Task Manager Overview

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

You can:

• Define the tasks and schedule to ensure the most efficient task flow

• Automate the business process, track status, and provide notifications and alerts

• Notify users by email for delinquencies, due dates, status changes

• Monitor business process status from a dashboard

• Act quickly to fix errors and delays

• Analyze the effectiveness of the business process

A business process requires these steps:

1. The administrator sets up users. See Managing Users and Roles in the Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide.

2. The administrator completes the required setup procedures:

   • Set up organizational units. See Managing Task Manager Organizational Units.

   • Set up global integration tokens. See Managing Global Integration Tokens.

   • Set up holiday rules. See Managing Holiday Rules for Tasks.

   • Set up attachment size and other system settings. See Setting Task Manager Governors.

   • Enable email notifications. See "Setting Up Email for Notifications".

3. The administrator reviews the tasks required for a business process and sets up Task Types to ensure consistency across tasks and to leverage predefined product integrations.

   See Managing Task Types.

4. Because many business processes are repeatable, the administrator saves a set of tasks as a template to use for future periods. See Managing Task Templates.

   For example, an administrator can set up a monthly or quarterly business process once and then use it for all months or quarters. Tasks are defined with task predecessors, Assignees, and Approvers.

5. To initiate a business process, administrators generate a schedule (a chronological set of tasks) by selecting a template and assigning calendar dates. The generic tasks in the template are applied to calendar dates.

   See Managing Schedules.

6. To begin a business process, the administrator changes the schedule status from Pending to Open.

7. The administrator can also modify and monitor the schedule as needed.

8. During the business process, users receive email notifications of assigned tasks and can click links in the email for direct access to assigned tasks.

9. Alternatively, users can log on to review and access assigned tasks in different types of views.

10. When users complete tasks, the tasks are sent to approvers and can be viewed by other users.

11. Users can create alerts for issues, such as hardware or software issues, that they encounter. Alerts are forwarded to Assignees and Approvers for resolution.

Watch this overview video to learn more.

Overview Video