Administering Task Lists

Guide users through the planning process with Task Lists.

Task Lists guide users through the planning process by listing tasks, instructions, and end dates. Service Administrators and Power Users create and manage tasks and task lists.

Note:

During application creation, you were presented with two task flow type options: Task List and EPM Task Manager. EPM Task Manager is the default option for new applications. For information about administering Task Manager, see Administering Tasks with Task Manager.

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal Learn How
Learn how to how to design forms and manage task lists. tutorial icon Designing Forms and Managing Task Lists in Planning