An Introduction

To
Creating And Managing Task Lists

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Task Lists Overview
You can set up a task list that contains items and tasks that you use frequently, including data forms,
data grids, and reports. Then, you can complete your workflow without navigating among forms, grids,
and report modules, and you can view and manage items and tasks from Project or Browser view.
In Browser view, task lists are listed in the top pane and items contained in the selected task list are listed in
the bottom pane. In Project view, task lists, are displayed by a dropdown list that identifies the task list
items.

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Creating Task Lists
You initiate creation of task lists from the Manage Documents window or by selecting
File > New > Task List.
You can create private or public task lists. Private task lists can be accessed only by the
users who create them. To limit access to a list, you can assign a security class to the list. For
example, you can assign the Admin security class to a task list that you want to limit to
administrators.
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Adding Items to Task Lists
You use the drop-down list on the Manage Tasklist dialog box to add items to a task list. You can add
the following items to a task list :
• Tasks
• Data forms
• Data grids
• Intercompany reports
• Journal reports
• Links to Web sites or files
• Related content (documents in Financial Reporting or Web Analysis)
• Folders
• Other task lists
You can include multiple instances of one item or object in one task list.

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Organizing Task List Items
To organize the documents of a task list, you can incorporate a folder or sub-folder from the
Manage Documents page into the task list. Users can expand the folder and select one or more
documents.
The use of folders simplifies tasklist maintenance. Documents that are added to a folder that is
assigned to a task list are available to users of the task list without the need for an administrator
to edit the task list.

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Folder Benefits
You can use folders in task lists for various purposes :
• Organize data forms, system reports, data grids, and other task lists.
• Facilitate navigation when you have numerous task list items.
• Combine common tasks
Nesting Task Lists
You can nest task lists within a task list. If your workflow involves many tasks, nesting task
lists makes navigation easier for end users.

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Adding Related Content
In Financial Management task lists, you can include Web Analysis reports, Financial
Reporting reports, and Planning forms. When, in Financial Management, you create a
related content document, the document serves as a link to a resource in another product.
For example, you can add a report from Financial Reporting to a task list or launch the report
from the Related Content menu in the view pane.

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To add related content :

1. Select File > New > Related Content.

2. In the Resource Server drop-down list, select the resource server for the product for which you
want to add related content.

3. Select the document that you want to make available as related content.

4. Click Save.

5. Enter a name and description for the document.

The name and description is displayed in the document list of the Related Content tab.

6. Click Close.

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Adding Links

You can add Web page or file links to task lists. Before you can add a link to a task list, you must create the
link. You initiate creation of links on the Link tab of the Manage Documents task or by selecting
File > New > Link.

• When you create a link, you can specify whether it should be displayed in the task list pane or in a
separate window.

• For links to Web pages that are time-consuming to open, you may want to specify that the system
prompt the user before opening the Web page.

• You can launch links from the Links menu in the view pane. When you select Add Link from the
Manage Tasklists task, the links that you have created are available.

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Managing Task Lists
You use the buttons in the Manage Tasklist dialog box to reorder or remove items and to set the current
task list as the default task list (the task list that is displayed when a basic user logs on to the application).

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 Questions??

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