Adding Tasks to Task Lists

You can set completion dates and alerts for tasks that users perform at runtime. You can also set up email messages, for example, to alert users that a task was not completed by its end date. Alert messages are sent after an "alert date" that you set, and are repeated until the end date is reached for a task.

To add tasks to task lists:

  1. Click the Navigator icon Navigator icon, and then under Create and Manage, click Task Lists.
  2. Perform a task:
    • Define a task list by clicking Create Task List icon, and then entering a name.

    • Modify a task list to add a new task by selecting it, and then clicking Edit Task List icon.

  3. Click Add Child icon.
  4. For Task, enter a task name.
  5. From Type, select the kind of task you're creating and what it should enable users to do. For example, if you're creating a task that enables Service Administrators to modify all dimensions at runtime, select Dimension Editor.

    Specify the information required for the task type using this table:

    Table 18-34 Task Information

    Task Type Action

    URL

    Opens a specified URL

    Enter a fully qualified URL to associate with this task, such as http://www.company_name.com, and then go to step 6.

    Form

    Opens a form

    Select the form for users to complete, and then go to step 6.

    Optional: Select Set Page Member Defaults to select the member from each dimension to display as the default when the task is first opened. After you select this option, you can select the members for the page dimensions. The page member defaults apply until a user updates the form and returns to the task in another session. Where page member defaults are set, they override the most recently used settings in each session.

    Dashboard

    Opens a dashboard

    Select the dashboard for users to work with, and then go to step 6.

    Business Rule

    Launches a business rule

    Perform these tasks:

    • From Cube, select the cube associated with the business rule to execute.

    • From Business Rules, select the business rule to execute.

    • Go to step 6.

    Manage Approvals

    Starts the review process with a specified scenario and version

    Specify the scenario and version in which the user can start the approvals process, and then go to step 6.

    Descriptive

    Enables Service Administrators to add a task with no task properties.

    Copy Version

    Copies the current form’s data, including supporting detail, annotation, cell text, and cell documents, for the specified source and destination versions

    Select values for Scenario, Copy From, and Copy To, and then go to step 6.

    Job Console

    Opens the Job Console to enable users to view a list of their jobs by type (such as copy data and push data) and by completion status

    Perform these tasks:

    • In Job Type select the kind of job to be displayed in the console.

    • In Status, select the status of the task to be displayed in the console.

    • Go to step 6.

    Dimension Editor

    Enables Service Administrators to view and modify a dimension at runtime

    Perform these tasks, and then go to step 6:

    • To enable Service Administrators to view and modify all dimensions, select All from Dimension.

    • To enable Service Administrators to view and modify a particular dimension, select it.

    Refresh Application

    Enables Service Administrators to refresh the application at runtime to capture recent changes. After enabling, go to step 6.

    Import and Export

    Enables Service Administrators to import and export data and metadata using flat files.

    From Load Method, specify what import or export task the user must perform, such as export data to a file or import metadata from a file, and then go to step 6.

    Note:

    The Security Management, Process Management, and Form Management task types cannot be added to a task list or edited in the Simplified Interface. These task types are accessible only in desktop mode of the application.

    The Dashboard task type cannot be added to a task list or edited while in desktop mode. This task type is accessible only in the Simplified Interface.

  6. For Duration, enter how long you expect it will take to complete the task. For example, if you think the task will take two weeks, enter 2 in the first field and select week(s) in the second field.
  7. To ensure that the task is started on a certain date and then completed by a certain date, perform these tasks:
    1. For Start Date, click Select Date and Time icon, and then use the calendar to specify the year, month, day, and time by which the task must begin.
    2. For End Date, click Select Date and Time icon, and then use the calendar to specify the year, month, day, and time by which the task should be completed.

      To send email messages that prompt users to finish uncompleted tasks, select Repeat Every, and then specify how often to send these emails, such as once a day.

  8. To send email messages that prompt users that the date by which they must complete the task is approaching, select Alert, and then:
    1. Click Select Date and Time icon to use the calendar to specify the date and time on which to start sending alert reminders.
    2. Click Repeat Every and specify the frequency for email reminders.

    For example, if a task's end date is June 9 2014 at 5 PM, and you want to remind users once a day starting the week before the task is due, select June 2 2014 at 5 PM, enter 1, and then select Weeks.

  9. To make task completion dependent on completing another primary (or parent) task, click Dependency icon next to Dependency, select the primary task, and then click OK.

    Note:

    You cannot make task completion dependent on completing a child task of another primary task. Dependencies across task list hierarchies are not supported when a task has children. For example, consider a case where Task 3 is dependent on Task 2 and Task 4 is, in turn, dependent on Task 3. When Task 3 is incomplete, Task 4 becomes incomplete automatically. However, when Task 2.1 is incomplete, its parent task (Task 2) changes to incomplete, but this is not recursive (Task 3 and Task 4 are not affected).

    • Task1

    • Task2

      • Task2.1

      • Task2.2

    • Task3

    • Task4

  10. In the Instructions pane to the right, enter information that explains how to complete the task. Use the formatting buttons to customize the information. For example, you can modify the font, font size, and layout (as bullet points or numbered steps, for example).
  11. Click Save and then click OK.