Overview

The Task Manager solution organizes workflows inside and outside of OneStream. It provides one place for administrators to manage and ensure the success of their processes.

With Task Manager you can:

  • Assign tasks based on close or process start dates.

  • Reference workflows to be completed or reassigned.

  • Communicate using email and comments.

  • View at-a-glance charts to see task status across individual preparers, approvers, and task groups.

NOTE: Task Manager is compatible with the Modern Browser Experience.