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Tasks

Tasks let you formally request updates to data asset metadata — such as descriptions or tags — and assign them to the right person or team. Tasks are tracked with a status and can be approved, rejected, or reassigned directly from the Inbox.

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Creat a Task

Tasks are created from the data asset page.

1. Click the request icon next to a Description or Tags field to open the Create Task form.

2. Fill in the following details:
   • Title — Auto-populated from the request type
   • Assignees — One or more users or teams responsible for resolving the task
   • Description or Tags — The proposed update, with a diff view showing current vs. new value
   
3. Select Submit to create the task.

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Managing Tasks in the Inbox

All tasks assigned to you or created by you are available in Inbox > Tasks. Use the filter tabs to scope the list:

• All — every task regardless of status
• Open (default) — tasks that still need action
• Closed — resolved or rejected tasks

Each tab shows a count badge. Selecting a task opens the detail panel on the right.

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Task Detail Panel

The detail panel shows:

• Status — current state of the task
• Assignees — who is responsible for resolving it
• Description — the proposed change with a diff view

Below the details, the activity timeline shows a full history of all actions taken on the task — approvals, rejections, reassignments, and comments.

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Acting on a Task

From the task detail panel, assignees can:

• Approve — accept the proposed change and close the task
• Reject — decline the request and close the task
• Reassign — transfer the task to a different user or team
• Comment — add a note to discuss the request further