About Task Lists

Open and manage tasks from the Smart View panel in Excel.

Applies to: Planning

You can open and manage tasks from the Smart View panel in Excel.

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. Through tasks, you can also launch a website or internal company page.

You can open and view task lists, execute and complete tasks, and create task list reports from the Task List panel. Service 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.

In this video, task lists concepts are shown in Smart View (Windows), but many of the concepts apply to Smart View (Mac and Browser).

Video icon Managing Task Lists in Smart View with Oracle Planning and Budgeting Cloud