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Compliance Tasks

Track the work behind your controls, risks, issues and audits: who owns it, when it is due, and what is done.

Where to find it
Compliance (GRC) › Compliance Tasks
Who can use it
Anyone with a GRC role that can view compliance data; creating, editing and completing tasks need a role that can edit; deleting needs a role that can delete
Plan
Compliance (GRC) platform
For
Everyone

What the page is for

Compliance Tasks is the to-do list for your compliance program. Each task has an owner, a priority, a due date and a status, and can be tied to a control or a risk. Tasks are also created automatically from other parts of the module, for example a risk treatment, an issue, an audit request or an evidence request, and each one links back to what created it.

You can view tasks as a list or as a board with a column per status. Tasks can repeat: when a repeating task is completed, the next one is created with the due date moved forward. Tasks tied to a control can carry file attachments, which are encrypted and filed as evidence for that control.

Each task has its own comment thread. Type @ and a name to tell somebody about the task; they are emailed the comment.

What you see

The Compliance Tasks page, with the list, board and new task, summary cards, filters, task list and task dialog numbered 1 to 5.
The Compliance Tasks page. Numbers match the list below.
  1. List, Board and New task: switch between the List view and the Board view, and create a task with New task.
  2. Summary cards: All tasks, Open, Assigned to me, Overdue, Due today and Completed (7 days). Click a card to filter.
  3. Filters: Search, Status, Priority, Assignee, Type, Source and Overdue only, with Filter and Clear.
  4. Task list: Actions (view, edit, delete), a done tick box, Task (with control, risk, source and repeat badges), Type, Priority, Assignee, Due and Status.
  5. Task dialog: Title, Type, Description, Priority, Assignee, Due, Status, Repeats, Related risk and Related control, with Save task.

How to create a task

  1. Select New task.
  2. Enter a Title (required) and choose a Type, Priority, Assignee, Due date and Status.
  3. To make it repeat, choose a schedule in Repeats.
  4. Optionally pick a Related risk, and a Related control (use Filter by code or name to find it).
  5. Select Save task.

How to update or complete a task

  1. In the list, tick the box next to the task to mark it complete, or change the Status list on its row.
  2. On the board, drag a card to another column to change its status.
  3. If the task repeats, a message tells you when the next one is due.
  4. To change other details, select the edit (pencil) button and then Save task.

How to comment and attach evidence

  1. Click a task's name (or the view button) to open it.
  2. Under Comments, type your comment. Type @ and a name to notify someone, then select Post comment.
  3. Under Attachments, choose a file and select Attach as evidence. The file is encrypted and filed as evidence for the task's control.

How to delete a task

  1. Select the delete (bin) button on the task's row.
  2. Confirm with Yes, delete it. Its comments are deleted too; evidence it attached stays.

Tips

  • Use Assigned to me and Overdue cards for a quick personal view, or open My Compliance Work for everything waiting on you.
  • Overdue tasks show a red alarm icon beside the due date.
  • Use Source to see only tasks created from risks, issues, audit requests or evidence requests.
  • Filtered views have their own web address, so you can bookmark them.

Troubleshooting

  • "No tasks yet". Select Create the first task, or create tasks from risks, issues and audits.
  • "No tasks match these filters". Select Clear to reset the filters.
  • "Link a control to this task to attach evidence files." Attachments are saved as evidence for a control. Edit the task, pick a Related control, then attach.
  • "Showing the first 5,000 tasks." Use the filters to narrow the list.
  • "Your GRC role does not include viewing tasks." Ask a GRC administrator for a suitable role.

Task guides that use this page

Still need help?

Search the support centre, or contact our support team and tell us which page you were on.

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