Master Data Management

Add a Task

On the Task page, a Designer can register a web page created in the Content WebApp or a page in the platform as a task.

NOTE: Pages in the platform are limited to pages in the default WebApp. The default WebApp is set at the Category level. Refer to Create a Category for more information.

One or more tasks that have been added to the category can be added to a role. A particular task can only be added to a role once.

NOTE: Any Task pages that are of type Application must be registered on the dspConduct™ Task page. MDM does not create task pages with an Application type. These pages are created in the Content WebApp.

To add a task in MDM:

  1. Click Master Data Management > Design in the Navigation pane.
  2. Click the Tasks icon for a category.
  3. If no tasks exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Task page.

  4. Select the name of the page in the platform or the name of the page in the Content WebApp from the TASK ID list box.

    NOTE: This is the page where the task is performed.

  5. Select the task type from the TYPE list box.

    Task types are:

    • Application – Identifies tasks that gather, enter or makes changes to data using pages in the Content WebApp for preparation to send to the system(s) of record.
    • Display – Identifies tasks that can be viewed but cannot be changed.
    • Review – Identifies tasks that evaluate and review data, either approving or rejecting all changes made within the execution of a request.
    • Post – Identifies tasks that post data to a target system, after the Application and Review roles have been completed.
  6. Click Save.