Adding Tasks

To improve productivity and collaboration, you can create tasks related to technical, business, and marketplace 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 and then click Browse <Asset_Type> . A list of assets appears.

For example, in the following image, a list of 20906 columns appears when you click the Columns card and then click Browse Columns on the Discover Assets dashboard.



2. 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.



3. Click Add Task.

A list of task types appears.



4. Click the required task type.

The Create New Task page appears.



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

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

6. 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.