Assigning and reassigning tasks as a campaign owner - 6.3

Talend Data Stewardship Examples

author
Talend Documentation Team
EnrichVersion
6.3
EnrichProdName
Talend Big Data
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task
Administration and Monitoring > Managing users
Data Governance > Assigning tasks
Data Governance > Managing campaigns
Data Governance > Managing data models
Data Quality and Preparation > Handling tasks
EnrichPlatform
Talend Data Stewardship
Campaign owners can use the Job properties in Talend Studio to automatically assigned the tasks to a data steward. Otherwise, once logged to Talend Data Stewardship they can assign or reassign the tasks in a specific campaign to any data steward part of the campaign.

Before you begin

  • A campaign owner has loaded the tasks in the campaign. For detail, see Talend Components Reference Guide.

  • A campaign owner has defined data stewards in the campaign.

  • You have accessed Talend Data Stewardship as a campaign owner.

Assigning tasks

Procedure

  1. In the home page, select MY CAMPAIGNS and point to the campaign which holds the tasks you want to assign. Click the icon that displays ().
  2. In the list of unassigned tasks, select a task or hold the Ctrl/SHIFT key and click to select multiple tasks and:
    • drop the selected tasks to a data steward in the left panel, or
    • use the ASSIGN TASKS TO field in the top left corner to search for the data steward to whom to assign the tasks and click , or

    • point to the data steward to whom to assign the tasks and click next to his/her name.

    You can use the data quality bar on top of the columns or the charts displayed in the right-hand panel to filter data and list only the task you want to assign to specific data stewards.
    The selected tasks are moved to the task list 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 him/her in the current workflow state.
  3. In the panel to the left, either:
    • click UNASSIGNED TASKS in the top left corner to go back to the list of unassigned tasks and repeat the above steps to assign tasks to another data steward, or
    • click the name of a data steward to view the tasks assigned to him/her and reassign them to another data steward.

Reassigning tasks

Campaign owners can reassign tasks between the data stewards part of the campaign.

Procedure

  1. In the MY CAMPAIGNS page, point to the campaign which holds the tasks you want to reassign and click the icon that displays ().
  2. In the left-hand panel, click a data steward to display the list of all the tasks assigned to him/her.
  3. Select one or multiple tasks from the list and in the left-hand panel:
    • use the Assign Tasks To field to search for the data steward to whom you want to reassign the tasks and click , or

    • point to the data steward to whom to reassign the tasks and click next to his/her name.

    You can use the data quality bar on top of the columns or the charts displayed in the right-hand panel to filter data and list only the tasks you want to reassign.
    The number of tasks which show under the user name in the left panel is the number of tasks assigned to the user within the campaign.

Results

The selected tasks are moved from the initial data steward to the new data steward.