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 , and then under Create and Manage, click Task Lists.
2. Perform a task:

   • Define a task list by clicking , and then entering a name.

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

3. Click .
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 24-30 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, 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. Note: Copy Version is not available to Power Users and Users.
   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. Enter a number in the first field and the unit of time in the second field; for example, if you think the task will take two weeks, type 2 in the first field and then in the second field, type a w or W to select Week(s). Time unit options for the second field are as follows:

   • Hour(s): Type h or H to select this option.

   • Day(s): Type d or D to select this option.

   • Week(s): Type w or W to select this option.

   • Month(s): Type m or M to select this option.

   • Year(s): Type y or Y to select this option.

   Note:

   Unit of time options are not case-sensitive. If the language you are using is not English, these entries are localized. Type the first letter of the localized word and then select the whole word that is displayed.

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 , and then use the calendar to specify the year, month, day, and time by which the task must begin.
   2. For End Date, click , 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 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 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.