Assigning and delegating tasks as a data steward - 6.5

Talend Data Stewardship Examples

author
Talend Documentation Team
EnrichVersion
6.5
EnrichProdName
Talend Big Data
Talend Big Data Platform
Talend Data Fabric
Talend Data Integration
Talend Data Management Platform
Talend Data Services Platform
Talend MDM Platform
Talend Real-Time Big Data Platform
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

Data stewards can assign new tasks to themselves or other data stewards part of the same campaign. They can assign tasks to other data stewards only if tasks are currently unassigned or assigned to themselves.

Data stewards can assign or delegate tasks to other data stewards to meet certain needs, for example to improve the distribution of workload across business users or because of expertise on a specific task.

Before you begin

Assigning tasks

Procedure

  1. In 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.
  2. On the menu bar, select Unassigned from the Assignment list.
  3. 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 assign, or select the tasks manually.

    For further information about the quality bar or the charts, see Filtering tasks.

  4. In the left-hand panel, either:
    • Point to the data steward to whom to assign the tasks and click next to his/her name, or

    • Use the Assign Tasks To field to search for the data steward to whom you want to assign the tasks and click .

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 him/her within the campaign.

Delegating tasks

The reasons to delegate tasks include the need of certain expertise to handle the tasks, a risk of failing to do the tasks by the appointed time or fast approaching vacations.

Before you begin

Tasks have been assigned to you.

Procedure

  1. In 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.
  2. Use the chart in the right-hand panel to filter and select a group of the tasks assigned to you and do one of the following:
    • In the panel to the right, click ROW > 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 next to his/her name.

    • Use the Delegate Tasks To field to search for the data steward to whom you want to assign the tasks and click next to his/her name.