Adding tasks
Add a task to an existing process or sub process to define the work that will be performed.
- Select Financials > Shared Processes > Close Management > Setup > Close Setup > Manage Process.
- On the Manage Process tab, select Add Task.
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In the Define Task Within section, specify this information:
- Task Name
- Specify a name for the task.
- Instructions
- Specify instructions for the task.
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In the Type section, select the Primary, Secondary, and Tertiary task types.
Note: The fields in the Ownership, Company And Calendar, and Visibility sections are populated based on the parent process. You can edit the fields to override the default values:
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In the Schedule section, specify this information:
- Begin
- Specify the number of days before or after the period end date that the task should begin on.
- Days From Period End At
- Select the time of day that the task should
begin. Note: Specify a negative number for days before the period end date and specify a positive number for days after the period end date. If the number of days is blank (zero), then the task is scheduled to begin on the period end date.
- Due
- Specify the number of days before or after the period end date that the task should be completed on.
- Days From Period End At
- Select the time of day that task should be
completed. Note: Specify a negative number for days before the period end date and specify a positive number for days after the period end date. If the number of days is left blank (zero), the task will be scheduled to be due on the period end date.
- Is Time Sensitive
- Select this check box if a due task is time sensitive. Due tasks that are time sensitive become overdue based on the due time and are eligible for overdue notifications.
- Estimated Hours To Complete
- Specify the estimated number of hours to complete the task.
- Schedule Tasks For Work Days Only
- Select this check box to allow tasks to be assigned only on work days according to the designated calendar.
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In the Requirements for Completion section, specify this information:
- Approval
- Select this check box if approval is required when the task is completed.
- Attach Supporting Documentation
- Select this check box if supporting documentation is required from the owner when the task is completed.
- Attach Journal Entry Detail
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In the Attach Process Documentation section, specify this information:
- Description
- To attach a process document for resources to reference during the close period, specify a description of the document.
- Title
- Specify a title for the process document.
- File
- Click Browse to select the process document file.
- Mime Type
- This field is automatically populated when you select a process document file to upload.
- URL
- If the process document is online, specify the URL to access the document.
- Click OK.