Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Getting Started
  4. Adding Records
  5. Importing Bulk Data
  6. Working with Drafts
  7. Finding Records
  8. Editing Records
  9. Reviewing a Supplier
  10. Reviewing Multiple Suppliers
  11. Managing Suppliers
  12. Communicating with Suppliers
  13. Investigating Relationships
  14. Creating Supplier Profiles on the Supplier Portal

Assigning Tasks

Assigning Tasks

Assign tasks to users who can work on the tasks. For example, you might want to assign tasks related to the Baker Foods record to a user with knowledge about the record.
  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.
    1. Click the
      Filters
      icon, and then add filters.
    2. In the search box, enter a search term, and then click the search icon.
  4. Select the check box beside the tasks that you want to manage.
    The
    Selected
    list appears.
  5. From the
    Selected
    list, select
    Assign
    .
    The
    Assign
    dialog box appears.
  6. From the
    Assignee
    list, select a user who you want to assign the tasks.
    The
    Assignee
    list contains the potential owners shared by all selected tasks. For more information, see Potential Owners.
  7. Optionally, add a comment.
  8. Click
    Assign
    .
The task panel updates. The tasks appear in the
My Open Tasks
tab for the assigned user. The user name of the assignee appears in the
Owner
field of the tasks.

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