Menu Path: Product Lifecycle Management Processing Lifecycle Task Management
View and manage product lifecycle management tasks and alerts.
Use Lifecycle Task Management to view product lifecycle management tasks assigned to your product lifecycle management team(s) and to view alerts for tasks.
Note Alerts are generated based on alert rules set up in Lifecycle Rule Entry.
Lifecycle Task Management also enables you to update data for the tasks and/or mark tasks as completed.
You can select to view tasks and alerts based on status or review status. You can filter displayed tasks by product lifecycle management team, alert rule, workflow type, workflow level, task name, reference number, or a range of dates. Additionally, you can filter by criteria specific to a selected workflow type and workflow level.
To manage product lifecycle management tasks:
If you want to only review open tasks and alerts, skip to step 4. If you want to specify task and/or alert statuses to review, clear the All Open Items check box.
Select whether you want to view tasks and/or alerts, and tasks with and/or without alerts.
Select the status of tasks and/or alerts to display.
If you want to display all the individual tasks (instead of the tabs/sections), select the Detail radio button.
Select whether you want to display reviewed or unreviewed tasks.
Select filter criteria for the tasks you want to display.
Click the Show Data button in the ribbon. The Results tab displays the tasks that meet the criteria you selected in steps 1 to 6.
Perform data entry for displayed tasks. If you selected the Detail radio button in step 4, click the Update button in the ribbon, enter data, and click the OK button in the ribbon to save the data. If you did not select the Detail radio button, double-click each task for which you want to enter data, and enter data in Lifecycle Task Completion.
Button |
Description |
Exit |
Click this button to close the Lifecycle Task Management window. |
Show Data |
Click this button to display task information on the Results tab based on the criteria selected on the Selection tab. |
Update |
Click this button to update task data and/or statuses on the Results tab. This button is only available if you select the Detail radio button on the Selection tab. |
OK |
Click this button to save changes to updated task data/statuses. This button is only available after you click the Update button in the ribbon. |
Cancel |
Click this button to cancel any changes you have made to task data/statuses. This button is only available after you click the Update button in the ribbon. |
Data Entry Tab |
Click this button to display Lifecycle Data Entry, which allows you to perform data entry for the selected task. This button is only available if you selected the Detail radio button on the Selection tab, the Results tab is displayed, and you have not clicked the Update button in the ribbon. |
Field or Button |
Description |
Select this check box to display both open tasks and open alerts. This check box is selected by default. |
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Select one of the following options:
These radio buttons are only enabled if you clear the All Open Items check box and select the Tasks Only or Both radio button for the Tasks/Alerts Display option. |
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Select one of the following options:
These radio buttons are only enabled if you clear the All Open Items check box and select the Tasks With Alerts or Both radio button for the Display option. |
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Select whether to display open, completed, or both open and completed tasks. These radio buttons are only enabled if you clear the All Open Items check box and select the Tasks Only or Both radio button for the Tasks/Alerts Display option. |
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Select whether to display open, closed, or both open and closed alerts. These radio buttons are only enabled if you clear the All Open Items check box, select the Tasks With Alerts or Both radio button for the Display option, and select the Alerts Only or Both radio button for the Tasks/Alerts Display option. |
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Select one of the following display options for data on the Results tab.
If you select the Detail radio button, you can update task data and/or statuses directly in the Tasks grid on the Results tab. |
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Select whether to display reviewed, unreviewed, or both reviewed and unreviewed alerts. These radio buttons are only enabled if you select the All Open Items check box, or if you select the Tasks With Alerts or Both radio button for the Display option, and select the Alerts Only or Both radio button for the Tasks/Alerts Display option. |
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Select this check box to display tasks or alerts assigned to all product lifecycle management teams. This check box is selected by default. |
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Enter a product lifecycle management team to display tasks or alerts assigned to the team, or click the Lookup button to select a team. This field is only enabled if you clear the All (Product Lifecycle Management Teams) check box. |
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Enter a product lifecycle management team name to display tasks or alerts assigned to the team, or click the Lookup button to select a team name. This field is only enabled if you clear the All (Product Lifecycle Management Teams) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product lifecycle management teams for which to display assigned tasks. After you select workflow teams, the check box to the right of this button is selected. This button is only available if you clear the All (Product Lifecycle Management Teams) check box. |
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Select this check box to display tasks assigned to all users. This check box is selected by default. |
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Enter a user to display tasks assigned to the user, or click the Lookup button to select a user. This field is only enabled if the All (Assigned Users) check box is cleared. |
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Enter a user name to display tasks assigned to the user, or click the Lookup button to select a user name. This field is only enabled if the All (Assigned Users) check box is cleared. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select users for which to display assigned tasks. After you select users, the check box to the right of this button is selected. This button is only available if you clear the All (Assigned Users) check box. |
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Select this check box to display tasks created for all alert rules. This check box is selected by default. |
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Enter an alert rule for which to display tasks, or click the Lookup button to select a alert rule. This field is only enabled if you clear the All (Alert Rules) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select alert rules for which to display tasks. After you select alert rules, the check box to the right of this button is selected. This button is only available if you clear the All (Alert Rules) check box. |
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Select this check box to display tasks for all workflow types. This check box is selected by default. |
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Enter a workflow type for which to display tasks, or click the Lookup button to select a workflow type. This field is only enabled if you clear the All (Workflow Types) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select workflow types for which to display tasks. After you select workflow types, the check box to the right of this button is selected. This button is only available if you clear the All (Workflow Types) check box. |
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Select this check box to display tasks for all workflow levels. This check box is selected by default, and only enabled if you clear the All (Workflow Types) check box. |
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Enter a workflow level for which to display tasks, or click the Lookup button to select a workflow level. This field is only enabled if you clear the All (Workflow Levels) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select workflow levels for which to display tasks. After you select workflow levels, the check box to the right of this button is selected. This button is only enabled if you clear the All (Workflow Levels) check box. |
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Select this check box to display all tasks that meet the filter criteria. This check box is selected by default, and only enabled if you clear the All (Workflow Levels) check box. |
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Enter a task to display, or click the Lookup button to select a task. This field is only enabled if you clear the All (Tasks) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select tasks to display. After you select tasks, the check box to the right of this button is selected. This button is only enabled if you clear the All (Tasks) check box. |
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Select this check box to display tasks for all reference numbers (product codes, product lines, etc.). This check box is selected by default, and only enabled if you clear the All (Workflow Types) check box. |
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Enter a reference number (product code, product line, etc.) for which to display tasks, or click the Lookup button to select a reference number. This field is only enabled if you clear the All (Reference Numbers) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select reference numbers for which to display tasks. After you select reference numbers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Reference Numbers) check box. |
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Select this check box to display tasks for all workflow definition codes. This check box is selected by default, and only enabled if you clear the All (Workflow Levels) check box. |
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Enter a workflow definition code for which to display tasks, or click the Lookup button to select a workflow definition code. This field is only enabled if you clear the All (Definition Codes) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select workflow definition codes for which to display tasks. After you select workflow definition codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Definition Codes) check box. |
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Select this check box to display tasks for all product categories. This check box is selected by default, and only available if you enter Product Project in the Workflow Type field and Product in the Workflow Level field. |
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Enter a product category for which to display tasks, or click the Lookup button to select a product category. This field is only enabled if you clear the All (Categories) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product categories for which to display tasks. After you select product categories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Categories) check box. |
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Select this check box to display tasks for all product subcategories. This check box is selected by default, only available if you enter Product Project in the Workflow Type field and Product in the Workflow Level field, and only enabled if you clear the All (Categories) check box. |
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Enter a product subcategory for which to display tasks, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All (Subcategories) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product subcategories for which to display tasks. After you select product subcategories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Subcategories) check box. |
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Select this check box to display tasks for all reminder dates. This check box is cleared by default. |
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Enter the first date in a range of dates for which to display tasks, or click the drop-down arrow to select a date from a calendar. This field is only enabled if the All (Reminder Dates) check box is cleared. |
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Enter the last date in a range of dates for which to display tasks, or click the drop-down arrow to select a date from a calendar. This field is only enabled if the All (Dates) check box is cleared. |
Note The available options on this tab depend on the settings you select on the Selection tab.
Field or Button |
Description |
Select this check box to display tasks for all harmonization codes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a harmonization code for which to display tasks, or click the Lookup button to select a harmonization code. This field is only enabled if you clear the All (Harmonization Codes) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select harmonization codes for which to display tasks. After you select harmonization codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Harmonization Codes) check box. |
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Select this check box to display tasks for all product categories. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product category for which to display tasks, or click the Lookup button to select a product category. This field is only enabled if you clear the All (Product Categories) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product categories for which to display tasks. After you select product categories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Categories) check box. |
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Select this check box to display tasks for all product subcategories. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product subcategory for which to display tasks, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All (Product Subcategories) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product subcategories for which to display tasks. After you select product subcategories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Subcategories) check box. |
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Select this check box to display tasks for all products. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product code for which to display tasks, or click the Lookup button to select a product code. This field is only enabled if you clear the All (Products) check box. |
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Enter a product name for which to display tasks, or click the Lookup button to select a product name. This field is only enabled if you clear the All (Products) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select products for which to display tasks. After you select products, the check box to the right of this button is selected. This button is only enabled if you clear the All (Products) check box. |
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Select this check box to display tasks for all product lines. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product line code for which to display tasks, or click the Lookup button to select a product line code. This field is only enabled if you clear the All (Product Lines) check box. |
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Enter a product line name for which to display tasks, or click the Lookup button to select a product line name. This field is only enabled if you clear the All (Product Lines) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product lines for which to display tasks. After you select product lines, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Lines) check box. |
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Select this check box to display tasks for all product styles. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a product style for which to display tasks, or click the Lookup button to select a product style. This field is only enabled if you clear the All (Product Styles) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product styles for which to display tasks. After you select product styles, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Styles) check box. |
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Select this check box to display tasks for all product colors. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a color code for which to display tasks, or click the Lookup button to select a color code. This field is only enabled if you clear the All (Colors) check box. |
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Enter a color name for which to display tasks, or click the Lookup button to select a color name. This field is only enabled if you clear the All (Colors) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product colors for which to display tasks. After you select product colors, the check box to the right of this button is selected. This button is only enabled if you clear the All (Colors) check box. |
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Select this check box to display tasks for all product sizes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a size code for which to display tasks, or click the Lookup button to select a size code. This field is only enabled if you clear the All (Sizes) check box. |
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Enter a size name for which to display tasks, or click the Lookup button to select a size name. This field is only enabled if you clear the All (Sizes) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select product sizes for which to display tasks. After you select product sizes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Sizes) check box. |
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Select this check box to display tasks for all price classes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a price class for which to display tasks, or click the Lookup button to select a price class. This field is only enabled if you clear the All (Price Classes) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select price classes for which to display tasks. After you select price classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Price Classes) check box. |
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Select this check box to display tasks for all family price codes. This check box is selected by default, and only available for applicable workflow levels. |
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Enter a family price code for which to display tasks, or click the Lookup button to select a family price code. This field is only enabled if you clear the All (Family Price Codes) check box. |
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Click this button to display Lifecycle Rule Value List Selection, which allows you to select family price codes for which to display tasks. After you select family price codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Family Price Codes) check box. |
Field or Button |
Description |
This grid displays task information after you click the Show Data button in the ribbon. Note Depending on the options selected on the Selection tab, this grid may include rows for tasks and/or alerts. Alert rows include both alert and task information. You can view summary or detail task information in this grid. If you are viewing summary information, you can double-click a task to display Lifecycle Task Completion, which allows you to perform data entry for a task and/or mark a task as completed. If you are viewing detail information, you can click the Update button in the ribbon to allow you to update the task data and status directly in the grid, double-click a row to display Lifecycle Audit Trail Inquiry, or you can click the Data Entry Tab button in the ribbon to enter task data. This grid includes the following columns:
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This field displays the total number of displayed tasks. |