Selecting an AgilePoint User Participant

To add an AgilePoint user as a participant for an activity, do the following.

Navigation

  1. In AgilePoint Envision, open a process template.
  2. Navigate to the Generic BPM stencil.
  3. Drag any AgileWork, and drop it on the process template.
  4. To view the entire list of properties, in the Design Tasks pane, click Show Properties.
  5. In the Participants field, click Add Participant.
  6. In the Name field, click the right arrow (>)

Instructions

  1. Log on to the AgilePoint Server, if required.
  2. Complete one or more of the user information fields, and click Search.
  3. In the results list, select the user you want.
  4. Click OK.