ThingWorx Navigate includes different types of role-based tasks. Some tasks allow users to access information such as parts lists and documents, while others, such as My Tasks, allow users to participate in processes such as the change request process.

You, the administrator, can tailor the ThingWorx Navigate user interface by role, so that users from each role only see relevant tasks and relevant information within each task. For more information, see Tailor a Collection of Tasks and Tailor a Specific Task.

The full list of out-of-the-box tasks is shown below together with a brief description for each task and a link to a video which provides more information on the task. All the videos are available on the PTC Learning Connector, where you can filter them according to release.

View Design Files allows the user to search and select a CAD document or a part and see its design files. The user can open individual files to view them or download a zip file containing all the files.

This video demonstrates how to use the task.

View Drawing allows the user to search and select a CAD document or a part and view its associated drawing file.

This video demonstrates how to use the task.

View & Measure in 3D allows the user to search and select a CAD document or a part and view it using the Creo View client. The user can also see measurements and comments on the CAD document or part.

This video demonstrates how to use the task.

View Part Properties allows the user to search and select a CAD document or a part and view its attributes.

This video demonstrates how to use the task.

View Parts List allows the user to search and select a CAD document or a part and view a list of parts it contains. The list is either single level or multi-level, depending on how the administrator has tailored the task. The user can select a part from the list to see its attributes and thumbnail. The user can also export the part list to a CSV file.

This video demonstrates how to use the task.

View Part Structure allows the user to search and select a CAD document or a part and view it in 3D. The 3D view is supported by the ThingView widget, which allows the user to explore the 3D view in various ways, including zooming in and out and isolating a specific part.

The user can also see a table showing all the parts in the part structure together with their attributes. To see more attributes and the thumbnail for a part in the structure, the user can select the part from the 3D view or the part structure table. The user can also export the part structure table to a CSV file.

This video demonstrates how to use the task.

View Document allows the user to search and select a document and view it. The user can download the document in its file format. They can also see the document thumbnail, attributes, and attachments, as well as download attachments individually or all together in a zip file.

This video demonstrates how to use the task.

View Document Structure allows the user to search and select a document and view it. The user can also see the document structure table and select a document from the table to view it and see its attributes.

This video demonstrates how to use the task.

My Tasks allows the user to see a list of change request review tasks that are assigned to them. The user can select a task to see more information about it and perform the following actions: Approve, Reject, Analyze, and Reassign. The user can also see attachments, affected items, and activity for the change request task.

This video demonstrates how to use the task.

Report a Problem allows the user to create problem reports. When reporting a problem, the user has ability to complete key fields like Short Description, Description, Context, Category, and Requested By, and the option to add attachments.

You, the administrator, must tailor the task in the Report a Problem tailoring page in order for the task to work properly. You can start the tailoring and save your work at any point, but the task will not work until you complete the tailoring for all required fields.

For information on troubleshooting this task in case of error messages, see the section Troubleshoot the Report a Problem Task in the topic Tailor a Specific Task.

This video demonstrates how to use the task.

Download Drawing Bundle allows the user to specify a set of parts or CAD documents and then download a zip file containing drawings for the CAD documents or parts in the set. The user can also download individual drawing files for any of the parts or CAD documents.

For a given part or CAD document, the drawing that is available for download is the drawing that is associated with the latest iteration of the latest revision of the part or CAD document.

This video demonstrates how to use the task.