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

Task Manager

Task Manager

Use the Task Manager to organize, claim, and resolve tasks that are generated by review processes.
You can also perform task administration actions, such as assigning, releasing, or editing tasks.
To go to the Task Manager, in the navigation bar, click
Task Manager
. Alternatively, you can click the title of a task from the task inbox in the
page. In this case, the Task Manager displays the selected task and the associated record.
The following image shows the Details View of the Task Manager with two tasks selected:
  1. Selected list
  2. Custom filters
  3. Quick filters tabs
  4. View
  5. Search
The following table describes the user interface elements of the Task Manager:
User Interface Element
Selected list
Performs task administration action on the selected tasks. To use the
list, select the check box beside multiple tasks.
You can perform the following task administration actions:
  • Assign
  • Release
  • Edit
  • Claim
  • Task actions, such as Accept, Reject, or Disclaim
The available task administration actions depend on your selected tasks and the ActiveVOS workflows.
Custom filters
Filters the tasks based on the filters that you select. To use custom filters, click the
icon, and then add filters.
You can use any combination of the following filters:
  • Business Entity
  • Hierarchies
  • Creation Date
  • Due Date
  • Owner
  • Priority
  • Task Title
  • Task Type
Shows the list of tasks in the Details View or List View. To toggle the views, use the
Details View
List View
icons in the Task Manager toolbar.
Quick filter tabs
Shows tasks based on the predefined filter criteria for the tab.
Use one of the following filters:
  • My Assigned Tasks. Shows your open assigned tasks.
  • My Closed Tasks
    Shows the tasks that you closed.
  • Available Tasks. Shows all unassigned tasks that are available to your user group.
  • All Assigned Tasks. Shows all the tasks that the users in your user group are assigned.
  • All Closed Tasks
    Shows all the tasks that the users in your user group closed.
  • All Tasks. Shows all the closed, assigned, and unassigned tasks that are available to your user group.
  • Tasks Created by Me. Shows the tasks that you created.
Searches the tasks for the search text.


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