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 Draft Records
  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

Claiming Tasks

Claiming Tasks

Claim tasks that you want to work on. This ensures that other users cannot work on the tasks while you work on them.
  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
      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 a task and review the task details, comments, and attachments.
    1. Click the
      tab, and then review the comments.
    2. Click
      Task Details
    3. Review the details of the task, such as the priority and due date.
    4. Download attachments in the
      File Attachments
    5. Click
  5. Repeat step 4 to find additional tasks that you want to claim.
  6. Select the check box beside the tasks that you want to manage.
    list appears.
  7. From the
    list, select
The task panel updates. The tasks appear in the
My Assigned Tasks
tab. Your user name appears in the
field of the tasks.


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