Create a User task

<< Click to Display Table of Contents >>

Organizer > Process Automation > Model a Process >

Create a User task

A User task is a task in the process that needs to be performed by a human user.

1.In the Create tab, select User task and press Place object or double-click. A dialog opens.

2.Optionally, set a Name and a Description.

In the fields Estimated duration, days and hours, you specify how long the task is expected to take. When the process is linked to a task in Organizer, the specified time will be displayed as the planned start and end time of the activity.

3.Press OK.

If the process should be used in Organizer, the mapping to the activity type is done in the User task dialog, in the Task activity section.

Here you can define the Activity, manage a Checklist, add Risk analysis template reference, add Progress conditions and create Resource need.

Read more about risk analyses in section Risk analysis and its subsections.

Read more about progress conditions in section Progress conditions and its subsections.

Read more about resource management in section Resource management and its subsections.

4.Place the user task in the lane of the participant that should own the step.

 

Set owner strategy in loops

When a process is used in Organizer, its workflow can contain loops. The answer to a decision point, for example, may involve redoing a workflow item, and when such a workflow item is completed, a new workflow item will be created in the workflow. For such loops, you can determine the owner strategy for the new workflow items that are created.

1.In the User task dialog section Owner strategy in loops, select strategy in the drop-down menu. You can select between:

oPrevious owner - The owner is set to the owner of the activity in the previous loop.

oInbox - The owner is set to the inbox if specified in the task template, otherwise to the owner of the activity in the previous loop.

See also section Map a process to a task template.

 

Add a Decision to a User task

You can add manual Decisions to User tasks, which can then be used as conditions for determining the direction of the workflow in the process.

1.In the User task dialog, select the Decision tab.

2.Press Add decision .

3.Optionally, set a Name, ID and Description.

4.Enter the desired question that will be displayed for the performer.

5.Press Add answer option and fill in the desired ID and Text.

6.Press OK.

To select the decision as a condition in a sequence flow, see section Define the conditions of an Exclusive or Inclusive gateway.

In Organizer, the decisions are presented in the activity form on activities in a process driven workflow. You select the decision and then end the activity. For activities with added decisions, It is not possible to end the activity if no decision is selected.