Tasks Overview
Tasks help you track compliance activities, assignments, and deadlines.
What are Tasks?
Tasks represent work items in your compliance program:
- Control implementation
- Document reviews
- Risk assessments
- Audit preparations
- Remediation actions
Task Views
Kanban Board
Visual board with columns for each status:
- Drag and drop to change status
- See work in progress at a glance
- Identify bottlenecks
List View
Traditional table view:
- Sort by any column
- Filter by multiple criteria
- Bulk actions
Task Properties
| Property | Description |
|---|---|
| Title | Task name |
| Description | Detailed instructions |
| Assignee | Person responsible |
| Due Date | Deadline |
| Priority | High, Medium, Low |
| Status | Current state |
| Category | Task type |
Task Relationships
Tasks connect to:
Task Workflow
Key Actions
| Action | Description |
|---|---|
| Create | Add new tasks |
| Assign | Assign to team members |
| Update Status | Move through workflow |
| Link | Connect to controls, documents |
| Comment | Discuss with team |
Next Steps
- Kanban Board — Visual task management
- List View — Table-based task management
- Task Statuses — Configure workflow