Process tasks

Overview

Process tasks are recurring tasks that are based on specific events (example: month end closing).
Those tasks are assigned to roles and distributed as tasks to every user of the role.

Column Descriptions

• Task Name The name of the task.
  

• Assigned to The role that will receive this task based on a recurring event.
  

• Recurring event The name of the recurring recurring event.
  

• Days before/after event
  

  • Assign: the task will be assigned to role users N days before (N is negative) or after (N is positive) the recurring event.
  • Deadline: the task will have a due date N days before (N is negative) or after (N is positive) the recurring event.
    

Note: the deadline cannot be set before the assign date, which would result in tasks being overdue as they are distributed.

• Priority Low, medium or high.
  

• Description The text description from the recurring task.
  

• Go to task Link to the workbook or external site where the task can be performed.
  

• Assigned by The user who created the task.
  

• Next assign Estimated assign date, based on the process and recurring events.
  

• Assign log

  • A log showing to which users the task was assigned, and if they were sent an assign or overdue email.
    
  • A log of any emails that failed, typically if the user email is not properly configured (check Access control settings) or misconfigured SMTP server settings.