14 Task Manager

Data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

Task Manager helps to define, execute, and report the interdependent activities of a business process. It provides centralized monitoring of all tasks and provides a visible, automated, and repeatable system of record for running a business process.

In Oracle Smart View for Office, you can connect to your worklist, work on Task Manager tasks assigned to you, and perform various actions within Excel using the Task Manager Extension.

The available actions, depending on your user role, are as follows:

  • Assignee: Submit Task
  • Approver: Approve and Reject Task
  • Assignee or Approver: Claim and Release Task