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How can I Create / Add task on Beyond Compliance?

The Task Configuration allows you to create, assign, and manage tasks directly from Requirements → Compliance Rule → Tasks. This ensures compliance activities are tracked and completed on time.

Accessing Task Configuration

  1. Navigate to Requirements from the left-hand menu.

  2. Select a Compliance Rule (e.g., NG_DAS_VASP_292).

  3. Open the Tasks tab.

  4. Click Add Task to begin configuring a task.


Creating a One-Time Task

1. Fill in Task Details

  • Task Title (Required) – A clear, descriptive name for the task.

  • Task Priority (Required) – Select priority (High, Medium, Low).

  • Description (Optional) – Provide additional context or instructions.

2. Assign Task

  • Assign To (Required) – Select a team member or choose "Assign to me."

  • Due Date (Required) – Set a deadline for task completion.

3. Notify Assignee

  • Reminder Date (Required) – Enter how many days before the due date the assignee should be notified.

4. Attach Supporting Material (Optional)

  • Click + Attach Template to upload files (.pdf, .docx, .pptx, .csv, .zip, .xlsx, .json).

5. Save Task

  • Click Add Task to finalize.

  • The task will now appear under the Tasks tab in the selected Compliance Rule.

Creating a Recurring Task

Recurring tasks are ideal for repeated compliance activities (e.g., weekly reviews, monthly reports).

1. Enable Recurring

  • Check the Recurring box.

2. Configure Recurrence Settings

  • Cadence (Required) – Choose frequency (Daily, Weekly, Monthly, etc.).

  • Start Date (Required) – When the recurrence begins.

  • Day of the Week Task Recurs (Required for weekly cadence) – Select the day(s) (e.g., Monday).

3. Task Deadlines & Notifications

  • Task is due (Required) – Define how many days after the recurrence the task should be completed.

  • Notify Assignee (Required) – Define how many days before the recurrence the assignee should be notified.

4. Assign & Save

  • Assign the task to a user.

  • Add description and attach files (optional).

  • Click Add Task.

Key Benefits

  • One-Time Tasks – Best for ad-hoc compliance needs.

  • Recurring Tasks – Ensures ongoing compliance (e.g., weekly monitoring, monthly submissions).

  • Notifications – Keeps assignees accountable with automated reminders.

  • Attachments – Centralizes compliance documents within the task.