Access Tasks
Tasks hold the changes you make to master data until they are published. This article explains where to find the tasks assigned to you, how to pick up new ones, and how to open a task. See Tasks and Publishing for what tasks and workflows are.
Your tasks
Open the My Workspace tab above the navigation panel.
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My tasks lists the tasks assigned to you.
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Unassigned tasks shows how many tasks are assigned to your groups but not yet assigned to any user. From here, you can open these tasks or select Assign to me to pick one up.
All tasks
Open the Tasks tab above the navigation panel. Depending on your permissions, you see all tasks or only your tasks.
The Open tab shows the tasks with the status New or In progress, the Closed tab the tasks with the status Resolved or Discarded. For a task in progress, the task detail shows its workflow step instead, such as Draft or Waiting for publisher. Each task is listed with its identifier, type, name, affected entity, description, severity, creation time, and assignee.
You can sort the listing by ID, Severity, Status, Name, Created on, or Last change, and change which columns are shown and in what order, the same way as in the record listing. See Change the column layout.
View the task detail
Double-click a task in any of the listings to open its detail. Alternatively, select the task ID. While you are editing a record, select the task ID in the toolbar.
The task detail shows:
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Full task information, including the task description, status, severity, assignees, when the task was created and last updated.
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The records the task was created for.
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The drafts with the changes.
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Comments and task history.
Which sections you see depends on the task type. A generic task, for example, has no records.
The actions in the task detail toolbar move the task through the workflow. See Resolve Tasks and Work with Drafts.
View affected records
The Records section lists the records the task was created for. Records you add while working on the task appear only in the drafts.
To view one of the listed records, select the record ID or Open. This is available only if the record still exists.
To continue making changes to the record, select Edit, which opens the record in editing mode. See Add changes to a task.
Edit task information
To edit the task name, description, assignees, or severity (Low, Medium, High, or no severity), select the pencil icon in the upper-right corner of the task detail.
Once you are finished, select Save.
If configured, the description can include links to related information outside the MDM Web App. See Task configuration.
Editing a task might require special permissions.
Assign a task to a coworker
To hand a task to someone else, start editing the task and choose another user in Assignee or another identity provider role in Assigned group. A task can be assigned to a group and to a specific user at the same time. Which groups are offered depends on the Task Roles setting in your project. See Configuring Permissions.
Reassigning a task might require special permissions.
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