Actions on the My Tasks Table
The following actions appear on the My Tasks table on the home 
page, either as toolbar actions or row-level actions (specific to a particular object):
page, either as toolbar actions or row-level actions (specific to a particular object):Action | Description | ||
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 Accept | Take responsibility for the task (row-level action).
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| Accept Tasks | Take responsibility for one or more tasks.
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 Assign Resources | Opens the Assign Resources window, allowing you to search for existing resources or create a new resource to associate to the object.
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 Complete | Row-level action to mark the task complete. | ||
 Decline | Decline a previously accepted task (row-level action). The Decline action is the opposite of the Accept action and undoes it. If the Accept action has resulted in an unaccepted task being removed from the Tasks table of other assignees in the role, declining an accepted task recreates the task for those users. The recreation of a task only considers users currently in the role at the time of recreating the task. Declining a task before it has been accepted does not have any effect. | ||
| Decline Tasks | Select a set of tasks and decline them in a single action (table-level action). The Decline Tasks action is the opposite of the Accept Tasks action. It undoes the accept action. If the action Accept Tasks removes unaccepted tasks from theMy Tasks table of other assignees in the role, decline the accepted tasks to recreate them for those users. The recreation of tasks only considers users currently in the role at the time of recreating the tasks. Declining a task before it has been accepted has no effect. | ||
 Delete | Row-level action to permanently remove the task from the Windchill database. | ||
| Delete Deliverable | Row-level action to permanently remove the deliverable from the Windchill database. | ||
 Discussions | Displays the Discussions table. | ||
 Edit | Row-level action to open the Edit Action Item window, allowing you to change the task attributes. | ||
 Edit | Row-level action to open the Edit Deliverable window, allowing you to change the deliverable attributes. | ||
Edit | Row-level action to open the Edit Assignment window, allowing you to change the task attributes. | ||
 Edit and Export to Excel | Download a set of action items into a Microsoft Excel spreadsheet to be edited.
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 Edit Deadline | Row-level action to open the Edit Due Date window, allowing you to change the deadline. | ||
 Edit Multiple Assignments | Opens the Track Work for Selected Assignments window, allowing you to make changes. | ||
 Export to Excel | Select to download a set of action items into a Microsoft Excel spreadsheet for purposes other than editing. All action items displayed are available for download. | ||
 Import from Excel | Select to upload action item information from a spreadsheet edited in Microsoft Excel to a project. | ||
 Insert Activity Below | Opens the New Activity window, allowing you to define a new activity. The new activity displays below the selected object. | ||
 Notebook | Displays the Notebook table | ||
Open Task Assistant | Row-level action to open the Task Assistant, allowing you to insert comments and complete the task. | ||
 Reassign | Row-level action to reassign the task. | ||
| Reassign Tasks | Select a set of tasks and reassign them to another user. When you reassign a task, the reassigned status indicator  appears before the object name. For more information, see the Reassigning a Task help. | ||
 Search Tasks | Searches for work objects.
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Subscribe | Row-level action opens the Subscribe window, allowing you to subscribe to certain events. | ||
| Track Work | Row-level action opens the Track Work window, allowing you to update the attributes of the task. | ||
 View Information | Displays the information page of the object. |
Changing the Table View
To limit the objects that display in the table, select an option from the view drop-down list to the right of the table title. For example, one of the views available allows you to view completed tasks. Using this view, you can access tasks completed by you. If you are accessing the Tasks table from a particular context, like a product or project, you can also view tasks completed by other members of the context.
Icon | Task | Description | ||
|---|---|---|---|---|
 | Workflow Task | Part of an automated workflow procedure established by your administrator to efficiently accomplish a business objective. | ||
 | Change Task | A statement of work established in the implementation plan of a change notice. A change task can be viewed or modified in the context of the change notice.
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 | Activity | An activity is a specific step within a plan that contains information, such as duration and effort.
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 | Action Item | An action item is displayed on the Tasks table of the person designated to complete the action item. All action items for a particular project or program are displayed on the Tasks page of the Project or Program tab.
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 | Deliverable | A deliverable is a confirmable result of accomplished work, such as a design note or a working prototype. It is usually associated with a subject, such as a part or document.
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 | Milestone | A milestone is an event with a deadline, which is tracked as part of a plan.
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 | Summary Activity | A summary activity is a parent activity of several related children activities, milestones, or other summary activities. Only summary activities can contain other plan objects.
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