Task Manager

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
• 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 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
• Email notifications and user comments tied to task status

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

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 XF
• Combine reports, charts, graphs and text in a single document
• Make comments and collaborate with your peers