29 Managing Task Manager Integrations

You can enable Task Manager tasks to include integrations within the EPM Cloud and other external applications.

Task Manager allows the user to incorporate integrated tasks within their business processes. These simplify the process by automating manual tasks or including embedded application pages or links.

To manage Task Manager Integrations, you must have the Service Administrator role.

Task Manager support the following Integration types:

End User

An End User integrated task requires the user to interact with an application web page. These application web pages are displayed within the task or included as links within the task. An Integration requires an execution URL for user tasks and an optional set of parameters. The execution URL launches the external program, and the parameters pass information required for the task to the external program. For example, the Approve Journals Integration contains parameters such as the Point of View dimension values for the journal.

Users must perform and validate the task. For example, the task may be a generic task such as submitting data, or it may require product integration to facilitate or validate its completion.

Process Automation

A Process Automation task initiates an action within the connected application. These integrations are automatically executed in external applications when their Start date and time are reached, and their predecessor tasks are completed, for example, an overnight feed from a General Ledger. These tasks are often executed after working hours. They require limited user interaction and do not have Assignees.

Event Monitoring

An Event Monitoring task is a task which is passive. It does not initiate any action but monitors another application awaiting for an action or status to occur. Once the action or status occurs, the task is marked complete. These are based on events that occur in external applications, for example Approve Journals.

Task Manager provides these pre-built Integrations:

If you require any other Integrations for Cloud or On Premises, you can create Custom Integrations. See Creating Custom Integrations.