Adding, Editing, and Completing Tasks on Data Assets

In Data Catalog, you can create tasks for your data assets and assign them to users.

To add a new task

  1. On the Data Catalog menu, select Data Dictionary.

    The Data Dictionary screen appears.

  2. Select the name of a data source from the list.

    The Data Asset Details screen appears.

  3. Go to the Tasks tab.
  4. Click the Add Task button.

    The Add Task modal appears.

  5. Complete the fields. For more info, see Add Task Modal Reference.

Add Task Modal Reference



Field
Description
Task Name

Enter a name for the task.

Assignee

Select an assignee for the task.

Deadline

Select a deadline for task completion.

Description

Enter a description of the task.

To edit task details

  1. On the Data Catalog menu, select Data Dictionary.

    The Data Dictionary screen appears.

  2. Select the name of a data source from the list.

    The Data Asset Details screen appears.

  3. Go to the Tasks tab.
  4. Hover over the row for a task until the Context Menu icon Content Menu icon appears.
  5. Click the Context Menu icon.

    The Context menu appears.

  6. Select View Details.

    The Task pane appears.

  7. Hover over a field you want to edit until the Edit icon Edit icon appears.
  8. Click the Edit icon. All editable fields display.

    Editable task fields
  9. Make your changes.
  10. Click the Save button.

To add comments on a task

  1. On the Data Catalog menu, select Data Dictionary.

    The Data Dictionary screen appears.

  2. Select the name of a data source from the list.

    The Data Asset Details screen appears.

  3. Go to the Tasks tab.
  4. Select the name of a task to which you want to add comments.

    The Task pane appears.

  5. Add comments in the Comments field.

    Comments field
  6. Click the Add button.

To mark a task as complete

  1. On the Data Catalog menu, select Data Dictionary.

    The Data Dictionary screen appears.

  2. Select the name of a data source from the list.

    The Data Asset Details screen appears.

  3. Go to the Tasks tab.
  4. Hover over the row for a task until the Context Menu icon appears.
  5. Click the Context Menu icon.

    The Context menu appears.

  6. Select Mark as Complete. The task status changes to Closed.