system landscape is that your back-end product meets the required product version stack:

Required Back-End Product (Product Version Stack)

SAP enhancement package 7 for SAP ERP 6.0 (10 (10/2015))

The front-end components of this app (such as the user interface) are delivered together with the components of other apps as part of this SAP Fiori product:

Front-End Components Delivered with (Product Version Stack)

SAP Fiori 1.0 for SAP ERP ( 08 (10/2015) )

For more information, see the app implementation document of this app.

Related Apps

From a business perspective, the following apps are related to this app:

Component for Customer Incidents