Task perspective

A Task perspective allows you to organize and act upon tasks assigned to you. Both the table and details views are available for task perspectives.

For more information on how you can organize your tasks, refer to Customizing perspectives.

Available Actions

When selecting one or more tasks from within the perspective a number of actions are made available from the toolbar:

• Submit - This action submits the selected task(s) to the next state of whichever workflow it is in.

• Add to workflow - This action adds the selected task(s) to the desired workflow.

• Business action - This action applies the desired business action to the selected task(s).

• Assign - This action assigns the selected task(s) to the desired user.

• Inspect - This action allows you to inspect the details of selected references.

• Export - This action creates an export of the selected task(s).

• Add to collection - This action adds the selected task(s) to the desired collection.

• Approve - This action submits the selected product or products for approval.

• Master product - This action manages master product families and allows users to move objects into them.

• Categorize - This action moves objects to another location in the applicable hierarchy.

For more information, refer to Managing tasks.

For more general information on how these Toolbar actions function, refer to Toolbar.