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. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Task Inbox

Task Inbox

A task is a request to participate in a review process. For example, you might need to approve a new record or review changes to a record.
You receive task notifications in the task inbox. By default, the task inbox displays the tasks based on the first quick filter. For example, if the first quick filter is My Open Tasks, the task inbox lists all your open tasks.
The following image shows the task inbox with the My Closed Tasks filter selected:
The task inbox diplays all the tasks that the user closed.
  1. Quick filters
  2. Column filter
  3. Refresh icon
  4. Table Settings icon
The following table describes the elements in the task inbox:
Inbox Element
Description
Filters
Filters the tasks based on the filter criteria. You can use the following types of filters alone or in combination:
  • Quick filters. Filters the tasks based on the predefined filter that you select.
  • Column filters. Filters the tasks based on the task properties that are visible in the list.
View All
Displays the details of all the listed tasks in the Task Manager.
Refresh icon
Updates the contents of the task inbox.
Table Settings icon
Opens a dialog box where you can configure the columns for each quick filter listed in the task inbox.
Task Title
A link that displays a short description of the review task. To review the record and take action on the task, click the task title. The task opens in the Task Manager and displays the associated record in the review panel. If your role permits it, you can edit the record from this view before taking action on the task.
ID
Instance ID of the review process that generated the task.
Type
Name of a people activity within the process.
Priority
Priority of the task. The task priority can be Low, Normal, or High. When generating tasks, the review process assigns the same priority to all tasks of the same type.
Due Date
Date the task is due.
The review process calculates a default due date based on the task creation date plus a predefined time period.
The due date of each task is prefixed with one of the following colored dots:
  • Green. Indicates that the task is not overdue.
  • Red. Indicates that the task is overdue.
  • Amber. Indicates that the task will be overdue in the next 24 hours.
Status
Status of the task can be Open or Closed. When the task status is Open, you can view the record associated with the task.
Owner
Name of the signed-in user.
Creator
Name of the user who created the task.
Creation Date
Date on which the user created the task.