by Geraldine Aquino – Project Manager, EPM
Task Manager is a tool that helps streamline activities and tasks that must be completed within a business process to ensure efficient flow through an automated system. Using templates that serve as the blueprints for the creation of dashboards for recurring tasks and activities which require centralized monitoring, these templates can be set up to be monthly or quarterly and in chronological order and can be used to create schedules associated with specific tasks. Templates are not restricted to just one specific task; on the contrary, templates can be created in order to carry out many other different types of processes. The most common use is for month-end close procedures; however, we have seen clients being creative with the ways in which they use it and apply it to their tax, internal, and external audit processes. Schedules are also another component that can be created as a sequence of tasks and automatically assigned to specific tasks.
Administrators can easily track progress, identify bottlenecks, as well as correct any errors or act on any delays that may arise throughout the business process.
Administrators can also manage different configuration settings such as creating task templates, creating schedules from templates, as well as importing and exporting files or tasks to other applications such as Excel.
Templates serve to create recurring tasks and activities which require centralized monitoring.
Templates are assigned on specific calendar days based on activities and help administrators carry out the task flow smoothly.
In addition, users can view tasks based on year, period, status, or related process.
Notifications, alerts, due dates, or status change alerts can be sent to your email to ensure tasks are being completed promptly.
Moreover, administrators can tackle which tasks require the most tending based on priority from high to low. Through a dashboard, administrators can track the effectiveness of business processes while utilizing a solution that allows users to monitor the entire closing process.
Task manager helps you execute multiple sets of tasks for business processes such as planning, tax recording, and financial consolidation and close. Unlike Excel, which requires more upkeep and overhead, task manager is fully automated and requires less manual work. With Task Manager, you can minimize tedious manual work while enjoying the built-in capabilities that provide greater visibility into the nuances of your organization’s mission-critical processes.
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Geraldine Aquino