Quick BI:Filling Task Issued

Basic information

• By default, the title is the name of the current workbook. You can change the task name.

  

• Select the sheet that you want to distribute from the sheet options. You can configure different filling tasks for different sheet pages of the workbook. This option is required.

  

• In a push channel, you can customize the Channel Method and Recipient information and Add Push Channels.

  Channel Method	Description
  In-station letter	You can select users or user groups in the same organization and unlimited space to push the in-station message. You can select multiple recipients. After the in-station task is sent, you will receive the following pending task on the Quick BI notification page:
  Mail	You can send emails to multiple users and user groups in the same organization.
  Custom Channel	You can use custom channels to push data. For more information, see Custom channels.

Period setting

• Scheduled delivery

  • After you turn on the switch, the task is scheduled based on the specified time. You can set the task to One Time Task or Hour, Day, Week, Month, Quarter, or Year.

  • A single task is sent only once. You only need to specify the time when the task is first sent. For example, if you select 15:30:59 on July 20, 2023, the task is pushed only once at 15:30:59 on July 20, 2023.

  • Each task is pushed based on the day time. For example, the first task is pushed at 15:30:59 on July 20, 2023. In this case, the next task is pushed at 15:30:59 on July 21, 2023. Each time the task is pushed to the end, one more task is added.

  • Weekly tasks are pushed based on the time of the week. For example, the first task is pushed at 15:30:59 on July 20, 2023. In this case, one task is pushed, and the next task is pushed at 15:30:59 on July 27, 2023. Until the task is completed, one more task is pushed each time.

  • The push logic for other hours, months, quarters, and years is the same.

  • In the Custom Cycle section, you can schedule the task every xx hours based on your needs. You can set the first time and end time. This schedule is automatically repeated within the end time.

• Reporting Period

  • By default, the filling task is turned off. After you turn on the switch, the filling task ends based on the specified deadline.

  • If the distribution cycle is Single Task, you only need to enter the deadline.

  • When the issue cycle is a recurring task, you can set the deadline for the cycle task to complete within xx of each task, as shown in the following figure:

Push tasks

In this example, the message center in the internal message is used.

• Follow the preceding procedure to configure Cycle Settings in the Inbound Message mode and click in the upper-right corner of the page. On the Pending My Submission page, you will receive a corresponding to-do reminder.

• If you have entered the task from other channels, such as Report Favorites and Email, click Ignore to ignore the task.

• Click Submit. On the page that appears, you can edit, add, and delete data.

• In the Details section, you can view information such as the agent type, deadline, initiator, and submission. You can select Submit to go to the table submission page.

Task Issuance Management

After the task is distributed, when the filling work changes and the task needs to be modified, suspended, or deleted, you can use the distributed task management

Procedure

• In the left-side navigation pane, click Fill in the left-side navigation pane. On the page that appears, click Submit Task Management.

Features

• After the filling task is sent, the configured filling task can be modified in the task management.

• For periodic filling tasks, you can suspend task delivery and resume task delivery.

  • Pause Task: Click Pause to pause the scheduled task.

  • Resume task: Click Resume to resume the scheduled task.

    Note

    If you select One-time Task, you cannot use this feature.

• Click to delete the sent task.