Process Tracker

As a process owner, you can create and assign a task to an existing user group. Depending on what condition you set for the group task completion, either any user or all users in the group can complete the task. The process overview provides an overall status of group tasks with a link to details. The process guide lets task assignees track and manage their group task assignments. Group tasks eliminate the need to create multiple tasks that require the same action from individual assignees.

See Create Processes and Process Tasks.

When creating a process task, as the process owner, you can select a specific perspective or dashboard to link to from a task. Based on access rights, the task assignee can navigate to the linked perspective or dashboard that provides context relevant to the process and task. Assignees don't need to search through all dashboards they can access to arrive at a specific dashboard.

See Create Processes and Process Tasks.

You can now expand or collapse the task list in your process guide to increase or decrease your workspace.

See Complete Tasks in a Process.