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  • MDM - Customer 360 10.4 HotFix 1
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

User Guide

User Guide

Back Next

Assigning Tasks

Assigning Tasks

Assign tasks to users who can work on the tasks. For example, you might want to assign tasks related to the John Smith record to a user with knowledge about the record.
  1. Click
    Task Manager
    .
    The task panel contains a list of tasks.
  2. Click
    Available Tasks
    .
    The task panel lists all the unassigned tasks for your user group.
  3. Optionally, to find tasks to manage, use custom filters or search.
    • Click the
      Filters
       icon, and then add filters.
    • In the search box, enter a search term, and then click the search icon.
    For more information, see Finding Tasks.
  4. Select the check box beside the tasks that you want to manage.
    The
    Selected
     list appears.
  5. From the
    Selected
     list, select
    Assign
    .
    The
    Assign
     dialog box appears.
  6. From the
    Assignee
     list, select a user who you want to assign the tasks.
    The
    Assignee
     list contains the potential owners shared by all selected tasks. For more information, see Potential Owners.
  7. Optionally, add a comment.
  8. Click
    Assign
    .
The task panel updates. The tasks appear in the
My Open Tasks
 tab for the assigned user. The user name of the assignee appears in the
Owner
 field of the tasks.
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