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Delegating tasks as a data steward

Data stewards can delegate tasks to other data stewards part of the same campaign to meet certain needs, for example to improve the distribution of workload across business users or because of the need of certain expertise to handle the tasks or fast approaching vacations.

Data stewards can assign tasks to other data stewards only if tasks are currently unassigned or assigned to themselves.

Procedure

  1. Log in as a data steward.
  2. On the Tasks page, click the campaign which holds the tasks you want to delegate.
    A list of all the tasks assigned to you is displayed.
  3. Use the chart in the right panel to filter and select a group of the tasks assigned to you and do one of the following:

    • In the right panel, click Task > Assign tasks and use the two lists to decide what tasks to delegate to what data steward.

    • Point to the data steward to whom to delegate the tasks and click Assign the selected tasks to this user icon next to their name.

    • Use the Delegate Tasks To field to search for the data steward to whom you want to assign the tasks and click Assign the selected tasks to this user icon next to their name.

Parent topic: Approving data in a product catalog with a Resolution campaign
Parent topic: Managing contacts with a Merging campaign
Parent topic: Matching pairs of records with a Grouping campaign

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