Adding Tasks

To improve productivity and collaboration, you can create tasks related to technical and business assets. These tasks may be to-do tasks, access requests, or issues. You can manage the task types via Action Center Settings.

To add tasks, follow these steps:

  1. On the Discover Assets dashboard, click the required <Asset_Type> card.

    2. A list of assets appears. Use the search box to find the required asset.

    For example, in the following image, a columns list appears after entering Claim Count as the search string and selecting Columns as the asset type.

  2. Click Add Task.

    3. A list of task types appears.

  3. Click the required task type.

    4. The Create New Task page appears.

  4. Enter appropriate values in the fields. Refer to the following table for field descriptions.

    5. Field Name

    Description

    Task is being created on Asset

    Specifies the asset for which the task is being created.

    For example, Column.

    With Task Type as

    Specifies the task type.

    For example, To-do Task.

    Name

    Specifies the name of the task.

    By default, it auto-populates with a name in the following format: <Asset_Type>_<Asset_Name>. You can edit it and rename the task.

    For example, Set Sensitive Classification.

    Description

    Specifies a description of a task.

    For example: Mark this asset as sensitive and classify as PII.

    Important

    Specifies whether the task is important

    Due

    Specifies the due date of the task.

    To set the due date, click .

    Assign Users

    Specifies the users assigned to the task. You can assign DI and BU users from the list.

    For a business asset, users with Data Governance (DG) assignment and the one who creates the task are assigned to the task by default.

    External user emails

    Specifies the email ID of external users.

    For example, chris.harris@quest.com
  5. Click .

The task is created and saved. To edit the task details and attach relevant documents, click . You can manage tasks via My Action Center.

Chat

Use the Chat tab to send messages to the assigned and external users of a task.

On the Chat tab, enter your message in the text box and use the following options:

    Assigned

    Use this option to send messages to the assigned users.

    External Users

    Use this option to send messages to external users.

Users are notified via Messaging Center.