Inserting Tasks/Task Groups into the Task List in co

Use

To complete a process in Schedule Manager, you need to split the process into its parts (programs, transactions, jobs). You can then insert, delete and reorganize the tasks or task groups (tasks grouped according to content or time-based criteria) chronologically in the task list.

Prerequisites

You create a task list .

Procedure

Inserting Tasks/Task Groups in the Task List

1. Choose Change task list.
2. Select the highest node under which the new task/task group should appear.
3. Use a right mouse click to choose Insert task.
   You can enter a different description for the task/task group and also choose the task type. You can specify the person responsible for the task.
4. Choose Insert.
5. Save the changes.
   The task types are displayed by various symbols in the structure tree of the task list.

Using Existing Tasks as Templates for New Tasks

1. Use a right mouse click to select the task that you want to use as the template for the new task.
2. Choose Copy.
3. Position your cursor on the node under which the new task is to be assigned.
4. Use a right mouse click to choose Insert.
5. Save your changes to the task list.

Changing or Deleting Tasks

1. Choose Change task list.
2. Use a right mouse click to select the task to be checked/deleted.
3. Choose Change or Delete.
4. Save the changes.

Reorganizing Tasks in the Task List

1. You can use drag-and-drop to move a task to another position in the task list.
2. Save the changes.

Result

You can now process the task plan by scheduling the tasks in the daily overview.

Note that you can enter a relative start time when creating a task. You require this start time, if you want to schedule a complete task list .
To prevent tasks from being started at weekends or public holidays, you can restrict start dates to calendar days and weekdays.

Creating a Task List

Use

The task list forms the basis of the scheduler. This is where you arrange tasks or task groups into a chronological structure that represents an entire process (such as period-end closing).

Prerequisites

You have divided the process to be displayed into its components (programs, transactions, and jobs).

Procedure

1. Choose Task list
® Create.
2. Enter a name for the new task list.
3. Choose Insert.
   A detail screen appears.

4. Enter a description for the new task list.
5. Specify the display format for the daily and monthly overviews.
6. Save your entries.

Result

You have created a task list in which you can now insert tasks.

See also:

Creating New Tasks/Task Groups in the Task List

To create and process a copy of the SAP task list in your own namespace, choose Task list ® Save.

Task Types

You can use the following types of task in the task plan:

• Job chains executed in the background (= flow definition)
• Individual jobs executed in the background (= program with variant)
• Programs or transactions executed online.
• Notes as placeholder to describe a task that you do not process in the SAP System (such as "inform Mr. X")

It is only programs with variants that can be scheduled in the daily view and the system executes them automatically.The system cannot start programs and transactions. You can start these manually from the task list. To do so, use the right mouse button to choose Execute.

See also:

Inserting Your Own Programs into the Task List

Task List

Definition

A structured group of tasks, which are executed periodically, and possibly by more than one user to complete a certain process, such as, period-end closing.

Use

The task list enables you to schedule your process (split into tasks) in the daily overview ( Scheduling in the Daily Overview).

Structure

The task list is displayed as a structure tree, into which you can insert different task types.

Integration

The Schedule Manager consists of the daily overview and the monthly overview.

Using the Scheduler

Use

In the scheduler, you can execute and monitor complex business flows, for example, period-end closing. You can define task lists if you have the corresponding authorization.

Integration

• You can group tasks that are to be executed in the background in a particular order, (and which are controlled by the workflow) into a
flow definition.
• You monitor flows and jobs during and after processing in the
monitor

• Use the multilevel
worklist to improve performance and reduce error processing.

Prerequisites

Before using the scheduler, you need to create a task list in which you can later insert the tasks to be scheduled.

Features

The scheduler is divided up into three areas:

• Task list

Tasks structured into task groups in chronological order, which are executed periodically, possibly by more than one user to complete a certain process.

• Monthly overview

An overview of the current and previous month.

You can select a day from the monthly overview, which the system then displays in the daily overview in detail.

• Daily overview

Overview of the tasks to be done during the day.

Tasks created in the task list are scheduled in the daily overview. The system displays executed tasks in the daily overview with the time that they started.

Activities

Create a task list.

Schedule tasks in the daily overview and if required, have the system execute them.

Individual Functions of the Schedule Manager

Use

A number of periodic tasks are executed on a regular basis (daily, weekly, or monthly) in the SAP System. An example of such a task is period-end closing. This requires the processing of a large number of individual objects at certain times. This process is supported by the individual components of the Schedule Manager.

Features

Flow definition

In a flow definition, you can link tasks to each other if they are related or if you wish to use a worklist in them. You can therefore schedule a flow definition as a task in the scheduler.

See also Using the Flow Definition in the SAP Library.

Scheduler

In the scheduler, you can schedule tasks in a structure tree. You can use drag-and-drop in a daily overview to enable the system to execute the tasks at a certain time.

See also Using the Scheduler in the SAP Library.

Monitor

The monitor gives you an overview of the scheduled tasks during and after processing. You can correct faulty objects in a worklist.

See also Using the Monitor in the SAP Library.

Worklist

Objects that are to be processed in a processing step sequence are managed in the worklist.

The worklist monitor presents information such as which objects were processed without errors and which objects could not be processed. You can display information on the cause of errors, and thus control the way in which the object is processed further.

The worklist ensures that when a processing step sequence is processed again, the system only processes the objects which had errors or which you manually instructed the system to reprocess. Define the processing step sequence in the flow definition.

See also Multilevel Worklist in the SAP Library.