Once you have set up your connection to ProcessPro in Microsoft Teams you will start receiving task and notification cards in the chat.
Tasks and Notifications
Below is a list of all the tasks and notifications you can receive in Teams:
Notifications:
Process/value stream/managed document is published
Change of ownership
Feedback is submitted
Process/value stream/managed document is deleted
Process/value stream/managed document is restored from deleted
Authors are changed:
Author deleted and not replaced
Author added when there is none
Author replaced with another user
Delete linked attachment
Delete linked process/value stream
Request for details completed by internal user
Request for details completed by an external user
Process/value stream/managed document reviewed
Tasks:
Reminder task allocated
Process/value stream/managed document approval request
Process/value stream/managed document review
Process/value stream/managed document taken offline (reinstate Managed document/process/value stream)
Process/value stream/managed document approval declined
Request for details to external user (task for the requestor)
Process/value stream/managed document acknowledgement
Create feedback with a user tagged
Reassign feedback
The tasks and notifications within ProcessPro will send a card as a corner pop up, similar to when receiving a message from a colleague. They will also appear in your chat with buttons to allow you to access your summary screens or open the associated process.
Go to Summary
When you click on the Go to Summary button, you will be taken to the summary screen of the specific item that you clicked on. For example, if you click on the button in the above screenshot, you will be taken to the task summary screen. The same works for the notification summary screen.
Open Process/Value Stream/Managed Document
When you click on the Open Process button, you will be redirected to the process that is associated to the card. If there is no process/value stream/managed document associated to the task, there will be no option to open.
If you are logged in to a different company to where the process is saved, you will receive a warning message that says:
Where Globex International is the company you are currently in and ProcessPro is the company where the process is saved.
If you are logged out of your instance, you will be requested to login again and click on the Open Process button again.
Search
In Microsoft Teams you can search for items the same way you would search on the summary pages within ProcessPro.
Simply add the word "find" before typing in what you are looking for and Teams will return all items that contain your phrase within your instance.
You can also click on the Search button in the "Here's what I can do" card to get a hint on how to search within Teams.
Support
Click on the Support button to access our help centre. Here you can access all the articles created to help you learn and understand the ProcessPro features.
We are aware that sometimes the ProcessPro logo may not appear in teams when in the chat, this is a known issue on Microsoft's side and we are moitoring fixes/updates regarding this.
For any issues, please reach out to the Support team.