Task Management

Accessing Task Management

• Navigate to the Task Management option in the left-side navigation menu.

• The main screen displays a list of tasks with details such as:

  • Task Title

  • Cadence (Frequency) – e.g., ONCE, WEEKLY

  • Creation/Due Dates

  • Task Status – e.g., Active, Overdue

• You can use the Search Task bar to quickly find a specific task.

Viewing Tasks

1. From the list of tasks, select View Tasks to see all task details.

2. The task list view shows:

   • Task ID

   • Assigned To (email of the responsible user)

   • Assigned By (creator or delegator of the task)

   • Start Date & Due Date

   • Task Status (e.g., Overdue, Completed, Active)

Task Details

Clicking on the 3-dots/ ellipsis against a task opens a detailed view that includes:

• Task Title & Status (e.g., Test Task 4 – Overdue)

• Completion Options:

  • Attach File / Upload Document as evidence of completion.

  • Cancel Task if it’s no longer needed.

  • Mark as Complete once the task has been fulfilled.

• Task Detail Section

  • Task Title - Title given to the task

  • Task Priority – LOW, MEDIUM, or HIGH.

  • Description – additional notes or clarifications.

  • Compliance Rule – references to the compliance rule that the task supports.

  • Start Date – when the task begins.

  • Assigned By – the person who created/assigned the task.

Evidence Upload

• • Users can upload supporting documents (e.g., reports, audit logs, or proof of compliance).

  • Accepted file types: .pdf, .docx, .pptx, .csv, .zip, .xlsx, .json.

  • Evidence ensures proper compliance tracking and audit readiness.

Assigning and Delegating

• Tasks are assigned to specific users based on their roles.

• The Assign To and Assign By fields make responsibilities clear.

• Managers can monitor accountability and performance through overdue or completed statuses.

Completing a Task

To complete a task:

1. Open the task from the Task List.

2. Review the compliance rule and details.

3. Attach/upload any required documents as evidence.

4. Click Mark as Complete.

5. The task status will update to Completed.

Best Practices

• Regular Monitoring: Check overdue tasks regularly to prevent compliance gaps.

• Evidence Upload: Always attach supporting files to completed tasks for audits.

• Use Cadence Wisely: Align task frequency with compliance requirements (e.g., annual audits vs. weekly reports).

• Collaboration: Assign tasks clearly to responsible team members with the right permissions.