About Task Lists and Tasks

Service Administrators can define task lists that instruct you in performing specific actions, to help with budget cycles. For example, a task might help you complete forms, launch business rules, or promote planning units. Tasks may display instructions, due dates, dependencies, and alerts. Tasks can be of the following type; meaning they invoke or involve the following artifacts or processes:

  • Web page—Opens a URL that you must use to perform or complete a task

  • Form—Opens a form that you must complete or update

  • Approvals—Starts the review process with a scenario and version

  • Business rules—Launches a business rule

  • Copy Version—Copies a form’s data, including supporting detail, annotation, cell text, and cell documents, from a source to a destination version

  • Job Console—Launches the Job Console so you can view jobs by user or by type or status

  • Dimension Editor—View and modify a dimension at runtime

  • Form Management—View a summary of specific forms

  • Process Management—View and modify a specific planning unit

  • Security Management—Assign access to a dimension or form

  • Refresh Application—Refresh your application to capture recent changes

  • Export and Import—Import and export data and metadata via flat files.

Note:

The above options are available only for Service Administrators.

Task lists can also provide validation reports for promotional path rules. For information on viewing validation reports and resolving errors, see Viewing and Resolving Data Validation Errors.

Watch this overview video to learn about working with tasks.

video iconOverview Video

For information about creating task lists and tasks, see Administering Planning for Oracle Planning and Budgeting Cloud Service.