Administering and Monitoring Business Processes 10.5 | Administering and Monitoring Business Processes | Working with webMethods Business Console | Non-Admin User Reference
 
Non-Admin User Reference
The operations you can perform in Business Console depends on the access and the functional privileges assigned to you.
To...
Navigate to...
Do...
View the unaccepted tasks
Masthead
Click .
View the tasks expiring today
Masthead
Click .
View case types, process types, and task types
What’s Happening Now > Work Stream
View case instances grouped by case type
What’s Happening Now > Work Stream
Click on the case type bar.
View case instances grouped by saved search (keylinks)
What’s Happening Now > Work Stream
Click on the case type bar to view the customized keylinks.
Customize case keylinks (using saved searches)
What’s Happening Now > Work Stream
Select the Customize Keylinks option on the case type bar and configure the keylinks. See Customizing Case Keylinks.
Search for cases in case list
What’s Happening Now > Work Stream
1. Expand the case type bar.
2. Use the search field to search cases. See Searching for Case Instances.
Configure case instances
What’s Happening Now > Work Stream > Case List
Click Settings.
View case instance details such as attachments and comments.
What’s Happening Now > Work Stream > Case List
Click the case number of the case instance and select the Summary tab.
View business data of case instance
What’s Happening Now > Work Stream > Case List
Click the case number of the case instance and select the Business Data tab.
Add comments to a case
What’s Happening Now > Work Stream > Case List > Summary or What’s Happening Now > Activity Stream
1. Type the comment for the case.
2. Click Post.
View/hide attachments of a case
Work Stream > Case List > Case Detail
Click on the vertical side on the case details page.
View/hide task instances belonging to a case
Work Stream > Case List > Case Detail
Click on the vertical side on the case details page.
View/hide the activities of a case
Work Stream > Case List > Case Detail
Click on the vertical side on the case details page.
View/hide process instances belonging to a case
Work Stream > Case List > Case Detail
Click on the vertical side on the case details page.
View/hide hours logged for a case
Work Stream > Case List > Case Detail
Click on the vertical side on the case details page.
View process instances grouped by status (Keylinks)
What’s Happening Now > Work Stream
1. Click on the process bar to view the keylinks
2. Click on the keylink pertaining to the status of process instances you want to view.
Filter process instances
What’s Happening Now > Work Stream
1. Click on the process bar to view the keylinks.
2. Click on the keylink pertaining to the status of process instances you want to view.
3. Search and view the process instances in the process list.
View process instance details
What’s Happening Now > Work Stream
1. Click on the process bar to view the keylinks.
2. Click on the keylink pertaining to the status of process instances you want to view.
3. Search and view the process instances.
4. Click on the custom ID link corresponding to the process instance, and view the process instance details in the process detail page.
View process diagram
Work Stream > Process List > Process Detail
Click the Diagram tab on the process detail page.
View/hide task instances belonging to a process
Work Stream > Process List > Process Detail
Click on the vertical side on the process detail page.
View/hide the activities of a process
Work Stream > Process List > Process Detail
Click on the vertical side on the process detail page.
View/hide attachments of a process
Work Stream > Process List > Process Detail
Click on the vertical side on the process detail page.
View task instances grouped by task type
What’s Happening Now > Work Stream
Click on the task type bar.
Create and start a task instantly
Instant Task tab on the left margin
Schedule task
Instant Task tab on the left margin or What’s Happening Now > Work Stream
Schedule task delegation
What’s Happening Now > Work Stream > Task List or Settings on My Inbox.
View task instances grouped by saved search (Keylinks)
What’s Happening Now > Work Stream
Click on the task bar to view the customized keylinks.
Customize task keylinks (using saved searches)
What’s Happening Now > Work Stream
Select the Customize Keylinks option on the task type bar and configure the keylinks. See Customizing Task Keylinks.
Search for tasks in task list
What’s Happening Now > Work Stream
1. Expand the task type bar.
2. Use the search field to search tasks. See Searching for Task Instances.
Create and use to-do lists
What’s Happening Now > Work Stream
Configure task instances
What’s Happening Now > Work Stream > Task List
Click Settings.
View mandatory child tasks
What’s Happening Now > Work Stream > Task List
Use Configure Columns settings to display the Is Mandatory column details in the task list.
View task instance details such as tags, attachments, comments, experts, and audit information of a task
What’s Happening Now > Work Stream > Task List
Click the task ID link of the task instance and select the Summary tab.
View business data of task instance
What’s Happening Now > Work Stream > Task List
Click the task ID link of the task instance and select the Business Data tab.
Change task priority
What’s Happening Now > Work Stream > Task List > Summary
Select the priority from the drop-down list.
Tag tasks
What’s Happening Now > Work Stream > Task List > Summary
Type the new tag in the Tags field.
Create an instant task
What’s Happening Now > Work Stream > Task List or What’s Happening Now > Activity Stream
Click Create Instant Task option.
Add comments to a task
What’s Happening Now > Work Stream > Task List > Summary or What’s Happening Now > Activity Stream
1. Type the comment for the task.
2. Click Post.
Add attachments to a task
What’s Happening Now > Work Stream > Task List > Summary or What’s Happening Now > Activity Stream
1. Select the task instance in task list, and type your comment for the task.
2. Click Add Attachments.
3. Click Attach.
Reply to a comment, email the user who commented for a task, or delete a comment
What’s Happening Now > Activity Stream
Endorse users for a task
What’s Happening Now > Work Stream > Task List > Summary
Visualize task data and analyze task activity
What’s Happening Now > Task Activity
View user profile, roles, and group memberships
Update Profile option in the administration menu
Edit user profile
Update Profile option in the administration menu
View and filter trending information related to tasks on social media
What’s Happening Now > Twitter Stream
Network with task experts
What’s Happening Now > Task Experts
Filter and view tasks, accept tasks, delegate tasks, or remove delegation from tasks in your task inbox
Task Inbox tab
Customize task list in Work Stream and Task Inbox
What’s Happening Now > Work Stream > Task List or Task Inbox > Task List
Click Settings and use the Configure Columns option and select the columns to be displayed.
You can also include the business data fields to Task List.

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