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  • MDM - Customer 360 10.4 HotFix 3
  • 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 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

User Guide

User Guide

Back Next

Claiming a Task

Claiming a Task

Multiple users can share the same reviewer role. To work on a task, you must claim the task to ensure that other users cannot work on the task while you work on it. Before you can claim a task, check for comments or attachments.
  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. Select a task that you want to claim.
    The record appears in the review panel.
  4. Optionally, review the task details, comments, attachments.
    1. Click the
      Comments
       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
       section.
    5. Click
      Cancel
      .
  5. Click
    Claim
    .
The task panel updates. The task appears in the
My Assigned Tasks
 tab. Your user name appears in the
Owner
 field of the task.
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