Updating Tasks from Smart View

Using Oracle Smart View for Office, you can work directly with Task Manager tasks and schedules.

Your schedules and tasks for the selected period are displayed. You can only see those tasks and schedules for which you're authorized. This is the Display My Tasks view of the worklist, so not all the tasks that you've visibility to see will be shown. Depending on your current role (example, Assignee, Preparer, or Approver), the options such as Approve or Reject will change to match the associated role. If you've different roles, then you may need to log in as the specific role to perform different operations.

Note:

Before you begin, you must install Smart View and the Smart View Extension for Task Manager, and create a private connection to use with the extension. See the "Downloading and Installing Clients" section in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators and "Creating Connections to the Smart View Extensions".

When you click a schedule from the list, the system displays a list of the tasks that you're currently working on. After a task has been submitted or approved, it's no longer displayed on the list.

The available actions depend on your user role:

• Assignee: Submit Task
• Approver: Approve and Reject Task
• Assignee or Approver: Reassign Task

If you submit a task that is incomplete, for example, you must answer questions first, a validation error displays when you submit the task. You can double-click on the task or row to open the task and finish completing it.

For information on working with Smart View, see Oracle Smart View for Office User's Guide.

To update tasks from Smart View:

1. Launch Excel, then select the Smart View tab, and then select Panel.
2. In the Smart View panel, select Private Connections.
3. In the Private Connections panel, select the Task Manager connection from the drop-down menu.
4. When prompted, provide your login credentials: domain name, user name, and password to sign in.
5. Under Private Connections, select a schedule.
6. You can open the task in the following ways:
   • Under Name, double-click the task that you want to view and open the Task dialog.
   • Use the following options from the Task Manager ribbon or from the new Quick Actions column in a schedule sheet:
     • Open: Open the task details in the Task dialog. You can use this open as an alternative to double-clicking a task row in the schedule sheet to launch the Task dialog.

       For integrated tasks, use the embedded task links available in the task details within the Task dialog to navigate to the relevant tasks.

     • Open in Browser: Open the integrated tasks in the web application within a browser. If you've not logged in to the web application in the current session, you will be prompted to establish a connection and log in as a one-time requirement. Thereafter, you can open the integrated tasks directly in the browser, view the task details, and take necessary actions.
     • Open in Excel: Open the embedded artifacts such as forms and dashboards in Excel. Forms open in a new worksheet within the same workbook and dashboards open in a new workbook.
7. Select the appropriate option for the selected task:
   • Submit Task
   • Approve
   • Reject
   • Reassign Task