Visualizing Task Loads

On the Reports page, the Task Loads section lets you view which user tasks in a process are accumulating too many tasks and potentially creating bottlenecks. By selecting the process of interest and adding other criteria, you can generate a heat map that color-codes user tasks according to how many pending tasks they have or how many tasks they've accumulated per day.

Generating the Heat Map

In the left pane, select the criteria you'll use to generate the heat map.

• Process: Select the process whose task loads you want to view. The heat map is useful only for processes that contain user tasks—it does not color-code other types of tasks.
• Version: Select the process version whose task loads you want to view.
• View: Select whether you want the colors and numbers shown to be number of currently pending tasks, or the average number of tasks accumulated per day.
  • If you select Tasks accumulated per day, you'll also get to select the date range that the average will be taken over.
• Threshold: Specify the upper and lower ends of the scale, in units of number of pending tasks or tasks accumulated per day. The user tasks with a heavy task load will be colored red, those with a moderate task load will be colored yellow-green, and those with a low task load will be colored green.

Example: A user task has 0.1 tasks accumulated per day over the selected date range. If Threshold is set to 0.1, this task will appear red on the heat map, as it is at the high end of the range. If Threshold is set to 0.2, the task will appear yellow-green. If Threshold is set to 1, the task will appear green.