Calendar Events: Different Types for Different Purposes

General-purpose task including assignees and optional reviewers.

You can use this task to collect data in your planning process, or use it for any other workflow you'd like to manage in the calendar.

General purpose:

Task to create a story for a presentation. Once the story has been created by the assignee, the reviewer is notified and can review the story.

Purpose for planning process:

Task to enter data for region ‘Spain’ and calendar year ‘2020’ in story ‘Budget 2020’. After the assignee enters the data and submits the task, the reviewer can approve or reject it. Data entry and review both happen in the story or analytic application that the task owner attached to the task as a work file.

In your planning process you want to create a task where you can specify a data slice of your model as the data locking context and the target lock state. The task for the assignees is to lock the data slice they're responsible for.

This task type lets you decide what data is involved, whether to lock or unlock it, when to make the change, and who's responsible for changing the lock state.

To automate your planning process, you want to schedule a data action to run automatically at a specific time.

Besides setting the start time of the data action, this task type lets you decide how to set parameter values, whether others can view this task, and whether to publish the target version automatically when the data action finishes running.

To structure your planning process, or any other workflow, you can create a process to group together several steps.

This event type lets you manage your tasks in one parent event. The child events can be tasks or even other processes with their child events.

General tasks have one or more assignees tasked with data entry in your planning process, or with any other work you want to organize in the calendar.

In your planning process, general tasks let assignees enter data directly in the story or analytic application that the task owner attached as a work file. Alternatively, the owner can also add any URL to the task to gather information.

General tasks and review tasks are automatically created when the owner of a composite task converts the task to a process.

The conversion results in a process with a general task as a child event. If reviewers have been added to the composite task, one review task for each review round will be added as additional child events.

In addition, review tasks are automatically created as part of the migration of your calendar events: Your new processes get a review task for each review round from your old process.

If you need to add reviewers to a general task, you can convert it to a composite task. The process that derives from the conversion of the original composite task will then contain a composite task and a review task.

To add more steps to your workflow, you can convert your general task to a process. The process that derives from the conversion of the original composite task will then contain a child process (that you can enhance with further child events) and a review task.

Review tasks have one or more assigned reviewers to approve or reject a result.

The reviewers check the results of a general task. If they're reviewing a task that was carried out in a story or analytic application, they can approve or reject it there too.

You want to schedule the automatic publication of a story or an analytic application as a document and display it in the calendar.

Besides setting the start time, publication schedules let you specify the email recipients, different formats, and customized views of the story or analytic application to be published.

In a story based on a planning model you want to gather data from a group of assignees responsible for specific data slices.

Each assignee enters values for a data slice in a private version of the story. Once the owner of the input task approves their input, the data is transferred to the original story and the owner can publish the version to let others view the collected data.