Overview

Task Automation is a Web-based module that provides a method for linking a series of tasks into a taskflow. You can use task automation to automate tasks that you commonly perform using Financial Management.

When you work with Financial Management, you routinely perform tasks such as loading data, running calculations and translations, consolidating parent entities, and extracting data through data extract or extended analytics. You can create and maintain taskflows to schedule critical tasks to be run as required.

From the Administration menu, you can manage taskflows and view taskflow status. See these procedures: