[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-247049-105":53,"doc-detail-247049-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","task-manager-guide-pv660-sv102","Task Manager Guide - PV660 SV102","","Task Manager Guide for PV660 SV102 provides detailed setup and administration instructions for configuring the OneStream Task Manager. It covers prerequisites and dependencies, installation and solution launch, global options such as close dates, and core configuration areas including categories, holiday profiles, user preferences, and task security. The guide further explains creating and managing task groups and tasks, scheduling actions, importing and exporting configurations, configuring notifications, and using scorecard and analysis views. It concludes with security, data/document management, bulk processing, and appendices for state diagrams and custom event models.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/task-manager-guide-pv660-sv102/247049/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/task-manager-guide-pv660-sv102/247049.png","ImageObject",442,249,{"name":88,"@type":89},"Elsa","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",22,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What does the guide cover for PV660 SV102 installation and setup?","Question",{"text":109,"@type":110},"It covers dependencies, selecting the development location, configuring the application server, installing and setting up Task Manager, creating required tables, launching the solution, and reviewing package contents and naming conventions.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How are global settings like close dates and holiday profiles configured?",{"text":114,"@type":110},"The guide explains Global Options, setting Close Dates, managing close date panes (including day maps), and importing/exporting close date templates. It also details Holiday Profiles panes, holiday offsets, and related icon-bar actions.",{"name":116,"@type":107,"acceptedAnswer":117},"How does the guide describe task security and administrative control?",{"text":118,"@type":110},"It provides Task Security and Dashboard Security topics, explains segregation of duties, covers task administration concepts, and includes how to manage task groups, frequency, access, local admin, and task group administration actions.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},247049,1791746529,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},137455077381,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Task Manager Guide  \nPV660 SV102   \nCopyright © 2023 OneStream Software LLC. All rights reserved.  \nAny warranty with respect to the software or its functionality will be expressly given in the Subscription License Agreement or Software License and Services Agreement between OneStream and the warrantee. This document does not itself constitute a representation or warranty with respect to the software or any related matter.  \nOneStream Software, OneStream, Extensible Dimensionality and the OneStream logo are trademarks of OneStream Software LLC in the United States and other countries. Microsoft, Microsoft Azure, Microsoft Office, Windows, Windows Server, Excel, . NET Framework, Internet Information Services, Windows Communication Foundation and SQL Server are registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. DevExpress is a registered trademark of Developer Express, Inc. Cisco is a registered trademark of Cisco Systems, Inc. Intel is a trademark of Intel Corporation. AMD64 is a trademark of Advanced Micro Devices, Inc. Other names may be trademarks of their respective owners.  \nTable of Contents  \nOverview  1  \nSetup and Installation  2  \nDependencies  2  \nSelect the Task Manager Development Location  2  \nApplication Server Settings  3  \nConfigure the OneStream Application Server  3  \nInstall Task Manager  4  \nSet Up Task Manager  5  \nCreate Tables and Launch Solution  5  \nPackage Contents  6  \nSettings  7  \nGlobal Options  7  \nClose Dates  11  \nTask Close Dates Pane  11  \nClose Date (Day Map) Pane  12  \nImport, Export and Template for Close Dates  12  \nDelete All  14  \nCategories  15  \nCategory 1, Category 2, Category 3  15  \nImport and Export  16  \nCategories Buttons  16  \nCategory  17  \nDescription  17  \nOrder  17  \nInstructions  17  \nFile Name  19  \nDescription  19  \nUser  19  \nTime Stamp (UTC)  19  \nTask Instructions Icon Bar  19  \nHoliday Profiles  20  \nHoliday Profiles Pane  20  \nHoliday Offsets Pane  21  \nHoliday Profiles Icon Bar  21  \nUser Preferences  24  \nStart Page  24  \nSimplified Scorecard  24  \nTask Status Sync Type  24  \nUser Time  25  \nDaylight Savings  25  \nXFDoc Add-Ins Settings  25  \nDownloading the PowerPoint Add-In  26  \nDownloading the Word Add-In  27  \nXFDoc Builder Overview  28  \nUsing XFDoc Builder  28  \nUninstall  30  \nTask Manager Security  31  \nTask Security  31  \nDashboard Security  31  \nSegregation of Duties  32  \nTask Administration  33  \nManage Task Groups  34  \nTask Group  34  \nFrequency  34  \nAccess  35  \nLocal Admin  35  \nInstructions  35  \nTask Groups Button Bar  36  \nTask Group Icon Bar  38  \nPublish  38  \nCopy  39  \nDelete  39  \nImport, Export, and Template for Task Groups, Task Definitionsand Task Dependencies  40  \nImport  40  \nExport  41  \nExcel Template  42  \nTasks  44  \nTasks Pane Icon Bar  45  \nTasks Pane Button Bar  47  \nEdit Task Information  47  \nInfo  48  \nRole  50  \nSchedule  51  \nAction  52  \nStatus  53  \nValidation  54  \nAction Types  54  \nNo Action  54  \nCustom Task  54  \nData Management  56  \nDependent Group  56  \nDocument Management  58  \nOpen Dashboard  59  \nOpen Page  59  \nOpen URL  59  \nOpen Workflow  60  \nSet Up Task Notifications  61  \nCreate a Task andAdd the Task Manager Sequences  62  \nNotification Emails  66  \nManage Dependent Tasks  67  \nSwitch Between Task Analysis and Scorecard Pages  68  \nTask Filter Menu Bar  69  \nTime  69  \nRole  69  \nGroup  69  \nCategory Filters  70  \nRefresh  70  \nAdditional Information  70  \nScorecard  71  \nScorecard  71  \nScorecard – Simplified view  73  \nAnalyze Tasks  74  \nExplorer Pivot  74  \nTimeliness Trend (Administrator Only)  75  \nAll Commentary  75  \nTask Details  76  \nRefresh Task State  76  \nSelect Tasks to Process  76  \nTask State Indicator  77  \nTask Action Menu Bar  77  \nAttachments Menu Bar  79  \nDependents (tasks with dependencies only)  80  \nInstructions (tasks with instructions only)  81  \nExecute Tasks  83  \nTask State Actions  86  \nPreparation  87  \n% Prepared  ","cbCaiscAqdfWG6Ce","https://ap.wps.com/l/cbCaiscAqdfWG6Ce","pdf",4151225,133,"English","# Overview\n# Setup and Installation\n## Dependencies\n## Select the Task Manager Development Location\n## Application Server Settings\n## Configure the OneStream Application Server\n## Install Task Manager\n## Set Up Task Manager\n## Create Tables and Launch Solution\n## Package Contents\n# Settings\n## Global Options\n## Close Dates\n## Task Close Dates Pane\n## Close Date (Day Map) Pane\n## Import, Export and Template for Close Dates\n## Delete All\n# Categories\n## Category 1, Category 2, Category 3\n## Import and Export\n## Categories Buttons\n## Category 17\n## Description\n## Order\n## Instructions\n## File Name\n## User\n## Time Stamp (UTC)\n# Holiday Profiles\n## Holiday Profiles Pane\n## Holiday Offsets Pane\n## Holiday Profiles Icon Bar\n# User Preferences\n## Start Page\n## Simplified Scorecard\n## Task Status Sync Type\n## User Time\n## Daylight Savings\n## XFDoc Add-Ins Settings\n# Task Manager Security\n## Task Security\n## Dashboard Security\n## Segregation of Duties\n# Manage Task Groups\n## Task Group\n## Frequency\n## Access\n## Local Admin\n## Instructions\n# Tasks\n## Tasks Pane Icon Bar\n## Tasks Pane Button Bar\n## Edit Task Information\n## Role\n## Schedule\n## Action\n## Status\n## Validation\n## Action Types","[{\"question\":\"What does the guide cover for PV660 SV102 installation and setup?\",\"answer\":\"It covers dependencies, selecting the development location, configuring the application server, installing and setting up Task Manager, creating required tables, launching the solution, and reviewing package contents and naming conventions.\"},{\"question\":\"How are global settings like close dates and holiday profiles configured?\",\"answer\":\"The guide explains Global Options, setting Close Dates, managing close date panes (including day maps), and importing/exporting close date templates. It also details Holiday Profiles panes, holiday offsets, and related icon-bar actions.\"},{\"question\":\"How does the guide describe task security and administrative control?\",\"answer\":\"It provides Task Security and Dashboard Security topics, explains segregation of duties, covers task administration concepts, and includes how to manage task groups, frequency, access, local admin, and task group administration actions.\"}]","Task Manager Guide - PV660 SV102 | PDF",1789239716,47]