Viewing workflow tasks

Workflows create tasks that ask users to provide input or to perform certain actions. You can view the tasks that are currently assigned to you in different locations, in different contexts.

Important 

In Collibra 2024.05, we launched a new user interface (UI) 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:

You can view all the tasks that have been assigned to you on the Tasks page.

To access the Tasks page, click the Tasks icon Tasks icon in the main menu.

To access the Tasks page, click the Tasks button in the main menu.

Task button in the Collibra main menu

A page with a list of your tasks is displayed by default. You can order the tasks alphabetically by clicking the column headers.

With the correct permission, you can do the following:

  • Consult all other open tasks, on the All Tasks page. This view shows all your tasks and tasks for other users, for which you have permission to view.
  • Cancel or reassign the tasks on the All Tasks page. When you cancel a task, you have to provide a reason in the dialog box that is displayed. After you have confirmed, the reason is shown as a comment on the corresponding asset page. You must not, in any way, complete tasks of other users.

An Error column displays an error message if the workflow task encountered an unexpected error.

If a task is part of a workflow that has been started for a specific resource, you can consult the task on the resource page.

On asset pages, the Tasks icon Tasks icon shows whether you have any tasks related to the asset you are viewing.

By default, the sidebar displays At a glance information about the asset. Unless you are accessing the asset page from the Tasks page or an email notification, select the Tasks icon to display the task in the sidebar. You can complete all task actions from the sidebar.

Tip 

The interface is different when the task sidebar option is enabled.

It is displayed in the sidebar:

Collibra workflow task in the sidebar

It is displayed right under the title bar:

Collibra workflow task in the task bar on a resource page