Assigning Tasks

Distribute compliance work across your team with task assignments.

Creating Tasks

Navigate to Tasks → New Task.

Fill in the task details:

- Title — Clear description of what needs to be done. - Description — Additional context and instructions. - Assignee — The team member responsible. - Due date — When the task should be completed. - Priority — Low, Medium, High, or Urgent. - Related items — Link to a control, risk, vendor, or policy.

Click Create Task.

Task Sources

Tasks can be created from multiple places:

Controls — Assign someone to fix a failing control.
Evidence — Request evidence from a team member.
Risks — Assign risk treatment actions.
Policies — Assign policy review or updates.
Findings — Assign audit finding remediation.

Task Dashboard

The task dashboard shows:

ToDo — Tasks assigned to you.
Team Tasks — All tasks across your organization.
Overdue — Tasks past their due date.
Completed — Recently completed tasks.

Filter by assignee, priority, due date, or related item.