Cloud data source types: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

On-premises data source types: Oracle Hyperion Planning, Oracle Hyperion Financial Management

To open a task list from Excel:

1. From the Smart View ribbon or menu, click Panel.

2. If prompted, enter your user name and password.

3. From the Smart View Panel, do one of the following:

   • From Recently Used on Smart View Home, click the name of a task list.

   • From Shared Connections or Private Connections, navigate to the task list that you want to open, and then click Open Task List on the Action Panel.

To open a task list from Outlook:

1. Ensure that Outlook displays a Oracle Smart View for Office menu. If it does not, do the following:

   1. Close Outlook.

   2. In Excel, from the Smart View ribbon, click Options, then Advanced in the left panel.

   3. Clear Disable Smart View add-in in Outlook.

   4. Click OK.

   5. Reopen Outlook.

2. Ensure that you are connected to a data source as described in Managing Data Source Connections.

3. From the Outlook toolbar, click Smart View, and then select Panel to display the Smart View Panel.

4. From the Smart View Panel, do one of the following:

   • From Recently Used on Smart View Home, click the name of a task list.

   • From Shared Connections or Private Connections, navigate to the task list that you want to open, and then click Open Task List on the Action Panel.