TASK MANAGER
FEATURES & PRICING
FEATURE
DESCRIPTION
Build and Manage World Class Processes
Financial Close Processes
Plan your Financial Close Calendar and Processes.
Manage all closing Tasks and Checklists. Ensure all
tasks are executed by the book in a streamlined
process and close in time with confidence.
4
Other Finance &
Accounting Routines
Reporting, VAT/Tax filings, Forecasts, Budget Process,
Reviews, Manual Journals, PBC Lists (Prepared by client).
4
Operational Checklists & Processes
Create Operational Tasks and Checklists with their own
due dates, separate from your Financial Close.
4
Financial Controls
Tasks can be tagged as Control Items and easily
accessible for review of Internal Audit or Control Team.
Across all department and legal entities.
4
Process Concept
Optimized for recurring processes. Plan and create
Tasks Lists with categories, sub-types and hierarchy
between Tasks and sub-tasks. Set due dates in relation
to a Zero day to achieve a smooth process flow.
4
Task Lists
All the Tasks in your Financial Close or Operational
Process that belong together, can be tied to the same
Zero day in the Task List.
4
Team Concept
Define your teams and have the team be responsible
for performing the Task list. Main Task Owner can be
defined in combination with Teams. Users can be part
of multiple teams for different Tasks lists.
4
Categories, Grouping and Tagging
You can tie the Task to a specific Legal Entity and
Department. Select Main Task Type and Sub-Type.
Custom Fields are available for your own classification,
grouping and tagging.
4
Internal Controls Tagging
Specific Tagging of Tasks that are control items in
Internal Controls. Allows for a review of Internal
Controls items across different Task Lists and owners.
4
Task Creation
Define the Tasks name, Owner, Description, Due date in
relation to a Zero day, Frequency, Procedure description
including potential Evidence/Document requirements.
4
Task Templates
You define your Tasks Template once and set its duedate in relation to a Zero day.
4
Scheduling
When creating a task list and adding tasks to it, each
task’s due date will be automatically set according to
the zero date of the task list.
4
Recurring and non-recurring Tasks
A Task can be recurring or non-recurring (Ad-hoc).
Recurring Tasks will automatically start when a new
period or Task List is started.
4
Task Setup
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FEATURE
DESCRIPTION
Certification Rules
Apply business rules to Tasks; Preparer must add a
document or comment, all checklist items must be
selected before the preparer can certify.
4
Approval Workflow
Smooth workflow (up to five approvers) to Prepare,
Approve, Reject and Review Tasks. Comments can be
added to improve workflow efficiency. Approval is
optional.
4
Alerts, Reminders & Notifications
Alerts and Notifications including e-mail alerts. Set
reminder due dates and times.
4
Task Creation
Create tasks.
4
Sub-Tasks Dependencies
Create Sub-Tasks to a Task. Sub-Tasks may need to
be completed before Main Task can be closed.
4
Integrated Checklists
Integrated Checklists on each Task or Sub-Task. Gives
an easy overview of all the checklist items that needs
to be performed before the Task can be completed.
4
Attach Documents or Links to Tasks
Attach Documents or URL links to Tasks. If made
mandatory the Task can´t be completed unless there is
a document uploaded.
4
Comments
Add comments to Tasks for smooth collaboration and
for traceability.
4
Certification Assurance
Task Preparer and Approver certify that Tasks are
performed according to guidelines and criteria’s for
supporting documentation.
4
Task Lists Creation
Group all the Tasks that belong in a common process
in a Task List. Select the Tasks automatically by
filtering on Type, subtype and categorisation of the
Tasks.
4
Task List Activation
As all the Tasks in the Task List are defined in relation to
a Zero day, you only need to set the Zero day for a Task
List, and all Tasks will get their date set automatically (as
their due date is set in relation to a Zero day)
4
Time Tracking
Set your expected completion time and compare actual
vs expected times. Identify bottlenecks and fine-tune
your processes.
4
Intuitive Home Page with My Tasks
The main working area for users. Home Page with
clear overview of your Tasks. Sort on Status, Teams,
Categories and other tags. Both tables and charts.
4
Dashboard and Reports
Dashboard and reports of Tasks on user level, team
level, department or legal entity level, on categories or
grouping. Review status and performance.
4
Save Reporting Views*
Sort and filter and save your own reports.
4
Export to Excel
Easy Export reports to Excel for analysis, sharing and
printing.
4
Workflow and Alerts
Tasks
Task Lists
Analytics - Reports & Dashboards
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FEATURE
DESCRIPTION
Integrity, Governance and Security
Audit Trails
All workflow related actions, document uploads, and
comment entries etc. are logged with timestamp and
user information.
4
Segregation of Duties
Prevent preparers from approving and/or reviewing
their own Tasks.
4
Whitelist of Documentation*
Whitelist is a list of users that have read access to the
document or link. Protects the integrity of sensitive
information.
4
Encryption of all Documentation
All uploaded documentation is encrypted.
4
Access Right Control
Possibility to restrict users to only access and view
their own Tasks.
4
Single Sign-On
Integrate with your Active Directory for Single-Sign on
and user control.
4
Secure Cloud Hosting and Storage
Data stored in highly secure, redundant data centers
with disaster recovery.
4
Intuitive and Modern Design
Designed like modern web applications for an intuitive
experience.
4
Fast and responsive based on latest
web technologies
The use of the latest web technologies such as HTML5
and CSS3 allows for a very fast and responsive
application. Minimizes page load and waiting time.
4
Multilingual User interface
Designed to support multiple languages. Each user can
select their own preferred language.
4
User Interface
* Not in first release. Planned for future release.
PRICES
TASK MANAGER per user and month
$
Basic Support
4
10% of
yearly fee
Advanced Support *
Legal Entities
10
- Additional 10 Legal Entities
(per month)
$
Maximum Approvers
2
Not Applicable
- Additional Approvers
Maximum Custom Fields
5
- Additional Custom Fields
(per month)
$
Document Storage (GB)
100 Gbyte
- Additional Document Storage
(per month per 10 GB)
$
Note: All per user products require an annual contract. Planned releases are subject to change
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