Task Assistant

Task Assistant is a part of Prophix One Intelligence.

You can use the Task Assistant to tell FP&A Plus what to do.

All you need is some familiarity with the words or phrases to use with Task Assistant.

How to use Task Assistant

  1. In the top right-hand corner of your application, click the Prophix One Intelligence icon:

  2. The Prophix One Intelligence panel opens.

  3. From the drop-down, select Task Assistant.

    The Task Assistant interface opens.

  4. Type a command and press Enter.

    Task Assistant runs the command, or asks for required information that is missing.

     Example:  

    Some examples of using the Launch command:

    • If you type Launch Ad Hoc, Ad Hoc Analysis opens.
    • If you only type Launch, Task Assistant asks "What module would you like to open?"

    • If you type Launch studio, Task Assistant responds with a list of options for you to select from.

    Typically, to continue a conversation with Task Assistant, you do the following:

    • To select an option, speak/type the number of the option, or click it.
    • To answer a question, speak/type your answer.
    • To accept or decline an action, speak/type Yes or No.
    • To end the conversation, speak/type Exit or Cancel.

What you can tell

  • In the following table, parameters that you need to provide appear in this format: [this is a placeholder].
  • If you omit a parameter, that is OK: Task Assistant asks further questions and in certain cases provides options.

  • In some commands, when you have the file open that is the object of the command (for example, a template, a report binder, or other), you can use this in place of the actual file name.

     Example:  Distribute this. (Used with report binders, as described below.)

To ... Speak or type ...
Learn more about using Task Assistant
  • Help
  • What can I do?
  • What can you do?
See a list of your most recent commands
  • History
  • Click (when the results panel is open)
See your assigned tasks
  • What's on my plate?
  • What are my tasks?
  • What are my pending tasks?
Submit a template from a task Submit this
Open a module. Launch [module name]
Open a file. Open [file name]
Find a file Find [file name]
Download a template. Download [file name] as [file type]
Download an external file. Download [file name]
Move to another page in a template.
  • Change the page to [page name]
  • Flip to [page name]
  • How is [page name] looking?
Start an automated process now Run [process group name]
Schedule an automated process Run [process group name] on [date] at [time]
See processes based on status
  • Show me all processes
  • Show me running (or active or started) processes
  • Show me completed (or finished) processes
Assign a dashboard Assign [dashboard name] to [first name] [last name]
Send a notification to a user Send message to [first name] [last name] [message]
Create an announcement Make announcement
Narrate a chart tile
  • Narrate [tile name]
  • Explain [tile name]
Distribute a report binder as a file type
  • Distribute [report binder name] as [file type]
  • Distribute this as [file type]
Send a template for review
  • Ask [first name] [last name] to review [template name]
  • Ask [first name] [last name] to review this

Module names

Launch [module name]

  • If you omit the module name, Task Assistant provides a list of options.
  • For module name you can use any of the following:
    • Ad Hoc or Ad Hoc Analysis
    • Announcements (for Announcements Studio)
    • Dashboards or Dashboard Studio
    • DPM or Detailed Planning Manager
    • Doc Ex or Document Explorer
    • Drill Across or Drill Across Designer
    • Filters Manager
    • Journals or Journals Manager
    • Model Manager
    • Process Manager
    • Report Binder
    • Security Manager
    • System Hub
    • Templates or Template Studio
    • Workflow or Workflow Manager
    • Workflow Tasks

Run command

The Run command has two versions, depending on whether you want to run the process now or in the future.

Run[process group name]

  • Adds the process group to the queue to be run immediately.
  • If you omit the name of the process group,Task Assistant prompts you for it.

Run[process group name]on[date]at[time]

  • Runs the process at a scheduled time.
  • When speaking the date, you can use any format.

  • When typing the date, the format is mm/dd/yyyy.

     Tip:  For the date, you can also say today and yesterday.

  • You can omit either the date or the time.
  • If you omit the time, the default time is midnight of the date you specified.
  • If you omit the date, the process runs today at the time you specified.

The Run command has the following variations:

  • Run[process group name]at[time]
  • Run[process group name]on[date]
  • Run[process group name]on[date]at[time]
  • Run[process group name]at[time]on[date]
  • Run[process group name]at[time][date]
  • Run[process group name][date]at[time]

Distribute command

There are two versions of this Task Assistant command, depending on your location in FP&A Plus

Distribute[report binder name]as[file type]

  • You can give this version of the command from within any module.
  • If you omit the name or file type, Task Assistant prompts you for them.
  • For [file type] you can use any of the following:
    • Excel or Spreadsheet
    • Word or Word Document
    • PowerPoint or Presentation
    • PDF

Distribute this

  • You can use this version of the command if you are in the Report Binder module.
  • This refers to the currently open report binder, which can be an existing report binder, or a brand new unsaved one.