Fundamentals > Managing Your Work > Managing Your Tasks > Tasks Tables > Actions on the My Tasks Table
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):
Action
Description
Accept
Take responsibility for the task (row-level action).
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If the activity has been classified as Any, other tasks for the same activity would be removed from the inbox of other assignees. If it is All, the other tasks are not removed. A status indicator displays indicating the task status.
Accept Tasks
Take responsibility for one or more tasks.
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If the activity has been classified as Any, other tasks for the same activity would be removed from the inboxes of other assignees. If it is All, the other tasks are not removed. A status indicator displays indicating the task status.
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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Valid only for activities and milestones.
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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Only the action items for which you have modify privileges are available.
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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This action is available only for context managers and administrators.
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.
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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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Change tasks are available only for products and libraries.
Activity
An activity is a specific step within a plan that contains information, such as duration and effort.
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Activities are available only for projects and programs.
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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Actions items are available only for projects and programs.
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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Deliverables are available only for projects and programs.
Milestone
A milestone is an event with a deadline, which is tracked as part of a plan.
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Milestones are available only for projects and programs.
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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Summary activities are available only for projects and programs.
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