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Administrator Guide
Last Updated: 2024-10-18
Steps: Set Up Task Consolidation

Steps: Set Up Task Consolidation

Set up task consolidation security so you can consolidate tasks into a single workbook and complete them at once.
Example: You want to consolidate offer and propose compensation events.
When you consolidate tasks into a workbook, Workday prevents you from accessing those tasks in
My Tasks
. If you delete a task from a workbook, Workday makes it available in
My Tasks
 again.
You can't consolidate tasks that another person has delegated to you, or that you've delegated to another person.
If a workbook contains purged candidates or job applications, Workday hides any personally identifiable data related to candidates and business process comments.
  1. Edit Domain Security Policies.
    Grant security groups
    Modify
     access for these domains in the System functional area:
    • Consolidate Tasks
      , for
      Public Groups
       and
      Unconstrained Groups
      .
    • Drive
      , for
      All Role-Based Groups
      ,
      Public Groups
      , and
      Unconstrained Groups
      .
    Grant security groups
    View
     and
    Modify
     access on the
    Worksheets
     domain for
    All Role-Based Groups
    ,
    Public Groups
    , and
    Unconstrained Groups
    .
  2. Select the
    Consolidate Tasks
     check box to enable task consolidation on the business process security policy.
  3. Activate Pending Security Policy Changes.
Access the
Consolidate Tasks
 report to consolidate available tasks.