Managing My Tasks scenario

The Managing My Tasks scenario describes how you can use Business Space to do your work.

This scenario uses widgets that contain content from WebSphere® Process Server and WebSphere Business Monitor. If a product is not installed, Business Space replaces its widgets with an image and a message.

If a space based on the Managing My Tasks template is not available, see Creating a Managing My Tasks space for an example of creating a space using this template. Some of the steps and information might not apply for your situation. Adapt the scenario to fit your needs.

In this scenario, you are responsible for sending out quotations for orders. Creating each quotation request is a separate task. One of the requirements is that a customer must receive a quotation within 24 hours of asking for one.

The scenario uses the pages and widgets of a business space created from the Managing My Tasks template.
Note: The Managing My Tasks template uses many of the widgets that are also in the Managing Tasks and Workflow template. For other examples of tasks that you can perform, see the Creating tasks scenario, Dynamically changing a workflow scenario, and Managing your work scenario.

Imagine that your daily responsibilities include monitoring the queue of quote requests and handling the requests. You also claim unassigned tasks to work on them. To perform these responsibilities, you use Business Space and complete the following steps:

  1. Log onto Business Space and open the space that you use for monitoring quote requests.
  2. Work on the quote requests by completing the tasks in the way described in steps 1 to 4 in the Managing your work scenario scenario.
  3. Gauges in the KPIs widget show the ages of the quote requests. One of the gauges shows that there is one quote request that is older than 24 hours. Additionally, the Alerts widget displays a message about this quote request. When you open the quote request, you discover that you need a cost analysis from another department to complete the request. To get this additional information, you perform the following steps:
    1. Switch to the Create Tasks page.
    2. Using the Create Tasks and Task Information widgets, you create a To-do task to obtain the cost analysis, set it as high priority, and assign it to someone in the other department.
  4. After a while, you want to see whether the person has completed you task.
    • If the person completed the task and clicked Submit, you can find the task in the Tasks I Created widget when you set it to display finished tasks and sorted by start date. The task is at or near the top of the list because you created it today.
    • If the person has not completed the task or has returned or transferred the task, you can find the task in the Tasks I Created widget when you set it to display started tasks and sorted by start date.
    You discover that the person has completed the task and has provided you with the information that you need.
  5. Using the information you received, you create a quote and send it to the customer.