Process Portal

Use Process Portal to work on your assigned tasks and collaborate with others to complete your work efficiently. If you have the appropriate authorization, you can work with process instances, or use dashboards to view and review the performance of individuals, teams, and processes.

Important: The tools and the functions that are available in your cloud subscription are based on the functionality in the equivalent on premise product. The topics that are linked to here are in the documentation for the on-premise product.

Authorization

You don't need additional authorization to work on your tasks and collaborate with others. However, you do need additional authorization to use the Processes, Process Performance, and Team Performance dashboards. For more information, see Dashboards in Process Portal.

Work on tasks

The Work dashboard contains the list of tasks that you own. It also includes the tasks that are assigned to your team that you can claim to work on. Open a task to claim it and complete the work that is needed. For more information, see Completing work on tasks with Process Portal.

Manage teams and their tasks

If you are a team manager, you can manage the work of the teams that you are responsible for from the Team Performance dashboard in Process Portal. For more information, see Managing work for teams with the Team Performance dashboard.

Work with processes

If you have the appropriate authorization, you can see lists of active and completed process instances in the Processes dashboard. If you are a member of the Process Owner team, you can also use the Process Performance dashboard to resolve issues with process instances that are at risk or overdue. For more information, see Completing work on process instances with Process Portal.