Brazos Portal Overview

Brazos Portal

Introduction

The Brazos Portal is a new approach to BPM end user task management. It includes several differentiating features:

  • Users can organize their work the way they want in Brazos Portal. This makes it easier to find the work you care about first, and to re-arrange work when it isn't presented the way you want. If the right filter isn't there already, create a new one on the fly. Our innovative filtering technology is also fast!
  • The TaskDrive let's users filter and find their work without typing into a search field. The visual and touch interface is key to effective use on a mobile device.
  • Brazos Portal adapts to the size of your browser or screen, so it works on any modern iOS or Android smart phone or tablet as well as your desktop.

Overview

Click the image below to display a larger version.

Brazos Portal Overview

Brazos Portal Overview with Filters

 

Live Demo and Tour

Do you want to try out the Brazos Portal before you install? Visit our interactive Brazos Portal Demo and Tour to give it a spin with nothing to download or install. Once you have Brazos Portal installed you can start a product tour in your local copy of the portal from the help menu.

Tutorial Video

Getting Started

Installing the Portal

Note: A system administrator will need to install the Brazos Portal on your BPM server - WAS Admin Console access is required.

  1. First you need to register for access to the Brazos Portal
    Note that part of the registration process gives you permissions to the Brazos Portal area of the BP3 Support Site. This gives you access to the download and install instructions linked below. If you have issues accessing the links after registration, please email support@bp-3.com for assistance.
  2. After you have registered and logged into the BP3 Support Site, the installation files can be download here
  3. Your BPM System Admin will need to follow the Brazos Portal Install Instructions from our support site.

Accessing the Portal

After installation, your Brazos Portal can be accessed by going to /brazos-portal on your server, i.e. https://your_server:9443/brazos-portal (port numbers may vary depending on your BPM install).

Adding Groups

Brazos Portal was built with the individual in mind. It will allow you to organize your work in a way that makes sense to you. When you first log in, you will see a single gray group called Unfiltered, which contains every tasks that is assigned either to you or a group you're a member of (it should match your task list that you see in the default IBM BPM Portal). Going forward, any tasks that doesn't fit any filter criteria will be placed in your Unfiltered group.

Let's start by creating a group by following these steps:

  1. Click the plus sign on your Unfiltered group.
  2. Enter a name in the Name field.
  3. Click the Add Filter Rule button.
  4. Choose Bpd Name from the Property combo box.
  5. Start typing the name of one of the processes that shows up in your inbox. Brazos Portal will help you by providing a list of values to choose from as you type.  
    Note: If you edit the autocompleted filter text and then use the tab key to move out of the field, your edit is lost. Clicking out of the field instead of using tab will retain your change.
  6. Once you have selected a name, click Save.

You should now see two groups: one with the name you entered and one called Unfiltered. Notice how the top group picks out any tasks that fit the filter criteria you set, and the rest end up in Unfiltered. You can continue to add as many groups as you want, but remember: no task will show up more than once in your inbox. That means if a task is in the top group, it will not show up anywhere else. You can re-order your groups by dragging and dropping them.

The next thing you'll want to do is customize the columns you see in your group columns by following these steps:

  1. Click on the gear icon of the group you just created.
  2. Examine the Display Metadata section of the screen. This is where you determine the columns that will appear in your group.
  3. We recommend that you keep leave the first column set to Task Subject, although you're free to change it.
  4. Try changing the second column to show a piece of business data associated with the process you chose earlier. This will help you to quickly identify the specific tasks you are looking for in your inbox.
  5. Choose another piece of data for the third column
  6. Click Save.

You should now see your group populated with useful data in the columns.

Task Drive

Now that you've got your groups set up, you should see some interesting activity in the Task Drive widget at the top of your screen. First, try typing in the Search box. This will search through all of the exposed metadata in your tasks, and filter your tasks at real time.

Whether you've typed in a search query or not, the Task Drive widget is a great way of visualizing the break-down of your tasks. The inner-most circle simply represents the groups you have defined. As you move away from the center, you will see additional break-downs of the metadata you chose for your columns. The order of the rings is determined programmatically by our engine. It is looking for common data elements among the tasks in that group. One common break-down would be task priority -- you might see sections for High, Normal, and Low in your task drive circle.

Try clicking on sections of the task drive widget. This will filter your task list below and make it easier to see the Task Drive break-down. Think of this as a way of narrowing in on the tasks you're looking for.

Date filter

You can change the date range of tasks displayed in the portal by clicking the black "footer" bar task summary box.  This will cycle through Today, Days (showing one week of Due tasks and one week of Completed tasks), Weeks (showing 8 weeks of Due tasks and 8 weeks of completed tasks), and Months (showing 12 months of Due tasks and 12 months of completed tasks).

Launching a service/process/dashboard

There are buttons located on the right side of the Task Drive that allow you to launch exposed services, processes, and dashboards.

Starting a task

Simply click on a task to run it.

Task/Instance details

Click the "i" button at the right of the task to open task/instance details.

Reassigning a task back to the group

You can reassign a task back to a group via the task details dialog.

Launching an ad-hoc task

If your process has ad-hoc tasks you can launch them via the task details dialog.

Browser Support

  • Firefox (latest ESR release recommended)
  • Chrome (latest version recommended)
  • IE10+
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