Managing Tasks

Tasks are the core units of action in a close process, such as data entry or data consolidation.

  • End-user tasks require actions by end users, such as answering questions or approving. They may contain product integrations, for example, a link to a data entry screen.

  • System-automated tasks run without user intervention, such as an overnight feed from a general ledger. The success or failure of the task process is displayed in the task detail.

  • Event monitoring tasks are tasks which allow products to monitor processes within external applications.

Each task has different parameters depending on the Task Type. If you have Close Administrator or Power User security rights, you can create, edit, or delete tasks.