Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Working with Reconciliations
- Basic settings in Aico documents
- Excel Support
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Manual closing tasks
Users and User Groups
- Overview of Users and User Groups
- Add user accounts
- Edit user account data
- Manage user groups
- Manage user roles
- Copying roles at the company level
- Copy user roles from individual users
- Create a user report
- Manage administrative user rights
- Super user mode
- Additional super user global admin rights
- User and User group export and import
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- Managing PDFs
- Users and User Groups
- Introducing Automation Manager
- Core Set Up
- Introducing task templates
- Creating task template details
- The Aico Document
- Aico document headers
- Preparer and Approver workflow settings
- Overriding parameters at a company level
- Master data export and import
- Set a custom schedule
- Dependent tasks in Aico
- How to use Smart tags in Aico
- How to add an attachment to a task template
- How to create a preparer start time
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
Creating task template details
Modified on Thu, 22 Jun 2023 at 03:36 PM
This article deals with the principles behind creating task templates in Automation manager.
This article looks at the Details section that make up the first and last sections of the task template, as explained in the previous article.
The Details section: Part 1
In Automation Manager, go to:
2. Task template
You will be presented with a blank task template which should be completed as described below.
1. Give the task a meaningful name and it will appear as the task name in the task itself.
2. The description is often used to give the end user instructions on how to perform the task.
3. The code is critical in the Automation manager set up. Unlike the name, it has to be unique, as these codes are key to identifying the task and have a significant role in the export/import of task templates.
You are free to enter your own coding convention. However, if you leave the code empty, Automation manager will take the Process code that you have set on the task and add the next available number in the sequence.
4. Select the appropriate Task type for the template. For example, Manual Workflow Task, SAP account reconciliation or eBS submit request. This will then change the task parameters that appear, which you can read more about here.
The Details section: Part 2
The second part of the details section is found after the Task parameter sections.
This final part of creating a task template links the template to the correct process, schedule and companies.
you can read these articles for more information about task types:
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