Task Manager

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Manage Workflows and Key Processes

Organize processes inside and outside of OneStream™ and streamline critical processes with interactive visualizations and collaboration capabilities.

01

Increase Control

Apply directly within key business processes seamlessly – financial close, disclosures, budgeting, planning, forecasting and others.

02

Enhance Collaboration

Messaging and notifications alert team members to upcoming deadlines and enables users to provide commentary on task status. Provide post task-based messages to users and tie messages to specific tasks with date and time stamps.

03

Improve Accountability

Maintain role and task security with assigned ownership of tasks and segregation of duties. Role and task security drive accountability and ensure segregation of duties, when needed.

Key Features

Visual Progress Charts

Provides managers with real-time visibility into the status of key processes with the ability to take action on bottlenecks.

Task Scorecard provides a summary view across multiple tasks, and completion status, with drill-down capabilities into task details.
Tasks can navigate users to unfinished workflows, reports or dashboards or can launch calculations and processes.
Task Viewer provides visual Gantt charts with filtering capabilities and additional task status.

Integrated Messaging

Integrated messaging alerts team members to upcoming deadlines and alerts managers to overdue tasks.

Managers can post task-based messages to users.
Users can forward tasks when appropriate.
Messages can be tied to specific tasks, with date and time stamps.

Role and Task Security

Role and task security drive accountability and ensure segregation of duties.

Tasks and task groups are linked to Workflows.
Visibility into tasks is based on the ownership of task and assigned attributes.
Strict segregation of duties, e.g., user cannot complete and approve the same task in a given month.

Disclosure Management

The Disclosure Management features in OneStream Task Manager enable multiple users to collaborate on shared documents such as board books and regulatory filings. Through integration with Microsoft Office® products, users can work in an environment that’s familiar and productive.

Microsoft Word® and PowerPoint® connect directly to OneStream.
Combine reports, charts, graphs and text in a single document.
Make comments and collaborate with your peers.

OneStream Task Manager keeps cross-functional teams on the same page and streamlines critical processes.

Customers We Work With

Delivering 100% Customer Success

“Task Manager is a critical factor in organizing and streamlining our monthly close by providing a standardized, repeatable and actionable process plan within OneStream’s unified platform. We see significant time-savings with our OneStream users being able to quickly see and act upon their tasks while our managers have constant visibility into key milestones and tasks.”

Victor Ordaz | Corporate Controller Director

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Related Resources

Get Organized with OneStream’s Task Manager Solution

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English – Interactive Solution Brief: Conquering Complexity with Task Manager

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English – Financial Data Quality Management

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English – 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions

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