About Task Lists
Depending on the data source, open and manage tasks from the Smart View Panel in Excel or Outlook, or integrate task lists from the data source into Outlook and use Outlook functionality to manage tasks.
Cloud data source types: Planning
On-premises data source types: Oracle Hyperion Planning, Oracle Hyperion Financial Management, Oracle Hyperion Financial Close Management
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In Planning and Financial Management, you can manage tasks from the Smart View Panel in both Excel and Outlook, and integrate task lists into Outlook as described in Working with Tasks from the Smart View Panel.
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In Financial Close Management, you can integrate task lists into Outlook as described in Integrating Task Lists with Microsoft Outlook.
Administrators manage and assign access permissions for task lists. For more information, see the administration documentation for your data source.
Watch this tutorial video to learn about task lists.
