Actions on the Tasks Table in a Project or Program

Fundamentals > Managing Your Work > Managing Your Tasks > Tasks Tables > Actions on the Tasks Table in a Project or Program

The following actions may appear on the Tasks table on the Projects

> Tasks or Programs

> Tasks page, either as toolbar actions or row-level actions (specific to a particular object):

Action

Description

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

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.

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.

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

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, 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.

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 and Export to Excel

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

Only the action items for which you have modify privileges will be available.

Edit Deadline

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

Edit Multiple Activities

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

Edit Multiple Assignments

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

Import Action Items

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.

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

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

will appear before the object name. For more information, see Reassigning a Task.

Search Tasks

Searches for work objects.

This action is available only for context managers and administrators.

Row-level action to opens 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.

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 tasks completed by you. 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.
	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.

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