Creating a team

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This topic is shared by BAW, CP4BA, CP4BASaaS. Last updated on 2025-03-13 12:15
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A team is a group of users that perform similar tasks, and consists of a set of members and a team of managers. Teams are used to manage the tasks that users can perform in Process Portal . Because any team can be added as the manager of another team, you can flexibly define your organization's management structure.

To add the members to a team, you can directly add users or groups from the user registry, or you can use a team retrieval service to define a team dynamically at run time. You can assign teams in a number of ways in the designer:
  • Assign a team to an activity or a lane in a business process. The users in that team can work with the tasks that are created for the activities in Process Portal .
  • Provide a team with the authority to view performance data and the performance dashboards in Process Portal.

Procedure

To create a team and add members, complete the following steps:

  1. In the library, click the plus sign to next to the Teams category.
  2. In the New Team window, enter a name for the team and click Finish.
  3. Select the team members in one of the following ways:
    • Select users or groups that are defined in the user registry.
    • Use a service to dynamically retrieve a team at run time. You can select an existing service, or you can create a new one. See Setting up a team retrieval service.
    Tip: To prevent problems that occur when there is a large number of users in the system, the tw_allusers user group is ignored for task reassignment. For task reassignments, add individual users or other groups instead of using tw_allusers.
  4. Select the team of managers that can manage the team's tasks in the Team Performance dashboard.
  5. If you want to simulate a process, set the simulation properties for the teams that are assigned to the swimlanes in the process model. These settings represent the performance expectations for the team.
    1. Open the Process Designer desktop editor.
    2. Open the team, and enter the simulation properties.
  6. Click Save or Finish Editing.
    For details about declaring variables for the client-side human services, see Declaring variables

Results

Your team is added to the list of teams, which is shown when you click Teams.