Workplace

Use Workplace to manage and complete different types of work. You can also use Workplace create workstreams to streamline inefficient processes and fast-track activities in your everyday work.

Working with tasks

Your task list includes all the tasks that are directly assigned to you, tasks that you claimed to work on, as well as all the available tasks that are assigned to the teams that you are a member of. To work on an available task that is assigned to your team, claim it first. Open the task to complete the required work. If you want to be notified when a new task is assigned to you or your team, set up the email notification. See Managing work.

Working with workflows

Your workflow list includes the workflows that you can view and participate in. Similar to the task list, you can search, sort, and filter your workflow list.

Start workflows to complete unstructured or structured collaborative work. For structured work, start your own workflow from a predefined activity or launch an existing workflow and collaborate with others using configured tasks and activities to complete the work. Depending on the type of work that needs to be done, you can use different work patterns.
  • In sequential workflows, you complete activities and tasks in order. When you start a sequential, process-like workflow, a task for the first activity is generated and is added to the task list of the assignee who does the work. When the task is complete, the next one is kicked off. Work continues automatically from one task to the next, and documents and activities are completed until all the work is complete.
  • In other workflows, where you start activities as needed, you can use a case-like work pattern. The workflow can contain required activities, which can be started automatically, and optional activities, which can be started manually. When an activity is started, its tasks are completed by the assigned users or teams.

To streamline and automate simple, repetitive work yourself, create a workstream. These workstreams will also appear in your list of workflows.