Table of Contents


  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

Editing Task Details

Editing Task Details

You can edit the details of tasks, such as increasing the priority or changing the due date.
  1. Click
    Task Manager
    The task panel contains a list of tasks.
  2. To edit your assigned tasks, select
    My Assigned Tasks
    The task panel lists your assigned tasks.
  3. To edit all available tasks, select
    All Available Tasks
    The task panel lists all available tasks.
  4. Optionally, to find tasks to manage, use custom filters or search.
    • Click the
      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.
  5. From the
    list, select
    dialog box appears.
  6. Edit one or more of the following fields to change the task properties of the selected tasks:
    Task Title
    Enter a title that is more meaningful to you. A good title includes at least the name of the record and the change that initiated the review.
    Select a priority that reflects the urgency within the business to resolve this change.
    Due Date
    Select a due date that reflects the urgency within the business to resolve the change.
    Reassign this task to someone else.
    Only potential owners shared by all the selected tasks appear. For more information, see Potential Owners.
    File Attachment
    Attach files to provide additional information about the task. Attachments appear in the
    Task Details
    dialog box.
    File Attachment
    field is available only if the task supports attachments.
    Add Comment
    Add comments to explain edits to the task properties and to track questions and answers about the task. Comments appear in the
  7. Click
The task panel updates. You can view the edited task details in the
Task Details
dialog box for each task. Based on your changes, some tasks might not appear in the task panel.


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