Windchill Navigate includes different types of role-based tasks. You, the administrator, can tailor the Windchill 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.

Some tasks allow users to access or view information such as parts lists and documents. While other tasks, such as My Tasks, allow users to participate in processes such as the change request process, that is, contribute to that process Some tasks allow users to see Windchill data that can help them perform tasks on the factory floor. The tasks are thus categorized as follows:

Topics linked above provide a full list of tasks for the respective license type and a brief description for each task. You can also find tutorials and videos for some tasks on the PTC Learning Connector.