Task Manager | OneStream Software |  

Task Manager

Organize workflows inside and outside of OneStream XF

OneStream Task Manager organizes workflows inside and outside of OneStream XF. It provides a foolproof way for Administrators to manage and ensure the success of their processes.

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Flexibility and Control: Task Manager can be applied to any workflow – financial close, disclosures, budgeting, planning, forecasting and others.

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More Visibility:  Provide managers with real-time visibility into the status of key tasks and dependencies through scorecards and Gantt charts with drill-down.

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Enhanced Collaboration:  Messaging and notifications alert team members to upcoming deadlines, and enables users to provide commentary on task status.

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Improved Accountability: Role and task security drive accountability and ensure segregation of duties, when needed.

OneStream’s Task Manager Solution helps organize and manage workflow processes across functions – financial close, disclosures, budgeting, planning, forecasting – and helps streamline critical processes.

Flexibility and Control

Task Manager can be applied to any workflow – financial close, disclosures, budgeting, planning, forecasting and others.

  • Integrates with OneStream XF Workflows
  • Tasks, due dates and assignments are maintained centrally
  • Eliminates reliance on departmental spreadsheets and emails

More Visibility

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

  • Progress charts highlight key tasks, due dates and dependencies
  • Task Scorecard provides a summary view across multiple tasks, and completion status, with drill-down capabilities into task details
  • Task Viewer provides visual Gantt charts with filtering capabilities

Enhanced Collaboration

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

  • Managers can post task-based messages to users
  • Messages can be tied to specific tasks, with date and time stamps
  • Email notifications and user comments tied to task status

Improved Accountability

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

  • Tasks and task groups are linked to Workflows in OneStream XF
  • 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

Key Features

OneStream Task Manager keeps cross-functional teams on the same page and streamlines critical processes. Key features of the Task Manager solution include:

  • Fully integrated with OneStream XF, not a disconnected 3rd party tool
  • Can be applied to any workflow process
  • Provides real-time visibility into the status of key tasks and dependencies
  • Integrated messaging, notifications and collaboration
  • Strict segregation of duties
  • Detailed logging and audit features
  • Full process transparency through workflow
  • Cloud or on-premise deployment. Hybrid also supported.

100% CUSTOMER SUCCESS