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Task Management Overview

Task Management allows you to track tasks and documents related to tax department processes, including visualization of due dates and the status of tasks. Task Management is purchased under a separate license.

For more information, contact your Longview Professional Services representative.

Administration tasks in Task Management

As Tax Administrator, it is your responsibility to prepare Task Management. The following table lists administration tasks.

Task For more information, see...

Update currencies

The Longview Tax Administrator’s Guide

Add or update entities

The following sections in the Longview Tax Administrator’s Guide:

  • Adding alternate hierarchy entities
  • Updating entities
  • Viewing entity parameters

Configure Task Management system settings

Configuring system settings for Task Management

Configure the email server for reminders and notifications.

Specifying the email server for reminders and notifications

Create jurisdictions

Maintaining Task Management jurisdictions

Create users and groups

The following sections in the Longview Tax Administrator’s Guide:

  • Working with users
  • Working with user groups

Create tasks

Administering tasks

Create reminders

Administering task reminders

Schedule reminders

Scheduling reminders

Published:

Task Management Overview

Task Management allows you to track tasks and documents related to tax department processes, including visualization of due dates and the status of tasks. Task Management is purchased under a separate license.

For more information, contact your Longview Professional Services representative.

Administration tasks in Task Management

As Tax Administrator, it is your responsibility to prepare Task Management. The following table lists administration tasks.

Task For more information, see...

Update currencies

The Longview Tax Administrator’s Guide

Add or update entities

The following sections in the Longview Tax Administrator’s Guide:

  • Adding alternate hierarchy entities
  • Updating entities
  • Viewing entity parameters

Configure Task Management system settings

Configuring system settings for Task Management

Configure the email server for reminders and notifications.

Specifying the email server for reminders and notifications

Create jurisdictions

Maintaining Task Management jurisdictions

Create users and groups

The following sections in the Longview Tax Administrator’s Guide:

  • Working with users
  • Working with user groups

Create tasks

Administering tasks

Create reminders

Administering task reminders

Schedule reminders

Scheduling reminders

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