Team Operations

The Role Assignments and Task Queue pages help a team understand who can receive work and where active work is waiting. Use them to resolve routing and workload questions; use My To-Do for your own actionable queue.

Review Role Assignments

Open Process Operations → Role Assignments to see the users assigned to each PROCESS role. Search for a user when you need to confirm all of their process responsibilities. A PROCESS role is specific to workflow routing and transition authorization; it is separate from the tenant role that controls access to the application.

Role membership can make role-assigned tasks visible and can permit transitions configured for that role. It does not override the process's current state, required work, conditions, or direct assignment rules.

If expected work is missing, verify that the user is active in the tenant, has the required PROCESS role, and is looking at a process in the state that creates the work. Also check direct assignments and active delegations.

Use The Task Queue

Open Process Operations → Task Queue to review active task demand across processes. Filter by design, state, or initiator to narrow the list, then open a process for its complete context. Clear the default initiator filter when you need to review work beyond processes you started.

Use the queue to answer operational questions such as:

• Which states contain the most open work?
• Which tasks are overdue or high priority?
• Is work routed to a role with no available member?
• Are several delayed tasks tied to the same design or dependency?

The queue shows where to investigate. Confirm the current owner, evidence, history, and available actions on the process before changing an assignment.

Choose The Right Workspace

When workload is uneven, first confirm that the routing matches the design. Reassign work only when accountability has actually changed, and preserve the reason in the process record.