Completing a task from the Tasks page

Important 

In Collibra 2024.02, we've launched a new user interface (UI) in beta for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

On the Tasks page, the Your Tasks section contains a table with all of your active tasks.

Select one of the rows to display the task information in the sidebar. You can complete all task actions from the sidebar.

Tip You can click the name of the task or the related resource to view the task on the corresponding resource page.

On the My Tasks page, a table contains all of your active tasks.

To complete tasks from here, use one of the following options:

  • When you select one of the rows from the table, the task sidebar displays information about the selected task. Click one of the available buttons to complete the task.

    Workflow task preview pane

  • When you select a check box in front of a task, the actions that are possible for that task appear above the table. Click one of the available buttons to complete the task.

    Workflow tasks action button

  • When you select the check boxes of multiple tasks, only the common actions that are possible for the selected tasks appear above the table. Click one of the available buttons to complete multiple tasks at once.

    Tasks multi selection

    Note Although different tasks have similarly named buttons, the actions they perform might be different. In such cases, those buttons are not available above the table.

    Note  When there are no common actions for the selected tasks, only the Cancel button is available.

  • When you select the check boxes of multiple tasks and you must fill in a form to complete the tasks:
    • If the tasks are of the same type, you can complete the form and submit the same information for the selected tasks.
    • If the tasks are different, the task sidebar displays the number of tasks that are not qualified and you can only complete the qualifying tasks.