Task Views

A Task View is used to complete work that has been assigned to you.

Figure 1. Example of a Task View
Risk open in a task view showing sections, inline guidance, fields
You open a Task View from the following access points:
  • In a Grid View, you select an object and open it.
  • In a report, you click an object and open it.
  • In a Task View, you can open another Task View.
In a Task View, you can take the following actions:
  • Review information about the object.
  • Click Field guidance icon to view field guidance for fields in a section.
  • Click the Activity tab to view change history.
  • If it is displayed, click Watson Translator icon to translate values in text fields to the language associated to your locale. For more information, see IBM Watson Language Translator.

Depending on how the Task View is configured, you might also be able to take the following actions:

  • Use the inline guidance and user guidance to help you understand what you need to do.
  • Change information about the object.
  • Associate the object to another object.
  • Disassociate an object from another object.
  • Create objects.
  • Delete objects.
  • If Select an action to validate is displayed in user guidance, you can check whether an action would pass validation before you complete the action.
  • Choose an action, for example, Approve or Reject, to complete the task.
  • Use Watson™ Moments to help you make object associations.
  • Add a comment (reason) when you choose an action, if a comment window is displayed. The comment can be required or optional.
  • View a tree structure that displays the object's relationship to other objects and navigate through the structure.
  • View information about the object in a chart and navigate into the chart.
  • View information about the object in a card or grid and navigate through to the objects in the card or grid.
  • View cards, grids, charts, and trees that are organized in tab groups. For more information, see Organizing relationship fields in tab groups.
  • Add file attachments. For more information, see Defining Task Views for file object types.
  • Open and edit Microsoft Office files, if configured. For more information, see Defining Task Views for file object types.