Tasks represent an action a task assignee must undertake and are connected to individual pages in Anaplan boards and worksheets. It uses the full scope of features available to pages: grids, charts, actions, and others.
Tasks are the building blocks of Workflow, and are either one-off tasks, also known as page tasks, or are strung together to create a Workflow template. Tasks, individually or as part of a workflow, relate to business processes within your organization, and deliver task assignees actions to undertake.
Note: Only Workflow owners can create and assign tasks.
For example, a task can ask that a user access a particular page in Anaplan and add a travel expense to an expense worksheet. This can be either part of a larger monthly process for expense approval, or a one-off expense for which an expedient workaround has been created.
A Workflow owner can create tasks directly from the page where the task takes place, or from the Workflow menu .
Every task consists of a title, a description, one or more task assignees, and an optional due date. These may also require an additional approval step for a specified approver.
There are different types of tasks in Workflow:
- Page tasks: A one-off task assigned to a single Anaplan user.
- Group tasks: A task that is assigned to a group of users. Any of the users can complete the task.
- Hierarchical tasks: A group of tasks that follows a sequence of dependent tasks.
- Machine tasks: A task driven by an Anaplan action. Machine tasks don't require user interaction.
- Decision tasks: A task that decides on approvals of specific steps during a running workflow.
- Notification step: A task that sends a custom notification message to an assigned user.
- Data Orchestrator: A task driven by an Anaplan Data Orchestrator action.
