The Task Center consolidates all tasks created in Complyance, giving you one place to track status, ownership, and progress.
Creating a Task
Click Add Task to open the Task Drawer. Fill in the Task Name, Description, Assignee, Due Date, and Owner. Assign the task last so the assignee receives the completed details by email.
The user(s) assigned will be notified of their task assignment. The email contains a link for them to click and be taken directly to the task.
Once they hit 'Complete' the task creator is notified - ensuring full end-to-end management of tasks.
Linking Tasks to Other Modules
Tasks can be connected to Controls, Risks, or Vendors for better traceability.
In the Task Drawer, click Link. Search for the item by title and select it. Once linked, references appear at the bottom of the Task Drawer. Clicking them takes you to the related item. Tasks also appear in the Tasks tab of the linked item.
Managing Tasks
Mark tasks complete by clicking Mark as Complete in the top-right of the Task Drawer.
The Task Center helps ensure accountability and keeps your compliance work organized.
Need Help?
Still have questions? Reach out to our support team via the Support Center — we’re happy to help.