Creating a Work List

This topic describes the procedure to create a work list.

A Work list is a container of the tasks processed in a work flow, case, or any other composite application and is displayed in the Process Platform Inbox. Teams are associated to a work list. Hence, users who are part of the teams assigned to a work list can view all the tasks assigned to their work list, can know the status of various tasks in their work list, and so on. Depending on their competencies or capacities they can claim the tasks in the work list. Once the task is claimed in the work list, it also appears in the personal tasks folder of the user, which contains all the tasks assigned to or claimed by the user.
Each work list has a manager, who uses these work lists to efficiently balance the workloads in the teams. They can monitor the work load on the team,and take the required actions, such as, reassigning the tasks to other users, transfer tasks across the work lists, add or remove teams or users to balance the work load.

1. Select a starting point and click to open the Work List editor. The Work List editor appears, displaying all the existing organization models on the Organization Units pane.
2. To add organization units, drag the required organization unit from the Organization Units pane onto the right pane of the Work List editor. Alternatively, if you are accessing the work list editor from Workspace Documents (My Recent Documents) view, click on the tool bar, select on the side bar, and drag the required organization unit from the Quick Access Menu that appears, onto the right pane of the Work List editor. The selected organization unit appears under the Units and Accesscolumn along with the roles associated to that unit.

   To list all the organization units associated to a root organization unit in the organizational model hierarchy, drag the root organization unit to the Units and Access column. The organization units that are not associated to any Organizational Model are displayed under Free Units folder in the Units and Access column.

3. To provide a role in an organization unit with manage permissions, click the check box under the Work List Managercolumn, against the corresponding role.

   The users assigned to this role and belonging to the associated organization units are called work list managers. They can perform several tasks, such as, assigning tasks to other users, forwarding tasks to other work lists, and so on.

4. Click on the toolbar.
   The work list is created.
   Right-click the work list and select Publish to Organization to use this work list in run-time. After publishing the work list is available as an artifact and can be selected from the business process property sheet or from the case model property sheet.