Completing work in Workplace

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From the start page, you can organize and work on your tasks, and also use workflows or cases to complete structured or unstructured work.

Working with tasks

Your task list includes all your assigned and claimed tasks and also the tasks assigned to the teams that you're a member of. From the list of available tasks that are assigned to your teams, you can claim the tasks that you want to work on. You can optimize your task list to meet your needs by using the following features.
  • Use the quick search Search icon to trigger a full-text search of your task list.
  • Use basic searches to customize your list view Customize view icon by scoping your search and building and combining filters to refine the results. Name and save your customized view for reuse or share it with other people or your team. To share a saved view with another team, duplicate, rename, and share it.
  • Use advanced searches to obtain refined results that cannot be achieved through basic searches. Advanced searches enable you to combine filters, use keywords such as NOT, AND, and OR together, and consolidate multiple smaller queries into one query to reduce maintenance and improve performance.
  • Expand rows to preview task data before opening the tasks and carry out actions from the overflow menu Overflow menu icon. Batch modify Modify multiple tasks the properties of multiple tasks that you select directly from the task list.
  • Set up email notification to be informed when a new task is assigned to you or your team. Before you can enable the notification function, your administrator must configure the email environment to send Workplace notifications.
  • Access custom dashboards that provide information tailored to specific business needs. For quick navigation, copy Copy link icon and share or bookmark the URL of your Workplace pages.
  • Benefit from the automatic refresh of your task list whenever task changes occur. When the notification server is not available to trigger the auto refresh, the refresh button Refresh icon becomes available for you to refresh your task list manually.
  • Improve your efficiency by using the AI-infused task prioritization feature, which sorts your current list and prioritizes the best high-value tasks for you to complete. Your administrator can set the task prioritization to be
    • Enabled by default: Your list is automatically prioritized. Any subsequent re-sorting of the list overrides the prioritized sorting.
    • Enabled manually: You have the ability to toggle the task prioritization on or off. By default, prioritization is turned of. When you turn it on, the prioritized sorting overrides the current sorting of the list.

Working with workflows and cases

You can view your lists of workflows and cases and start them to complete different types of work from the start page. You can also quickly access your recent work through the Recent and Favorites lists. Similar to the task list, you can search, sort, and filter your workflow and case lists. For ease of use, Workplace provides separate lists of workflows and cases that you can participate in.

Depending on the type of work that needs to be done, you use different work patterns.
  • Start workflows to complete structured, sequential collaborative work. You can start your own workflow from a predefined activity or launch an existing workflow and use configured tasks and activities to complete the work. When you start the 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 first task is complete, the next task is kicked off. Work continues automatically from one task to the next, and documents and activities are completed until all the work is complete.
  • Start cases to complete unstructured collaborative work. In a case, you can start activities as needed, by using a non-sequential work pattern. The case can contain required activities that can be started automatically, and optional activities that can be started manually. When an activity is started, its tasks are completed by the assigned users or teams.
Switching roles
Case instances can have multiple roles. You can switch roles if you're logged in as a user that belongs to a multiple-role category. For client-side human service-based case pages, roles are loaded with the case details, and you can use the Switch Roles option to select the role you want to switch to. For widget-based case pages, you can select the role associated with a case page from the roles page that opens the navigator in a new tab.