Enabling end users to work on tasks

The end user console is a single pane of glass for end users to find knowledge articles, submit service requests, view the status of their requests, and work on action items assigned to them by managers or team leaders.

Single tasks from BMC Helix Business Workflows that are assigned to end users by managers or team leaders are called To-dos. To-dos are actions that end users must complete to achieve a common, bigger goal. End users can save time by viewing and completing their To-dos without moving away from the end user console.

Required license

DWP external users icon.png BMC Helix Digital Workplace Advanced and

BMC Helix Digital Workplace External users licenses

To-dos benefits

This capability provides the following benefits to end users and external users:

Managers or team leaders can assign To-dos to their reportees or colleagues.
Assignees receive a notification when To-dos are assigned so that they do not miss them.
Assigners of To-dos can see when the end user marks a To-do as complete.
Assigners and assignees can communicate with each other via comments to the To-dos.

Scenario: Viewing and completing end user assignments by using To-dos

Scenario

Sarah is a new employee being onboarded to Apex Global. She is a self-registered, external user of BMC Helix Digital Workplace. Bill is the hiring manager who assigns To-dos to her as part of her onboarding process.

How to-dos work.png

Scenario: Displaying To-dos in a studio page

As an administrator, you can add and configure the To-Dos event type in studio pages.

Scenario

Apex Global uses the studio capability to create a custom home page for the end users. Allen, the administrator, wants to make sure that Britney, an end user, can view the To-dos assigned to her.

Allen configures the To-do event type in the studio page and makes the studio page available for Britney.
Allen enables the To-do capability for end users.
Bill, who is Britney's manager, assigns To-dos to Britney to complete two mandatory training sessions and adds the due date.
Britney views the To-dos and marks them complete after taking the mandatory trainings.
Bill sees that Britney has completed the To-dos.

Displaying To-dos in a studio page workflow

The following image shows the workflow of To-dos associated with a case in BMC Helix Business Workflows and assigned to an end user in BMC Helix Digital Workplace:

Workflow_To-dos in DWP.png

Product	User	Action	Reference
BMC Helix Business Workflows	Case Business Analyst	Define a new template for To-dos. Define a task flow for To-dos.	To dos
BMC Helix Business Workflows	Case Agent	Associate the appropriate To-do template with the case.	Updating tasks and tracking progress
BMC Helix Digital Workplace	Administrator	Configure and enable the Business Workflows pluggable provider. Enable To-dos for end users and specify whether you want to display the priority of To-Dos. (Optional) If you want end users to receive email notifications when To-dos are assigned to them, configure the email notifications. (Optional) If you want to display To-dos for end users in a custom page, configure the To-do event in the relevant studio page. Ensure that you make the studio page available to end users and add it to the navigation menu.	List-of-providers Enabling-end-user-features Customizing-email-push-and-in-app-notifications Creating-pages-in-the-studio Making-studio-pages-available-to-end-users
BMC Helix Digital Workplace	End user (Assigner of To-Dos)	Submit service requests and assign To-Dos associated with the requests.	Submitting-service-requests

How assigned To-dos are displayed

After a manager or team leader assigns a To-do, the assignee (who can also be a self-registered user) can view the To-Dos in a card view and a list view.

To-Dos displayed in Card view in the My Activity page

To-Dos displayed in List view in the My Activity page

To-Dos in a studio page

After an end user marks a To-do as complete, it can be viewed in the Past events section.