Table of Contents

Search

  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 Panel

Task Panel

The task panel lists the details of the tasks. You can use the predefined filters to select the type of tasks that you want to view in the task panel.
When you open the Task Manager from the navigation bar, the task panel displays all the tasks. When you open a task from the task inbox of the
Home
page, the task panel displays only the details of the selected task.
The following image shows the task panel of the Task Manager:
The task panel diplays all the closed, claimed, and unclaimed tasks that are assigned to your user group.
  1. Quick filters
  2. Search
The following table lists the user interface elements of the task panel :
User Interface Element
Description
Quick filters
Filters the tasks based on the predefined filter that you select.
Use one of the following filters:
  • My Open Tasks
    .
    Shows your open tasks.
  • My Closed Tasks
    .
    Shows the tasks that you closed.
  • All Tasks
    .
    Shows all the closed, claimed, and unclaimed tasks that are assigned to your user group.
  • All Unclaimed Tasks
    .
    Shows all the unclaimed tasks that are assigned to your user group.
  • All Closed Tasks
    .
    Shows all the tasks that the users in your user group closed.
  • All Claimed Tasks
    .
    Shows all the tasks that the users in your user group claimed.
Search
Searches the displayed tasks for the specified text.
The following table lists the details that the task panel can display :
Task Detail
Description
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.
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.
Task Status and Due Date
Status of the task and the date the task is due.
Status of the task can be Open or Closed. When the task status is Open, you can view the record associated with the task.
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.
Owner
Name of the signed-in user.
ID
Instance ID of the review process that generated the task.
Submitted Date and Creator
Name of the user who created the task, and the date on which the user created the task.
If you and your colleagues require different task details, contact your MDM administrator. The MDM administrator can update the application to display the desired details.