The Tasks Inbox is a centralized location where you can view all tasks that are assigned to you.
To access the Tasks Inbox page, click the Tasks Inbox icon at the top of each page.
The following image shows the Tasks Inbox page:
On the Tasks tab, you can view all the tasks for which you are assigned as a stakeholder. You can claim the tasks that you want to work on. However, you don't need to claim a task to perform actions on it. Additionally, you can unclaim a task you previously claimed to release yourself from its responsibilities. For more information about how you can perform actions on a task, see Participating in a workflow.
Overview section
In the Overview section, you can view metrics that pertain to the tasks in the selected tab. In this section, you can view the following metrics:
- Priority. A graphical representation of the total number of tasks categorized by priority levels, Low, Medium, High.
- Event Type. A graphical representation of the total number of tasks categorized by the event type.
- Due Date. A graphical representation of the total number of tasks, categorized by whether they are within their due date or past the due date.
To hide the Overview section, open the Action menu and click Hide Overview.
Tasks section
The Tasks section lists the tasks that pertain to the selected tab. The following table describes the properties that you can view on the Tasks grid:
Property
Description
Priority
Priority level of the task. The levels can be, Low, Medium or High.
Name
Name of the task.
Event Type
The event type of the task. This property can have one of the following values:
- Approval Request for Create. Task pertain to creation of new assets.
- Approval Request for Change. Task pertains to any proposed changes to existing assets.
Asset Type
Type of the asset for which the ticket is created.
Due Date
Date by which the participant should complete the current task.
Description
Description of the ticket associated with the task.
Created Date
Date on which the task is created.
Task Owners
The user that has claimed the task.
If no user has claimed the task, the Task Owners field displays all uers that are eligible to claim the task.
To view more details about a task, click the task. The following table lists the tabs that you can view for a task that you select on the Tasks grid:
Tab
Description
Asset Details
Details of the asset for which the workflow was created. You can view the following properties in the Asset Details tab:
- Name. Name of the asset.
- Description. Description of the asset.
- Participants. Details of the user that created the ticket and the latest user that updated the ticket.
- Stakeholders. Details of the users that are assigned as stakeholders for the asset.
Task Details
Details of the selected workflow task. You can view the following properties in the Task Details tab:
- Overview. An overview of the task.
- Role. The user roles of the stakeholders of the task.
- Stakeholders. Details of the users that are assigned as stakeholders for the task.
The task is assigned a maximum of 20 stakeholders of a specific role, including individual users and user groups. For example, if the roles Data Governance Owner and Data Steward are assigned as stakeholders of a task, the task can be assigned a maximum 20 stakeholders for each role.
Ticket Details
Details of the ticket that is associated with the workflow. You can view the following properties in the Ticket Details tab:
- Overview. An overview of the ticket.
- Resolution. Indicates whether or not the ticket is resolved.
- Stakeholders. Details of the users that are assigned as stakeholders for the asset.
- Workflow Overview. A pictorial representation of the workflow that is associated with the ticket.
- Workflow Timeline. A summary of the progression of events in the workflow.
Changes
A summary of the changes made to the asset as part of this ticket. You can view the following properties in the Changes tab:
- Field. An attribute of the asset.
- Original Value. The current value assigned to the attribute.
- New Value. The new value assigned to the attribute
Comments
The comments that are added while performing an action on the task and to the ticket that is associated with the task. The comments are visible only if you have access to the asset for which the ticket is created.
Use one of the following filters to specify the type of comments you want to view on the Comments tab:
- All. Show all comments added while performing an action on the task and to the ticket that is associated with the task.
- Comment Threads. Show only the comments that are added directly to the ticket. For more information, see Commenting on a ticket.
- Actions with Comments. Show only the comments that are added by a stakeholder while performing an action on the task. For more information, see Participating in a workflow.
- My Comments. Show only the comments that you added to the ticket that is associated with the task.
