Tasks Tables
The Tasks table on the home page displays work objects for which you are responsible, either as an owner or assignee. This table is meant to be a quick reference of your tasks and may not be comprehensive.
The Tasks tables available on the context-specific Tasks pages may contain all tasks in the context, not only the ones for which you are responsible. The view you choose on the table constrains the tasks you see.
The tasks tables contain several attribute columns. You can change the columns and sort the table.
The actions that appear depend on your access permissions and on where you are viewing the Tasks table. For example, certain actions appear when you view the Tasks table on a context tab that does not appear when you view the Tasks table on the home page.
Actions on Tasks Table
The following actions may appear on the 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 | ||
|---|---|---|---|
 Accept | Take responsibility for the task (row-level action). | ||
| Accept Tasks | Select a set of tasks and accept them in a single action (table-level action). | ||
 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. | ||
Complete Task | Click Complete Task to save your changes and submit your input. | ||
 Decline Tasks | Select a set of tasks and decline them in a single action (table-level action). | ||
 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 | Opens the Edit Multiple Plan Objects window, allowing you to edit selected work objects. You must have modify permission to edit objects. | ||
 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 Task window, allowing you to change the task attributes. | ||
 Edit Action Items | Download a set of action items into a Microsoft Excel spreadsheet to be edited. (Available only when ProjectLink is installed.)
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Edit Deadline | Row-level action to open the Edit Due Date window, allowing you to change the deadline. | ||
 Export Action Items | 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. (Available only when ProjectLink is installed.) | ||
 Import Action Items | Select to upload action item information from a spreadsheet edited in Microsoft Excel to a ProjectLink project. (Available only when ProjectLink is installed.) | ||
 Insert Activity Below | Opens the New Activity window, allowing you to define a new activity. The new activity displays below the selected object. | ||
Launch Task Assistant | Row-level action to open the Task Assistant, allowing you to insert comments and complete the task. | ||
 Notebook | Displays the Notebook table | ||
 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. | ||
Save | Click Save to save your changes. | ||
 Search Tasks | Searches for work objects.
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Subscribe | Row-level action to open the Subscribe window, allowing you to subscribe to certain events. | ||
 Track Work | Row-level action to open the Track Work window, allowing you to update the attributes of the task. | ||
 View Information | Displays the information page of the object.
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Actions on Tasks Table in Products
The following actions may appear from the Products 
> 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 | ||
|---|---|---|---|
| Accept | Take responsibility for the task (row-level action). | ||
| Accept Tasks | Select a set of tasks and accept them in a single action (table-level action). | ||
Complete Task | Click Complete Task to save your changes and submit your input. | ||
 Copy | Select to place a copy of the work object on the Windchill clipboard temporarily, allowing you to create a copy in a new location using the Paste action. | ||
| Decline Tasks | Select a set of tasks and decline them in a single action (table-level action). | ||
| Delete | Row-level action to permanently remove the task from the Windchill database. | ||
| Discussions | Displays the Discussions table. | ||
 Download Template | Select to download a Microsoft Excel spreadsheet formatted for creating action items in a single file to be imported into Windchill. For more information, access the online help from the Action Items table. | ||
Edit | Row-level action to open the Edit Action Item window, allowing you to change the task attributes. | ||
| Edit Action Items | Download a set of action items into a Microsoft Excel spreadsheet to be edited. (Available only when ProjectLink is installed.)
| ||
Edit Deadline | Row-level action to open the Edit Due Date window, allowing you to change the deadline. | ||
| Export Action Items | 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. (Available only when ProjectLink is installed.) | ||
| Import Action Items | Select to upload action item information from a spreadsheet edited in Microsoft Excel to a ProjectLink project. (Available only when ProjectLink is installed.) | ||
Launch Task Assistant | Row-level action to open the Task Assistant, allowing you to insert comments and complete the task. | ||
 New Action Item | Select to create a new action item. For more information, see the help available from the New Action Item window. | ||
| Notebook | Displays the Notebook table. | ||
| 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. | ||
Save | Click Save to save your changes. | ||
| Search Tasks | Searches for work objects.
| ||
Subscribe | Row-level action to open the Subscribe window, allowing you to subscribe to certain events. | ||
| View Information | Displays the information page of the object.
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Actions on Tasks Table in Projects
The following actions may appear on the Tasks table on the Projects 
> 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 | ||
|---|---|---|---|
| Accept | Take responsibility for the task (row-level action). | ||
| Accept Tasks | Select a set of tasks and accept them in a single action (table-level action). | ||
| Assign Resources | Opens the Assign Resources window, allowing you to assign a resource to a task. | ||
Complete Task | Click Complete Task to save your changes and submit your input. | ||
| Copy | Select to place a copy of the work object on the Windchill clipboard temporarily, allowing you to create a copy in a new location using the Paste action. | ||
| Decline Tasks | Select a set of tasks and decline them in a single action (table-level action). | ||
| Delete | Row-level action to permanently remove the task from the Windchill database. | ||
| Discussions | Displays the Discussions table. | ||
| Download Template | Select to download a Microsoft Excel spreadsheet formatted for creating action items in a single file to be imported into Windchill. For more information, access the online help from the Action Items table. | ||
Edit | Row-level action to open the Edit Action Item window, allowing you to change the task attributes. | ||
| Edit Action Items | Download a set of action items into a Microsoft Excel spreadsheet to be edited. (Available only when ProjectLink is installed.)
| ||
Edit Deadline | Row-level action to open the Edit Due Date window, allowing you to change the deadline. | ||
| Export Action Items | 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. (Available only when ProjectLink is installed.) | ||
| Edit Multiple Activities | Opens the Edit Selected Objects window, allowing you to change attributes. | ||
| Edit Multiple Tasks | Opens the Track Work for Selected Tasks window, allowing you to make changes. | ||
| Import Action Items | Select to upload action item information from a spreadsheet edited in Microsoft Excel to a ProjectLink project. (Available only when ProjectLink is installed.) | ||
| Insert Activity Below | Opens the New Activity window, allowing you to define a new activity. The new activity displays below the selected object. | ||
Launch Task Assistant | Row-level action to open the Task Assistant, allowing you to insert comments and complete the task. | ||
| New Action Item | Select to create a new action item. For more information, see the help available from the New Action Item window. | ||
 New Deliverable | Select to create a new deliverable. For more information, see the help available from the New Deliverable window. | ||
| Notebook | Displays the Notebook table. | ||
| 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. | ||
Save | Click Save to save your changes. | ||
| Search Tasks | Searches for work objects.
| ||
 Subscribe | Row-level action to open the Subscribe window, allowing you to subscribe to certain events. | ||
| Track Work | Opens the Track Work window, allowing you to make changes to the attributes. | ||
| View Information | Displays the information page of the object.
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Changing the Table View
You can limit the objects that display in the table by selecting an option from the view drop-down list immediately 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 Windchill Integration for Eclipse tasks completed by you. If you are accessing the Tasks table from a particular context, such as a product or project, you can also view tasks completed by other members of the context.
Icon | Assignment | 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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