NetClose - Task Data Validation
Overview
After your task list has been uploaded into NetClose, the next step in the implementation process is to review and validate your task data. The following are recommended steps to validate your task data.
Validate Non-Working Days
Navigation: NetClose > Setup > Non-Working Days
Please validate your Non-Working Days and Work Calendars, making any adjustments if needed.
Validate Task Templates
Navigation: NetClose > Lists > Tasks
By default, this list will show all task templates as well as any period-specific tasks that have been generated. To see task templates only, you can change your view here:
It is recommended to review the following:
- Number of Tasks
- Task Names
- Preparers and Reviewers
- Due Dates
- Task Classifications
- Subsidiaries, if applicable
- Any other Task fields, as desired
To see additional Task fields not shown by default, go to Edit View.
Then, under the Results tab, add any additional fields you'd like to review and Save.
Validate Generated Tasks
Prerequisite: Tasks must be generated for a specific period.
Once generated, navigate to NetClose > Tasks > Task List or Task Board
It is recommended to review these at a high-level prior to the Tasks Training call.