About Task Lists
Depending on the data source, open and manage tasks from the Smart View Panel in Excel or Outlook, or integrate task lists from the data source into Outlook and use Outlook functionality to manage tasks.
Cloud data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting
On-premises data source types: Oracle Hyperion Planning, Oracle Hyperion Financial Management, Oracle Hyperion Financial Close Management
Task lists help you organize, track, and prioritize your workload. For example, a task might help you complete forms, launch business rules, or promote approval units. They can also launch a website or internal company page.
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In Planning and Financial Management, you can manage tasks from the Smart View Panel in both Excel and Outlook, and integrate task lists into Outlook as described in Working with Tasks from the Smart View Panel.
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In Financial Close Management, you can integrate task lists into Outlook as described in Integrating Task Lists with Microsoft Outlook.
Administrators manage and assign access permissions for task lists. For more information, see the administration documentation for your data source.
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Learn about task lists. |
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