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

Finding Tasks

Finding Tasks

You can use quick filters, custom filters, or search in the Task Manager to find tasks to work on or manage. The task panel updates as you select quick filters, add custom filters, and enter search terms.
For example, you might want to find high priority tasks related to the Peter Smith record. To find these tasks, you might use the
Available Tasks
quick filter, add a custom filter for priority, and search for Peter Smith.
The following image shows an example of how you might find a task:
To use the
box in the Task Manager, your
Data Director
application with business entities must be configured to use Elasticsearch. Contact your MDM administrator to enable Elasticsearch and configure searchable fields.


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