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English
  • Supplier 360 10.5 HotFix 2
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Searchable Lookup Fields Overview
  9. Managing Record Versions
  10. Importing Bulk Data
  11. Reviewing a Supplier
  12. Reviewing Multiple Suppliers
  13. Managing Suppliers
  14. Broker Role for Supplier 360
  15. Communicating with Suppliers
  16. Investigating Relationships
  17. Creating Supplier Profiles on the Supplier Portal

User Guide

User Guide

Back Next

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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