Working with Stories and Analytic Applications Linked to Calendar Tasks

Access your story or analytic application from the calendar or an email notification, and finish your work from within the story or analytic application.

Context

Stories and analytic applications integrated directly in the calendar make it easier to finish tasks and get an overview of your data.

Note

You can only access stories and analytic applications attached to tasks, not to processes.

Procedure

  1. There are a few ways to access stories and analytic applications from the calendar:
    • You can access stories and analytic applications by selecting your file under Work Files in the Details panel. Typically, creators or owners of a task choose this option.
    • If you're the assignee or the reviewer of a task, you can access stories and analytic applications directly through the email you got when the task was activated.
    Note

    If you have set filter values in the model you added as context to your task, these same filters will apply to your story and analytic application.

    Note

    When accessing analytic applications, your application will be displayed in view mode.

  2. Once you've entered the story or the analytic application, you can proceed in different ways:
    • In the story or the analytic application, you can find a task menu bar. If you hover over the task title, information on the task that belongs to the story or the analytic application will pop up. You can now choose to work in your task.
    • If multiple tasks link to the same story or analytic application, a dropdown menu appears displaying your open tasks. You can work on your task.
    • When you select Details, the Details panel for the task opens. You can enter your progress by changing the percentage values. Additionally, you may add your personal notes in the Private Memo. Text that you enter in the memo will only be visible to you.
    • In the Details panel, you can go back to the calendar by clicking (View in Calendar). This is helpful in case you'd like to chat with the people involved in the task, or add more files. You can also forward your task to someone else by changing the assignee of the task.
  3. If you're assigned to a task with links to multiple stories or analytic applications, you'll get a link to access the calendar, instead of the story or the analytic application. The task opens in the Details panel. Under Work Files, you can choose which story or analytic application to work on.
  4. Finish your task.

    • If you have finished your work as an assignee, click Submit.

      • If the task has a reviewer, the reviewer gets a notification that the task is open, and the other assignees get a notification that the task is completed.

        If the task has no reviewer, the involved users get notified that their task has been accomplished.

    • If you don't want to work on the task as an assignee, click Reject.

      Owners, other assignees, and reviewers get notified that the task is canceled.

    • If you have finished your work as a reviewer, click Accept.

      • If the task has one review round, the owner gets a notification that the task is accomplished.

      • If the task has multiple review rounds, the reviewers of the next round are informed that the task is open now.

      • If the task has multiple review rounds and this was the last review round, the owner gets a notification that the task is accomplished.

    • If you disapprove the work of the assignees as a reviewer, click Resend.

      The assignees get notified that their task has been reopened and they can keep working on the task.

    Your task will disappear from the task menu bar.

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