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Manual Task Creation

If you detect a data quality issue, you can create a task and assign it to one or more team members.

When creating a task, you need to provide more context: choose the type of the task depending on the operation that needs to be performed, describe what needs to be done, define who is responsible for completing the task.

Data quality issues detection

To detect data quality issues, go to the record listing. In the column DQI (Data Quality Indicator), you can see an indicator that shows the quality of the record.

Record listing tab

  • Green indicator: The record is a trusted record.

  • Yellow indicator: The record has data quality issues.

  • Red indicator: The record has low data quality.

For records with data quality issues, the problematic attributes are marked red or yellow. For more information about data quality validation, see Getting Started, section Validations.

To fix the data issue reported, you can edit the record yourself. For more information about editing master data, see Editing Values.

You can also create a task and assign it to another team or a specific team member.

Create a task

How you create a task and what information is needed to create it depend on the type of operation that has to be done. Available task types are record change, manual match, matching proposal, create, and generic.

Record change

Use this task type to edit or delete records. You can create a single record change task from the record listing or the record detail tabs.

From record listing

  1. Choose a record from the list and select Create task. The record is now linked to the task.

    Selecting records from the listing

  2. Choose the Record change task type and select Next.

To create a record change task for multiple records:

  1. In the record listing choose several records that you wish to be edited in the task. Select Create task.

  2. Choose if you want to create one task for all the records selected or multiple tasks (one for each record). Select Next.

From record detail

  1. Select the row from the record list to see the details.

  2. On the record details tab, select Actions.

    Create task option in record detail

  3. In the menu that opens, select Create task.

  4. Choose the task type Record change and select Next.

Manual match

Use this task type to merge records. You can create a single manual match task from the record listing tab or from the compare view.

From record list

  1. Choose one or more records from the list and select Create task.

  2. Choose the Manual match task type and select Next.

From compare view

  1. Choose two or more records from the list and select Compare.

    Compare view

  2. On the compare view tab that opens, select Create task.

  3. Choose the Manual match task type and select Next.

Matching proposal

Use this task type to merge records. You can create a single or multiple matching proposal task from the matching proposal list or the matching proposal detail tab.

From matching proposal list

  1. Choose a matching proposal from the list and select Create task.

  2. Choose the Matching proposal task type and select Next.

To create a matching proposal task for multiple record pairs:

  1. In the matching proposals list, choose several matching proposals and select Create task.

  2. Choose if you want to create one task for all the proposals selected or multiple tasks (one for each pair). Select Next.

From matching proposal detail

  1. Double-click a matching proposal from the matching proposal listing. Alternatively, choose a matching proposal and select Open selected.

  2. Select Create task.

  3. Choose the Matching proposal task and select Next.

To create a matching proposal task for multiple record pairs:

  1. In the matching proposals list, choose several matching proposals and select Open selected.

  2. Choose matching proposals from the list and select Create task.

  3. Choose if you want to create one task for all the proposals selected or multiple tasks (one for each pair). Select Next.

Before creating the task with linked records (record change, manual match, and matching proposal), make sure that an identical or similar task does not already exist.

To do so, see if there is an unpublished tasks indicator on the record detail tab. This shows how many unpublished tasks are connected to the record.

If there are no tasks, you can create a new one. If there is a number near the icon, we recommend checking all the existing tasks first:

  1. Click the unpublished tasks icon.

  2. In the list that opens, select a task you want to check.

  3. In the task detail tab that opens, read the description of the task and make sure the task you wanted to create does not duplicate this one.

  4. If the existing task is identical or similar, consider adding a comment to the existing task rather than creating a new one.

Create

Use this task type to create a new record. You can create a create task from the record listing tab.

From record list

  1. Make sure no records are selected and click Create task.

  2. Choose the Create task type and select Next.

Generic

The generic task type refers to any type of task other than the ones previously listed. It does not require any linked records.

From Tasks

  1. Select Tasks or My tasks from the left navigation panel. Alternatively, select All tasks or My tasks from the Dashboard.

  2. At the top of the Tasks tab that opens, select Create task.

    Tasks tab

  3. Choose the Generic task type and select Next.

From My tasks

  1. In the My tasks section of the Dashboard, select Create tasks.

  2. Choose the Generic task type and select Next.

From record list

  1. Make sure no records are selected and click Create task.

  2. Choose the Generic task type and select Next.

Provide task information

After selecting Next, the procedure is the same for all task types.

In the window that opens specify the following options:

  • The task name.

  • The name of the workflow you want to use.

  • Severity of the issue that the task is about.

  • Description.

  • A group or a person that you want to assign the task to.

Create task window

You can edit the prefilled values that are applied by default if previously configured. For more information about default values and configuring tasks, see Configuring Tasks.

When you are finished, select Create task. Once the task is successfully created, a notification appears.

If you want to include a reference to an instance or a master record, you can do so by using the following expression when creating a task:

  • Instance: #INSTANCE.<entity_name>#<record_id>#. For example, #INSTANCE.party#37129#.

  • Master record: #MASTER.<master_layer_name>.<entity_name>#<record_id>#. For example, #MASTER.masters.party#38771#.

An example of a description provided when creating a task:

Task description example

After the task is created, the description looks as follows:

Task description in task detail

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