Take responsibility for the task (row-level action).

Select a set of tasks and accept them in a single action (table-level action).

Opens the Assign Resources window, allowing you to assign a resource to a task.

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 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.

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, so if the Accept Tasks action has resulted in unaccepted tasks being removed from the Tasks table of other assignees in the role, declining an accepted task would recreate the tasks 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 does not have any effect.

Row-level action to permanently remove the task from the Windchill database.

Displays the Discussions table.

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.

Row-level action to open the Edit Action Item window, allowing you to change the task attributes.

Download a set of action items into a Microsoft Excel spreadsheet to be edited.

Row-level action to open the Edit Due Date window, allowing you to change the deadline.

Opens the Edit Selected Objects window, allowing you to change attributes.

Opens the Track Work for Selected Assignments window, allowing you to make changes.

Select to upload action item information from a spreadsheet edited in Microsoft Excel to a project.

Opens the New Activity window, allowing you to define a new activity. The new activity displays below the selected object.

Select to create a new action item. For more information, see the help available from the New Action Item window.

Select to create a new deliverable. For more information, see the help available from the New Deliverable window.

Displays the Notebook table

Row-level action to open the Task Assistant, allowing you to insert comments and complete the task.

Row-level action to reassign the task.

Searches for work objects.

Row-level action to opens the Subscribe window, allowing you to subscribe to certain events.

Opens the Track Work window, allowing you to make changes to the attributes.

Displays the information page of the object.

Workflow Task

Part of an automated workflow procedure established by your administrator to efficiently accomplish a business objective.

Activity

An activity is a specific step within a plan that contains information, such as duration and effort.

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.

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.

Milestone

A milestone is an event with a deadline, which is tracked as part of a plan.

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.