Comments and Tasks

1.  Click on the Add Comment option.

2.  Enter the body text of your comment.

3.  Add any attachments that may be required.

See Attachments for more information

4.  Open the Advanced Settings if they are required.

From here you can adjust:

• • Security - this allows you to adjust if it's a Public post (meaning that it will rely on the content or stream security it belongs to), or Private post (allowing you to secure to specific users and/or groups).

5.  Click Submit to save your comment.

1.  Click on the Add Task option.

2.  Select the type of Task from the following:

• • To Do
  • New Content Request
    • Report
    • Dashboard
    • Storyboard
    • View
    • Data Source
    • Data Transformation
  • Delete Content
  • New User
  • Data Quality Issue

Note: Shown above are the default task types configured in Yellowfin. Custom task types can also be configured, this process is described here.

3.  Enter the body text of your task request.

4.  Add any attachments that may be required.

See Attachments for more information

5.  Assign the task. This involves:

• • Assignee - which user should complete the task.
    
    
  • Priority - how urgent the task is:
    • Low
    • Medium
    • High
      
      
  • Due Date - when the deadline for completion of the task is.

7.  Click Submit to save your task.