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To dos

In BMC Helix Business Workflows, a to do is a type of task that is assigned to an end user to perform certain activities for a line of business. Based on the line of business, the task labels and categories for to dos can be assigned.

Information

Scenario

Ajay, a case business analyst, creates to dos and adds them to the task flow of the case for Britney, an end user, to complete certain onboarding activities. Britney views the to dos that are assigned to her in BMC Helix Digital Workplace Advanced, and works on them. 

Ajay sets one or more reminder notification for the to dos before or after the target due date so that Britney is aware that the due date of the to dos is approaching or has passed. He also creates a questionnaire in Digital Workplace Catalog and saves to the to dos template as the task dynamic data questions. 

Britney sees the reminder notification in her email inbox before the target due date, or after the target due date.  She can also view the questions in BMC Helix Digital Workplace Advanced and provide answers. 

The following capabilities are available in BMC Helix Business Workflows to ensure effective management of to dos:

23_3_1 todosCapabilities.png

Video: Overview of To dos

Watch the following video (4:19) to learn about To dos:

Play video icon.pnghttps://youtu.be/Jppi26GZPqc

Learn more about to dos

The following table lists the topics that provide more information about different concepts that are related to dos:

Action

Reference

Learn about new task template for to dos

Learn about new task flow in a case for to dos

Learn about adding to dos to a case

Related topics:

 

 

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BMC Helix Business Workflows 25.4