In BRIX, you can limit execution times for tasks created within a business process, set up notifications for overdue tasks, and monitor employee performance discipline.
Let's look at how to do this using the Contract approval process as an example. We will set a time limit for review by a lawyer and configure a notification for the head of sales if the task is not completed on time.
Step 1. Configure task deadlines and overdue notifications
Time limits are specified in the settings of the graphic activity placed on the process diagram.
- In the Contracts app, click the gear icon next to its name and select Business Processes.
- Open the Contract approval business process in the designer. Process creation is described in detail in Example: Set up statuses and process monitoring.
- Double-click the Approval activity on the process diagram.
- In the window that opens, go to the Deadline tab and enable the task time limit option.
- Select the Exact time option and specify the period in days, hours, or minutes within which the user must complete the work.
- To respond promptly if a task is not completed on time, enable the Notification option and specify the employees who will receive the notification. You can add the current user, a context variable such as the process initiator, a user group, or an organizational chart item as a recipient.
- Save the activity settings. Settings for other tasks in the process are configured similarly.
- To apply the settings to subsequent process instances, save and publish the process again.
Step 2. Track task deadlines
Task deadlines can be viewed:
- In the Tasks workspace.
Here, table entries are marked with color indicators: yellow indicates a task with an approaching deadline, and red indicates an overdue task. Completion can be monitored by the user as well as their manager according to the organizational chart.
- On the Contracts app page.
If records are displayed as cards on a Kanban board, overdue tasks are highlighted in red, and a red dot appears on the card itself.
Step 3. Track task schedule compliance
Data on all overdue and timely closed tasks is automatically accumulated on the schedule compliance page. Statistics show employee efficiency broken down by month.
To view it, go to Company > Schedule Compliance. Personal metrics as well as data for subordinate employees are available here.
The system administrator can configure the minimum allowable percentage used to calculate task performance discipline.
What's next
Contract processing in the company is now automated: process participants will receive tasks, complete them taking time limits into account, respond to missed deadlines, and track each stage of work via the contract status.
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Useful articles:
- Create a task. How to view assigned tasks and monitor their deadlines.
- Schedule compliance. How to track general employee statistics on task completion.
- Example: Set up statuses and process monitoring. How to display overdue tasks in cards on a Kanban board on the app page.
- Quickly create a custom report in BRIX. How to display summary analytics for contract work in a table on a page.
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