Managing My Team's Tasks scenario

The Managing My Team's Tasks scenario describes how you can use a business space to monitor and manage your team's work and to also work on your own tasks.

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 Team's Tasks template is not available, see Creating a Managing My Team's 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 the Managing My Team's Tasks scenario, you manage the workload of your team. The scenario uses the pages and widgets of a business space created from the Managing My Team's Tasks template. Managing My Team's Tasks expands on the Managing My Tasks scenario, which means that you also perform the tasks described in the Managing My Tasks scenario.

In this scenario, your team is responsible for sending out quotes for orders. As a supervisor, you need to balance your team's workload and ensure that high-priority tasks are handled quickly. 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 supervising your team.
  2. In the Managed Team Tasks page, set the My Team's Tasks widget to display open tasks organized by owner so that you can see your team's workload. To do this, set the Group by field to owner and set the Show field to In progress.
    Note: If a team member does not have any in progress tasks, My Team's Tasks does not display that person. Additionally, that person is not included in the calculation of team workload. For example, if a team has three members and two of the members have one task each, My Team's Tasks displays just the two members and shows each member has 50% of the tasks.
  3. You notice that one team member has too many tasks to complete them on time, so you decide to transfer a critical task to another team member.
    1. Select the task. The Team List updates to show the users who are eligible to work on the task.
    2. Drag the task onto a user in the Team List widget. When that user opens a business space containing a My Tasks widget, the user will see the task.
  4. At the end of the day, you want to see how your team is performing. The Analysis page can provide you with this information.
    1. Using the Dimensions widget, you check how many order requests each team member has processed this day and the total number of order requests that the team has processed. You also check on the number of order requests that are still in progress.
    2. Using the Reports widget, you check whether the average age for order requests is trending to older, which you use as an indicator that your team is having problems with closing order requests.
    You notice that one of your team members is not processing as many tasks as other members of the team. You interview the team member and discover that the team member has not been sufficiently trained in handling certain types of order requests. You then arrange for additional training for the team member.