Non-Admin User Reference

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	See About 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	See Starting Tasks.
Schedule task	Instant Task tab on the left margin or What’s Happening Now > Work Stream	See Scheduling Tasks.
Schedule task delegation	What’s Happening Now > Work Stream > Task List or Settings on My Inbox.	See Scheduling Task Delegations.
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	See Using To-Do Lists.
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	See Collaborating Task Activities.
Endorse users for a task	What’s Happening Now > Work Stream > Task List > Summary	See Configuring User Endorsement Rating and Using Services for Business Process Guidance.
Visualize task data and analyze task activity	What’s Happening Now > Task Activity	See Task Charting and Analyzing Task Activities.
View user profile, roles, and group memberships	Update Profile option in the administration menu	See Viewing and Updating Your Profile.
Edit user profile	Update Profile option in the administration menu	See Viewing and Updating Your Profile.
View and filter trending information related to tasks on social media	What’s Happening Now > Twitter Stream	See Viewing Trending Information on Social Media.
Network with task experts	What’s Happening Now > Task Experts	See Networking with Task Experts.
Filter and view tasks, accept tasks, delegate tasks, or remove delegation from tasks in your task inbox	Task Inbox tab	See Managing Your Task Inbox.
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.