Working with running Plans

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Working with running Plans


Bizagi introduces a powerful and very dynamic capability that allows you to create ad-hoc plans, to help you control a series of on-the-fly activities directly from your Work Portal, as described at My Plans.

This section illustrates how end users work with appointed Plan's activities.


To learn instead about the options presented to the creator of a Plan (for instance to manage it so that he/she may close it, edit it, delete it or save it as a template), refer to Managing Plans.


Completing activities of a Plan

End users appointed to an activity of a Plan may complete the activity by submitting the form that represents such activity.

This is done by clicking Next, just as it would be done for a regular process activity:




However, there are further options aimed at working collaboratively in a Plan, so that end users have a holistic view of the running Plan and can rely on a shared repository to post comments, find relevant attachments, or track the significant events bound to that Plan.

This is done through the Plan's Case Folder, a feature described below.


Note that for Plans which are part of process activities, Bizagi displays the originating process activity while working on the Plan (labeled as Parent). The assigned user can as well directly work on the parent process activity form or just view the process activity form as non-editable.

To make it editable for the assignee to work on it, select the plan and tick the Allow Edition check-box at the bottom right of the properties section (applies only for plans created on existing cases):




To directly work on the parent process activity, the assignee must execute the plan selecting the Work on it button.




Then the assignee must select Work on process activity for the editable parent process activity form to appear.




If the Allow edition check-box was not ticked, when the assignee selects View process activity, the non-editable form appears:




Plan's Case Folder

Plans, just as ongoing cases have a Case Folder, where end users engage in conversations around the Plan and collaborate by adding documents, photo, or files overall, so that these are available at any time, even when the Plan has been closed.

The Case folder also presents a Timeline which displays all the Plan's activities in a chronological way.

This view links together all activities that have been launched, the list of people involved, and the date when they completed them.




These features are described below:



Start discussions by creating any number of topics in it.

Post your questions, post answers or include supplementary information that may be beneficial to other users working on the Plan.

Discussions can go on even when the Plan has been closed.




The following image shows how to participate in discussions:




1. New discussion topic: creates a new topic for the current Plan. When creating one, input:

oTopic title: The title that will be displayed as the number 3 of the image above.

oTopic description: The description that will be displayed as the number 7 of the image above.

oTags: Input tags which may relevantly identify what the discussion is about (create them by hitting Enter). Tags allow you to swiftly search for topics afterward.

2.Filter by: Enter tags to filter discussions. These tags should match those assigned to a discussion as defined upon creation.

3.Discussion title: The name that identifies that discussion. By default a General Discussion topic is always created with the Plan.

4.Post Message: A field to fill out with the message to post in the current discussion.

5.Attachment: Allows you to add files to the message to be posted.

6.Gear icon: Allows you to edit information posted.

7.Discussion description: The description given when creating the discussion to provide further illustration on its subject.

8.Messages: The list of messages posted for the discussion.

9.Delete Icon: Deletes the message from the discussion.


This feature and user interface works the same as with a case's discussion.

For more information on the feature and user interface, refer to Discussions.



Add relevant files to the current Plan so that these can be looked up by the whole team.

Use the Add files banner to upload attachments that will show up directly below:





Track the plan and view the activities that have been executed during the time frame in which the Plan has been opened, along with those which are still pending.

These activities are shown in chronological order, and you may easily identify those completed by looking at their completion date and while using an icon that is shaded gray.


Activities which are currently pending are those encircled by a light green mark:




Notice you may always search for a specific activity by typing its name at the search text box.