Tasks are action items associated with an analysis. A task can be part of a scenario, or it can stand alone. You can use tasks to track or follow up on actions that are performed frequently during analysis. The user who requests the action item assigns it to a task owner to complete.
To view tasks:
Access a list of tasks and their details from the following areas:
Home Page—Tasks section lists the number of tasks you are involved in that are overdue, assigned, requested, or deferred. Click a link corresponding to a task type to view a list of tasks for that type. For example, select Deferred to view all deferred tasks.
Navigation Panel—To access a list of tasks from the navigation panel, select Manage Tasks on the left side of the Planning Workbench. You can filter the tasks displayed by selecting an option next to View. For example, select Overdue to display overdue tasks. (To define a custom filter, select Custom Filters next to view.
Analysis Workbench—Tasks in the Analysis Workbench are associated with scenarios. To view the tasks associated with a scenario, select the scenario and review the tasks in the Tasks section.
Select a task name to view or edit the complete list of details:
Due Date—Task due date (Past due dates are displayed in red on the Home pages of the requestor and task owner.)
Status—Not Started, In Progress, Deferred, Waiting On Someone Else, or Completed
For newly created tasks, select Not Started. For tasks associated with scenarios, the requestor, task owner, and scenario participants can change the task status while the scenario is In Progress.
Owner—User who is assigned the task. The task name is displayed on the Home page of the task owner.
Comments—Additional information about the task and its progress
Send notification e-mail to—Notifies the task requestor, owner, or scenario participants when the task is saved