About Tasks and Task Lists

Administrators can set up task lists to help with budget cycles. For example, a task might help you complete data forms, launch business rules, or promote planning units. Tasks can display instructions, due dates, completed dates, and alerts.

If your administrator assigns tasks to you, you can view them in Basic mode or Advanced mode. Tasks can include Web pages, data forms, Approvals, business rules, or descriptions. You can view:

Due date—When tasks must be completed
Alerts—Visual cues about your progress, and the completion date and time:
- Green: On schedule
- Yellow: Approaching the due date
- Red: Overdue; the due date has passed and the task is incomplete
Instructions—Assistance with completing tasks
E-mail messages—Reminders of approaching and past-due tasks (see Viewing E-Mail Alerts)

Task lists can also provide validation reports for promotional path rules. When viewing a validation report, you can close the window by clicking Close Task List Window in the left pane. For information on viewing validation reports and resolving errors, see Viewing and Resolving Data Validation Errors and the Oracle Hyperion Planning Administrator's Online Help.