Create and Manage Tasks
Tasks help you track compliance work that needs to get done. You can create tasks for yourself or assign them to staff members, who’ll get an email notification.
Creating a Task
Go to Tasks in the main navigation
Select Create Task
Fill in the details:
- Description — what needs to be done (required)
- Due Date — when it needs to be done by
- Assign To — leave blank to keep it unassigned, or select a staff member
Select Create Task
If you assign the task to someone, they’ll receive an email with a link to view the task.
Completing a Task
If you’re the assigned staff member:
Open the task from your Staff Portal and select Mark as Done. This sends it to admin for review.
If you’re an admin:
Open the task, select Edit, change the Status to Complete, and select Save Changes.
Task Statuses
| Status | Meaning |
|---|---|
Not Complete | Work hasn’t started yet |
In Progress | Someone’s working on it |
Pending Review | Staff marked it done, waiting for admin review |
Complete | Done |
Reassigning a Task
Open the task, select Edit, choose a different person from the Assign To dropdown, and select Save Changes. The new assignee receives an email notification.
Comments and Files
Each task has a comments section for updates and discussion. You can also attach files to tasks using the Upload File button.
What Staff See
Staff members see their assigned tasks in the My Tasks section of the Staff Portal. Overdue tasks are highlighted, and they can mark tasks as done when finished.