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Adaptive Planning
Last Updated: 2026-03-13
Create Level and Sheet Workflow Tasks for Legacy Processes

Create Level and Sheet Workflow Tasks for Legacy Processes

The functionalities in this topic relate to the legacy workflow and process tracker feature. We recommend that you uptake configurable workflows, a new framework that enables you to design, orchestrate, and execute planning cycles. You can create reusable workflow definitions using a graphical builder, assign tasks dynamically to users, user groups or associations, and manage the entire lifecycle within Hubs. This feature replaces the legacy workflow and process tracker. See Steps: Set Up Configurable Workflows.
  • To send notifications to users with tasks assigned to them, select the
    Workflow and Process Tracker alerts
     check box in
    Administration
    General Setup
    .
  • Security:
    • Access Process Tracker
       permission.
    • Complete Tasks Assigned to Self
       permission.
    • Complete Any Task
       permission.
    • Manage Tasks
       permission.
    • Manage Processes
       permission.
The functionalities in this topic relate to the legacy workflow and process tracker feature. We recommend that you uptake configurable workflows, a new framework that enables you to design, orchestrate, and execute planning cycles. You can create reusable workflow definitions using a graphical builder, assign tasks dynamically to users, user groups or associations, and manage the entire lifecycle within Hubs. This feature replaces the legacy workflow and process tracker. See Enable Configurable Workflows.
Processes and process tasks enable teams to collaborate to complete their planning cycles. Teams can use processes to:
  • Create, manage, and complete tasks.
  • Monitor task progress as teams work towards configured due dates.
  • Communicate with each other using notes on tasks or notifications from process administrators.
As a process administrator, you can create either standard tasks or:
  • Level workflow tasks to track the workflow status changes of a particular level for a version.
  • Sheet workflow tasks to track the worklow status changes of a particular assumptions sheet for a version.
Level and sheet workflow tasks can:
  • Include task names, task descriptions, task due dates, attachments, and notes.
  • Point to the relevant assumptions sheets and workflow levels. Users with access must manually navigate to the
    Assumptions
     and
    Workflow
     pages to take action.
You can clone existing tasks and change the clones to save time.
  1. Select
    Processes
    Overview
     from the main menu.
  2. Navigate to your process.
  3. Select
    Create Task
    .
  4. As you create your process tasks, consider:
    Option Description
    Task Type
    Select either:
    • Level workflow task
      .
    • Sheet workflow task
      .
    Due date or Days before process target date
    Due date or Days after process target date
    Select a due date or number of days before the process target date that the task is due.
    Due dates and target dates are time-zone aware. Users see them according to their local time. Example: A process administrator in Los Angeles creates a task due at 1:00:00 PST. The assignee in New York City sees it as due at 1:00:00 EST, even though they work in a different time zone.
As you create tasks, we automatically order them according to this logic:
  1. Due date. The earliest tasks display at the top of the stacks and the most recent tasks at the bottom.
  2. If the due date is the same, order by task name.
  3. If both due date and task name are the same, order by assignee name.
  4. If all of the above are the same, order by task creation date.