Task Manager

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


Related Solutions

Learn how OneStream’s Intelligent platform enables Finance teams to lead at speed.
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Planning, Budgeting and Forecasting
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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

Related Resources

Get Organized with OneStream’s Task Manager Solution
View Post
English – Interactive Solution Brief: Conquering Complexity with Task Manager
View Solution Brief
English – Financial Data Quality Management
View eBook
English – 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
View Analyst Report
All Resources

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

Data Entry 123

Help administrators and implementation teams create a uniform look and feel for data entry forms across multiple access groups and workflows with custom selectors (drop-down lists) and calculations.

Data Entry 123 provides the following:

  • Selectors – consist of selector lists, or dropdowns, that are displayed across a selector bar in a form.
  • Calculations – consist of expressions and business rules that are compiled into Calculation Lists that are applied to forms.
  • Forms – can be displayed as a CubeView, Dashboard or a Spreadsheet for data entry.

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

Data Entry 123

Help administrators and implementation teams create a uniform look and feel for data entry forms across multiple access groups and workflows with custom selectors (drop-down lists) and calculations.

Data Entry 123 provides the following:

  • Selectors – consist of selector lists, or dropdowns, that are displayed across a selector bar in a form.
  • Calculations – consist of expressions and business rules that are compiled into Calculation Lists that are applied to forms.
  • Forms – can be displayed as a CubeView, Dashboard or a Spreadsheet for data entry.

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!

Application Control Manager

Govern Application Changes

Learn More
Manage end-user change requests while ensuring control and governance.

01
Embrace Change
Save time and reduce risks by systematically and efficiently managing change within OneStream. Create a Finance-owned and managed process.
02
Reduce Risk
Keep OneStream applications in synch with other systems. Ensure the integrity of financial results and forecasts.
03
Ensure Control
Ensure control and governance over application change requests. Provide a start to finish audit trail and controls framework.

Key Features

Metadata Governance and Management

Provides an easy way for end-users to request changes to OneStream applications such as new or updated accounts, cost centers, and changes to other dimensions.

  • Routes requests through necessary workflow steps including enrichment and approvals.
  • Logs and tracks workflow progress, individual changes, and approvals for each step.
  • Upon final approval, commits the approved metadata changes directly into your OneStream application, with notifications and a clear start-to-finish audit trail.

Security Access Requests

Initiate requests for end user security access changes and route the security request through necessary workflow steps, including enrichment and approvals.

  • Security change requests can include options to mirror access of another end user as well as contain required and optional security property information.
  • Upon final approval, commits the approved user security access changes directly into OneStream.
  • Provides notifications and a clear start-to-finish audit trail.

Automated Metadata Integration

Metadata workflow processes can be fully automated by integrating master data from source systems or Master Data Management (MDM) solutions and committing it to OneStream.

  • Determines the differences between source master data and the metadata that currently exists in OneStream and creates a clear audit trail of the unique differences.
  • The unique differences are automatically added to a change request and routed through the workflow steps.
  • Provides an automated yet traceable process to keep OneStream metadata synchronized with your source master data.

Customers We Work With


Delivering 100% Customer Success

“Ensuring the right controls are applied around application change requests is critical to ensuring the integrity of financial results and forecasts. The OneStream Application Control Manager not only streamlined our control processes, but it also managed to eliminate 98% of our audit deviations around metadata and security controls.”
Jackie Najm | Director of Financial Systems

Get Started With a Personal Demo

Hundreds of organizations have made the leap from spreadsheets and legacy CPM applications to OneStream and never looked back. Join the revolution!