Flow: General

Purpose

An activity flow is a sequence of activities, each consisting of a group of actions required to achieve a specific goal. The flow guides users through a series of task groups and tasks necessary for planning and consolidation processes.

In JustPerform, the flow is divided into three levels of grouping based on the purpose of the process.

Activity

Each activity in the flow has a specific purpose and contributes to the overall goal of the process. By breaking down a process into individual activities, it becomes easier to identify areas for process segregation by user groups and to optimize the process for efficiency and effectiveness. In the context of flow, an activity typically refers to a process or sub-process that needs to be completed to move the process forward.

General Examples of activities in an Activity Flow:

• Budgeting and forecasting
• Financial modelling and reporting
• Performance reporting
• Revenue planning
• Capital expenditure planning
• Cost analysis and optimization
• Staff cost planning

Activity Details

v26.02: Restrict Visibility of Internal Link Tasks Based on User Authorization

This enhancement strengthens security by ensuring users only see Internal Link Tasks they are authorized to access. Previously, all tasks—including restricted internal tasks—were visible to all users, leading to unnecessary exposure and potential confusion.

When Show Authorized Tasks Only in the Activity Details panel is enabled (the default), the system displays only tasks that match the user’s assigned roles and permissions. Any Internal Link Tasks the user is not authorized to view are automatically hidden. This ensures users interact only with relevant, permitted tasks while preserving existing role-based authorization logic.

When a user opens an activity and views the task list, the system displays an information section indicating how many internal task links are hidden due to permission settings or organizational policies. This section can be collapsed or removed when not needed. If removed, it remains hidden until the user navigates away and returns to the page, or until the conditions that trigger its display occur again.

Automation

The purpose of automation is to enable changes in data status for metrics as the status of an activity changes. When automation is enabled in an activity, Automation 1 is created by default. Automation includes an automation name and one or more groups, where all customization is done.

Each group has two sections: Trigger and Action.

Trigger

The trigger specifies when the automation should occur and for which combination of parameters.

• When: Dropdown selection to choose the incidence that triggers the automation.

• Parameter: Activity status selections are From and To.

Action

This section defines the modifications that will occur when the trigger is initiated.

Then: The action to be triggered by automation, selectable from a dropdown.

Metric: The metric that will update when the automation occurs.

Fields: Member selection for the metrics used above.

From and To: Selection to choose data status values.

Task Group

A task group is a collection of related tasks or activities grouped together for a specific purpose or goal. Task groups are commonly used in organizational settings to manage and streamline work activities.

A task group may be responsible for a range of activities, such as data collection, financial analysis, budgeting, forecasting, financial reporting, and consolidation. These task groups may be cross-functional, with members from different departments or teams, working together for a defined period until the goal is achieved.

Example: If a project involves finance planning activities, one task group might be responsible for creating the Profit & Loss report, while another task group might focus on building the Balance Sheet and Cash Flow.

Task

A task is a specific action or set of actions that need to be completed to achieve a part of an activity (goal). Tasks are typically part of a larger project or process, ensuring that work is completed efficiently and effectively. To manage tasks effectively, it is important to break down larger projects or processes into smaller, more manageable tasks.

Example: For creating a Profit & Loss Report, tasks might include gathering data from required processes, running allocations, performing eliminations, and generating the report.