Overview

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

Task Manager accomplishes the following:

  • Assigns tasks based on close or process start dates.

  • References workflows to be completed or reassigned.

  • Allows for communication around tasks through email and comments.

  • Provides at-a-glance charts to see task status across individual Preparers, Approvers, and task groups.