Work management tools

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This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
Use the newer and more modern Workplace or the earlier Process Portal to work on your tasks, manage and complete work and, with the associated permission, use dashboards to manage and evaluate the workload and performance of your teams.

Workplace

Workplace is the newer, highly customizable work portal where you can manage, prioritize, track, and complete both process and case work in one place. Workplace is built on newer technologies and is provided as a modern and more inclusive alternative to the process-centric Process Portal.

Workplace is available in both on-premises and container Business Automation Workflow environments, which makes it the common work portal for different platforms. You can run Workplace on-premises in either single Business Automation Workflow systems or federated environments.

Compared to the older Process Portal, Workplace provides the following advantages:
  • An improved user experience working on tasks and completing both process and case work in a dynamic and modern client-side human service-based user interface.
  • Customizable and reusable views enable you to organize and shape your own custom-built portal to work with tasks and complete work efficiently.
  • Advanced searches to refine your process and case lists are available in Workplace in either federated or nonfederated environments through indexing into Elasticsearch or OpenSearch.
  • Managers can manage the work of their teams and use dashboards to evaluate their workload and act on their performance.
For more information, see Managing work in Workplace.

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Process Portal

Process Portal is the earlier coach-based user interface provided with all editions of Business Automation Workflow for participating in processes. It can be configured for a single Business Automation Workflow system or federated environments that include IBM® Process Federation Server. From Process Portal, users can launch processes, dashboards, and startable services, and work on their tasks.

In IBM BPM V8.5.7, Process Portal replaced Heritage Process Portal that was available from IBM BPM V7.5 onwards. See Heritage Process Portal (deprecated).

Process Portal provides access to all heritage capabilities and introduces many new features, such as saved searches. The new responsive user interface provides you with more flexibility to get work done anywhere, at any time, on any device type, from a desktop device in the office to a mobile device at home or at a customer site.

Because Process Portal is based on coaches, it is customizable. For example, the coaches use the Classic theme, which means that you can easily change the overall styling to fit your organization's look and feel. In addition, a set of configuration options are available for you to adapt Process Portal behavior without having to customize the Process Portal application itself.

To search business data, Process Portal provides a robust search capability. You can also create customized views of your tasks, for example, with specific business data, by saving your task-based searches for later use. You can also share your saved search with the members of your team.

You can use the Process Portal dashboards to analyze and manage the work on your business processes. You can use the ready-to-use dashboards that Process Portal includes or company-specific dashboards that your installation might provide.

If Process Portal is configured for a federated environment, you can access processes and tasks on any IBM BPM system in the federated environment running V8.0.1.3 or later, or on a Business Automation Workflow system, from a single Process Portal sign-on.

For more information, see Managing work in Process Portal.

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Heritage Process Portal (deprecated)

The deprecated Heritage Process Portal is not enabled by default. You can configure Process Portal to link to Heritage Process Portal if you need to access existing capabilities that are not available directly in Process Portal.
Restriction: In Heritage Process Portal, you can use only the BROWSE_ALL and ADMINISTER filters on saved searches organized by process, whereas on Process Portal, more filter options are available. Therefore, in Heritage Process Portal, you can run saved searches organized by process that have been defined in Process Portal only if you select All in the list of filters.

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