Introduction to Oracle Task Manager

This chapter covers the following topics:

Overview of Oracle Task Manager

Task Manager provides methods for quantifying, responding to, and managing units of work generated by Oracle E-Business Suite applications. The unit of work is defined in Task Manager in the form of a task. A given task may be defined and bound by units of time, may be assigned to one or more qualified resources or resource groups or teams (see Assignment Manager for further information when assigning resources to tasks in Forms), and can be tracked and statused by the application that the work was generated from.

Task Manager can be accessed through integration applications or as a standalone module. For example, Oracle Telesales uses Task Manager to assign tasks pertaining to individual consumers, organizations, and organizational contacts. You can also use standalone Task Manager to create personal tasks or todos. Using the Tasks features, you can create a single or a repeating task with specified repeating frequency, assign resources to a task, mass creating tasks, mass reassigned tasks to new owners or assignees, view tasks using personalized saved searches.

What is a Task?

A task is defined as the lowest unit of work. It can be assigned to one or more resources. Tasks are managed by the Task Manager and are often scheduled events with defined dates of completion. For example, a support manager of a company can create a task for an employee resource stating,“Please call back customer by 9:00 am.”

A task includes information relating to actions such as resources, appointments, references, dates, contacts, recurrences, and events. You must assign a task to a resource or an object. Continuing from the previous example, once the support manager creates the task to call back the customer, he can:

Task Manager Roles

Task Manager roles provide security for a task by ensuring only those directly involved with the task can view it. The following table describes Task Manager Roles.

Rights of Roles
Roles Description Rights
Owner The person who is in charge of the task. The owner can reassign the task to another resource. When the task is reassigned, the owner can no longer view it unless they are also an assignee.
As an owner you can:
  • View your tasks

  • Update all fields in the task except the following auto populated fields: Escalation level, Escalation owner contact information

  • Reassign your tasks

  • Soft delete your tasks

Assignee The person who is actually working on the task. The assignee can reassign the task to other resource types.
As an assignee you can:
  • View your tasks

  • Update all fields in the task except the following auto populated fields: Escalation level, Escalation owner contact information

  • Soft delete your tasks

Task Manager Notifications

The following table describes how task notifications are handled in Task Manager.

Task Notification
Event Notify
Task Creation Owner and all assignees
Task Deletion Owner and all assignees
Reassign Owner Old and new owner
Reassign Assignee Owner, the old and new assignee
Status Update of Owner Owner and all assignees
Priority Update Owner and all assignees
Type Update Owner and all assignees
Add Assignee Owner and new assignee
Delete Assignee Owner and assignee
Planned, Scheduled, or Actual Start and End Dates Update Owner and all assignees

Terms and Definitions

The following table describe terms associated with Task Manager.

Terms and Definitions
Term Description
Assignee An assignee is the person assigned to a task. An assignee can accept, refuse, or reassign the task.
Contact A contact contains information about a person and how to locate them such as their phone number and email address, in regards to the task.
Creator The creator is the originator of the task and defaults to the owner.
Full Access Full Access is the ability to view, edit, and delete a task. This access type does not include the capability of granting access to others.
HTML Calendar Use the HTML Calendar to effectively manage your daily activities, appointments, notes, and tasks.
Notes Notes provide additional text locations where you can specify more detail, if needed. A note can be added to a task.
OMO This is an acronym for Oracle Marketing Online.
Owner An owner is the person responsible for the task. They are not necessary the person who performs the task.
Party A party is an entity that can enter into a business relationship.
Read-only Read-only access is the ability to view a task without making modifications to it. You may not edit or delete any information.
Reference A reference occurs when one task relates to another document. For example, a task can be related to a service request.
Repeating Task A repeating task automatically reoccurs in a specified time increment such as daily, weekly, monthly, or yearly.
Resource A resource is the basic element of the Resource Manager and is defined as people, places and things.
Source Object The source object defines the origin of the task, for example, Sales, Service, or Task Manager.
Tasks A task is the lowest unit of work. Tasks are assignments that detail the actions required of resources or other objects.
Task Type A task type defines the nature of the task such as a callback or a meeting, which helps organize your tasks.

Overview of the Oracle Applications Framework Based Task Manager

Task Manager for Common Application Calendar adopts the Oracle Applications Framework, the standard HTML development and deployment platform for Oracle HTML Applications. It provides Tasks functionality for integrated applications such as Oracle Service Online, Oracle Customers Online, and Oracle Sales.

Task Manager for Common Application Calendar provides the following task features if integrated applications use these features:

Task Manager in Oracle Applications Framework is not fully compatible with the HTML Task Manager's user interface. For example, some HTML Tasks features of creating tasks by using task templates, mass creating tasks and reassignment, as well as viewing task hierarchy, are not available in the Oracle Applications Framework based Tasks.

Accessing Task Manager Developed for Common Application Calendar

Task Manager developed for Common Application Calendar can only be accessed through integrated applications, such as Oracle Service Online, Oracle Sales, or the Calendar module. Users of the integrated applications can access the tasks if they have appropriate access privileges.

Although Task Manager provides a standalone task page allowing you to perform a personalized task search, there is no standalone Oracle Applications Framework based Tasks user interface currently available for you to create personal tasks, such as to dos. The standalone tasks such as personal to dos for sales agents are created only through Oracle Sales and Oracle Customers Online.

Documenting Task Features Based on Individual Task Region or Page

All task features developed for Common Application Calendar can be integrated with Oracle Applications. However, depending on each individual application's needs, you might not see every task feature in your screens unless the integrated application has implemented them.

For example, when creating a task, you can see the customer contacts region only if the task is created for a sales related task. It will not be visible if the task is created for a sales agent as a personal to do. For Service Applications, when creating a service related task in Service Online, you might find the Dates region in the task screen specifically used to manage time sensitive work assignments for service engineers. This region allows entry of multiple dates (planned, scheduled, and actual) for tracking purposes. This dates region might not be used in Sales Applications.

Therefore, all task features provided in the Oracle Applications Framework based Tasks are documented based on each embeddable region or page as follows:

Forms-based Task Manager User Interface

The following tabs are available in Task Manager, once you've created a task and clicked the More button:

Task Templates

Use task templates to make task creation simple and quick. Once templates are defined, you can specify resource requirements, create dependencies and use the offset feature to separate the sequence between task templates with time-sensitive restrictions, and schedule repeating tasks.

Task Template Groups

Use task template groups to pre-define multiple commonly used tasks for different activities (document type), such as service requests, escalations, tasks, and sales opportunities. When creating tasks from a task template, you can select the appropriate template group to generate tasks simultaneously.

For example, A service department constantly receives requests to fix computer problems. Accomplishing this assignment usually involves three required tasks including customer appointment, computer repair, and progress update. John Smith, a service director, requests the creation of a task template group used specifically for a service request called PC Repair which covers all these three tasks defined in a template format with task information specified, such as the task type, priority, and status.

Oracle Task Manager Integrations

Task Manager uses the following to provide functionality:

Task Manager is widely used by the following modules across Oracle E-Business Suite: