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Assigning tasks as a data steward

Data stewards can assign new tasks to themselves or other data stewards part of the same campaign.

Procedure

  1. Log in as a data steward.
  2. On the Tasks page, click the name of the campaign which holds the tasks you want to assign.
    A list of all the tasks assigned to you is displayed.
  3. On the menu bar, select Unassigned from the Assignment list.
  4. Use the data quality bar on top of the columns or the charts displayed in the right panel to filter data and list only the tasks you want to assign, or select the tasks manually.
  5. In the left panel, do one of the following:

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

    • Use the Assign 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.

Results

The selected tasks are moved to the dashboard of the data steward. The number of tasks which show under the participant name in the left panel is the number of tasks assigned to them in the campaign.
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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