Introducing task management
Introducing task managementTask 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.The Task Management suiteTask Management is a suite of applications that allows...
Configuring system settings for task management
Configuring system settings for task managementBefore you can use Task Management, you must configure some system settings that determine the behavior of certain functionality.Configuring system preferencesBefore you make the Tasks app available to users, you can configure system preferences to customize the system for your company.To configure system preferences:In the Task Management navigati...
Maintaining task management jurisdictions
Maintaining task management jurisdictionsYou can use the Jurisdictions editor in Task Management to add and maintain jurisdictions. The Jurisdictions editor includes two different modes: jurisdiction properties mode and entity properties mode. When the editor is in jurisdiction properties mode, you can perform these tasks: Adding jurisdictions Copying jurisdiction settings Modifying jurisdictio...
Administering due dates
Administering due datesTask Management includes the Due Dates app, which allows the system administrator to define and assign due dates for reusability in scheduling a task for tasks generated through the Task Generation app.Adding due datesThe due dates can be selected when creating and modifying tasks through the Task Generation app. For more information, see Administering Task Generation.To ...
Administering workflow profiles
Administering workflow profilesTask Management includes the Workflow Profiles app, which defines and stores user roles at an entity level to a profile. The workflow profiles are utilized by Task Templates app for reusability through the Task Generation app.Adding workflow profiles In the Task Management navigation pane, click Administration. Expand Tasks, and then click Workflow Profiles.lvapp....
Administering task templates
Administering task templatesTask Management includes the Task Templates app, which allows the system administrator to create and maintain tasks to be used over time for tasks generated through the Task Generation app.Adding task templatesTo add a task template: In the Task Management navigation pane, click Administration. Expand Tasks, and then click Task Templates.lvapp. The Task Templ...
Administering task generation
Administering task generationTask Management includes the Task Generation app, which allows the system administrator to generate tasks as defined on the Due date, Task Template and Workflow Profile apps.Defining the global settings for task generationYou can define the default settings for the Task Generation app for all 4 frequency period (Annual, Quarterly, Monthly, Weekly).To modify the task...
Understanding task types and roles
Understanding task types and rolesTask Management has two types of tasks: workflow tasks and assigned tasks. Workflow tasks can be assigned to a preparer, reviewer, and approver who can track task status through a workflow. Assigned tasks are assigned to one or more users, but do not include a preparer, reviewer, or approver.Task Management includes the following roles:AdministratorThe Administ...
Administering tasks
Administering tasksTask Management includes the Task Details app, which allows you to administer the tasks in the system.Note: You must complete step 1 through step 6 before you create and update tasks.Before you begin working with administration apps, read “Understanding task types and roles”.Working with administration apps includes the following tasks:Adding tasksUpdating tasksDuplicating ta...
Administering task reminders
Administering task remindersYou can set up automated email reminders based on the tasks in the system and their relevant dates. For example, you can send Preparers an automated email the day after the required start date of a task to remind them that they have a task that should have been started. Similarly, you can send an automated email to Approvers for a task to remind them of an upcoming d...