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Exclude Tasks for specific periods in Task Manager

Accepted answer
edited Sep 25, 2020 4:06AM in Financial Consolidation and Close 4 comments


Exclude Tasks for specific periods in Task Manager


We are currently working on setting up Task Manager for one of our client who does monthly close

However, there are set of tasks that are not applicable every month but are only applicable during Q'Close and few additional tasks for Year End close

We have create one template and added all the tasks based on which we setup a schedule for every month. However, we don't see any option to explicitly exclude few tasks to apply only for Quarter ending months (Mar, Jun, Sep, Dec)

Does anyone has any solution on how to achieve this using task manager?


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