Specifying Tasks That Should be Part of a Retain Familiar Group

Specify tasks that should be part of a Retain Familiar group using the right-click menu on the Process Editor.

Procedure

Select the user or manual tasks that you want to include in the group (use the Ctrl or Shift keys to select multiple tasks).
Right-click and select Resource Patterns > Create a Retain Familiar Group.
If you have not already done so, you must assign participants to the tasks.
The selected tasks are displayed on the Resources tab in the Properties view:

Note: To see other task groups, click the See all task groups(s) in the process link on the Resources tab. This displays the Task Groups tab for the process. This shows task groups of which this task is a member.

Subtopics

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