Getting your organization ready to use business process decision trees via the Zingtree Task Manager is relatively simple.
Here’s an overview of the process:
- Setup your organization to use the Task Manager.
- Create your “agents”, and assign them to one or more Agent Groups.
- Create your decision trees for the workflows your agents will follow.
- Assign decision trees to your Agent Groups.
- Assign the steps in your workflows to your Agent Groups.
- End the workflows with Success or Failure.
Setting Up Agents and Task Manager
To enable your organization top use Task Manager, start by going to Account > My Agents. Select Task Manager for agent logins, like this:
Next, you’ll need to add agent logins – one for each person who will be using the system. Click Add One New Agent, the enter the agent’s name, a login (usually their email), a password, and what groups they are assigned to, like this:
The groups will be used later to determine who is allowed to act on each step of the workflow. In the above example, Joe Smith is assigned to the employee group.
Assigning Decision Trees for Agent Groups
Each tree you create can be assigned to one or more groups. Any agent in the assigned group can start a new project using that tree as a business process workflow. This is done via the Settings tool.
For example, if we want Joe Smith to be able to run a procurement process decision tree, we would assign that tree to the employee group, as follows:
- Select the tree from My Trees.
- Open the Settings tool.
- Under the Groups tab, enter the group or groups to assign to this tree.
Here we entered the employee group:
Be sure to click Update All Settings when finished!
Assigning Nodes to Agent groups
Each step in the business process workflow corresponds to a node in your decision tree. And just like trees, you can assign nodes to agent groups. This has the effect that only agents in that group can act upon a specific node.
Here’s how to assign a group or groups to a node:
- Edit the node.
- Go to the Groups tab, and enter the group or groups that are allowed to act on this node.
It will look like this:
Click Save Changes when finished.
Now, repeat this for the other nodes in your tree.
A project ends when you reach a node that has a “success” or “failure” result on it. You can set the result of the node as follows:
- Edit the node.
- Set the Result to Success or Failure, from here:
Tip #1: The name of the current task can be used as a variable in your tree. Just enter #task_name# where you want the name of the task to appear.
Tip #2: You can see the results and the groups for every node in a tree from the Simple Overview tool. Here’s a procurement tree with the Results and Groups highlighted:
Tip #3: For all your trees, you can see the Agent Groups allowed to start a project via My Trees. Like this: