Say goodbye to chaos in your financial operations. OneStream’s Task Manager brings everything together in one place—from period-end closes to compliance workflows.
Take Control of Your Financial Processes with OneStream’s Task Manager
Let’s face it—financial processes can quickly spiral into chaos. Spreadsheets everywhere, endless email threads, missed deadlines, and no clear accountability. Sounds familiar? What if you could bring back structure, clarity, and control?
Meet Task Manager (UTM), one of the most popular solutions from the OneStream MarketPlace. And for good reason.
What is Task Manager?
Task Manager gives you one central hub to manage all your tasks—both inside and outside of OneStream. Whether you’re handling a month-end close, running a budget cycle, or managing a compliance workflow, Task Manager keeps everything (and everyone) on track.
Why it helps you get more out of OneStream
Task Manager was built to streamline financial operations with features like:
- Automatic task assignment based on deadlines or process start dates
- Collaboration tools, including comments, email alerts, and document check-in/check-out
- Clear role definitions for Preparers, Reviewers, and Approvers
- Real-time dashboards showing what’s done, in progress, or overdue
- Doc Add-Ins to easily work with Extensible Documents
The hidden gem: Extensible Documents + Doc Add-Ins
Link Word and Excel files directly to live OneStream data—no more manual updates or version confusion.
When does Task Manager really shine?
If you’re still managing checklists in Excel or juggling folders, Task Manager is a clear upgrade. Use it for:
- Period-end close tasks
- Budgeting and forecasting
- Compliance workflows
- Cross-functional project tracking
Easy to set up
Available via the OneStream MarketPlace, it installs in minutes. No scripting required.
Any downsides?
A few minor ones—holiday calendars apply to tasks, not users or regions, and document handling may require named Excel ranges.
Bottom line: Structure, visibility, and peace of mind
Task Manager gives you the structure and accountability to get your processes under control. If you're using OneStream already, this is the next step.
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