Creating Task Lists

You can create task lists on the Web that contain tasks that you perform frequently, data forms, data grids, reports, links, and related content. For example, suppose you need to enter intercompany balances in data forms, review intercompany balances in reports, and translate parent entities in a data grid. Creating a task list enables you to complete your workflow without navigating among forms, grids, and report modules.

You can create a public task list that can be shared with other users, or a private task list that is not displayed to other users. Private task lists can be accessed only by the users who create them. You can assign security classes to limit access.

You can attach a task or document in multiple places to the same task list. For example, a task list may contain these items for a workflow: Input Grid, Load Data, Input Grid, Process Control.

You can also attach a task list to another task list. For example, you can create a task list for journal actions and add it to a task list for closing tasks. When you create a task list, you define whether it can be added to other task lists. A task list that is attached to a major list cannot contain another task list.

In addition, you can attach document folders to task lists. For example, you can add a folder of data forms. You can attach a folder with subfolders, and you can modify a folder that is attached to a task list to add a subfolder to it. You can attach as many folders as you like to a task list. When a folder is attached, all documents and subfolders that exist in that folder are displayed in the task list, with any changes to the folder.

After you create and save a task list, it is available in the Project and Browser views.

  To create a task list:

  1. Take one of these actions:

    • From the toolbar, click Manage Tasklist, and click New Tasklist.

    • Select File, then New, and then Tasklist.

    • Select Administration, then Manage Documents, then Tasklists, and click New Tasklist.

    • Click Manage Documents Manage Documents button, select Tasklists, and click New Tasklist.

  2. Click Add and select an item:

    • Folder

    • Tasklist

    • Custom Documents

    • Data Forms

    • Data Grids

    • Links

    • Related Content

    • Reporting

    • Tasks

  3. Select the items to add, and click Add to Tasklist.

  4. Optional: To reorder items in a task list, highlight the item to move, and click the Up or Down arrow to change the sequence.

    Tip:

    To remove items from a task list, select the item and click Remove.

  5. Click Save.

    Note:

    If you do not want to save your changes, click Close.

  6. For Name, enter a task list name.

    Note:

    These characters are not valid in a task list name: single or double quotation marks (', “), colon (:); semi-colon (;), less than or greater than symbols (< >)..

  7. Optional: For Description, enter a description.

  8. From Security Class, select a security class, or use the Default security class.

  9. Optional: Select Private if you do not want to display this task list to other users.

  10. To overwrite a task list format, select Overwrite existing file.

  11. Click OK.

  12. Click Save.