Fundamentals > Managing Your Work > Managing Your Tasks > Task Information Page
  
Task Information Page
A task is a work object assigned to a user for completion.
The task information page is a collection point for information related to the task. The information page of a task is accessed by clicking the name of the task or the information icon on the Tasks table.
From the information page, you can perform actions on a task, as well as view the object attributes and any related information.
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Click the Save button to save your changes or the Complete Task button to save your changes and submit your input.
For an overview of information page functionality, see About Information Pages and Customizing Information Page Tabs.
Actions
Information pages contain a list of applicable actions in a menu in the upper left corner of the page. See Common Actions for a list of common actions available in Windchill. The availability of these actions depends on the status of the task, as well as your access to it. For more information about status indicators, see Object Status.
The following actions may be of particular interest for this object.
Action
Description
Accept
Takes responsibility to do the task.
Assign Resources
Opens the Assign Resources window, allowing you to search for existing resources or create a new resource to associate to the object.
Delete Deliverable
Removes the deliverable from the Windchill database.
Discussions
Displays the Discussions table, allowing you to work with existing discussions and to create new discussions
Edit Deadline
Opens the Edit Due Date window, allowing you to change the deadline.
Insert Activity Below
Opens the New Activity window, allowing you to define a new activity. The new activity displays below the selected object.
Open Task Assistant
Launches the Task Assistant, allowing you to insert comments and complete the task.
New Deliverable
Creates a new deliverable. For more information, see the help available from the New Deliverable window.
Notebook
Displays the Notebook table, allowing you to work with existing notebooks and to create new notebooks.
Reassign
Assigns the task to another user.
Track Work
Opens the Track Work window, allowing you to enter the percentage or hours of work completed for the selected task.
Tabs
The following tabs may be viewable on the task information page. You can customize the tabs that appear on each object information page to display the information most useful to you. For more information, see Customizing Information Page Tabs
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Administrators may have modified the tabs that are viewable to you.
Tab
Description
Details
The Details tab displays the attributes of the task. Use the Comments and other editable fields to complete your task. Click the Save button to save your changes or the Complete Task button to save your changes and submit your input.
See Object Attributes for a list of common attributes available in Windchill. The following attributes may be of particular interest for tasks.
• Subject—The identifier of the task includes the icon, object type, and the name of the object, including a link to the object.
• Instructions—The description of what is required to satisfy the task.
• Process—The name of the workflow process, including a link to the process in the Workflow Process Manager.
• Process Initiator—The name of the person who started the process. Clicking the name of the process initiator launches a new email in your email client, such as Microsoft Outlook, addressed to that user.
• Process Initiated On—The date the workflow process was started for this task.
• Assignee—The user that is supposed to complete the task. Clicking the name of the assignee launches a new email in your email client, such as Microsoft Outlook, addressed to that user.
• Role—Predefined role of the assignee
• Priority—Relative importance assigned to this process, entered when the workflow process started.
• Deadline—Date by which the task is to be completed.
• Status—Status of the task.
Related
The Related tab includes the following tables:
• Process Status
• Task History
• Notebook
• Discussions
Set Up Participants
The Set Up Participants tab includes the Set Up Participants table.
Ad Hoc Activities
The Ad Hoc Activities tab includes the Ad Hoc Activities table and is available when the activity type is ad hoc activity.
Template View
The Template View tab appears if your administrator has set the Workflow > Use task form template to generate the task details page preference. The tab includes the same tables as the Related tab, but also includes fields for completing your task.