ComplyAssistant organizes your tasks in task groups. These are either user-made groups or groups made by ComplyAssistant to organize tasks around other compliance items in the application. When creating a task, you can choose an existing task group or create a new one.
You can create tasks in various places through the application. All of these tasks will be accessible in the Tasks page.
Assessments — By assigning an internal assessment, ComplyAssistant creates a task representing the action to complete it.
Assessment Answers — When viewing the report of an assessment, you can create a task by clicking Create Task in the dropdown menu found in the answer's task section. You can also create a task when answering a question
Events: When viewing an assessment, you can create a task by clicking Task Event in the Action Box.
Regulation Management: When viewing a rule in regulation management, you can create a task by clicking Add Task in the Action Dropdown Menu.
Audits: When viewing an audit, you can create a Task by clicking Assign Audit in the Action Box. This task will require the assignee to add a report upon completion.
Audit Reports: When viewing an audit report, you can create a Task by clicking Task Audit Report in the Action Box
Documentation: When viewing a document, you can create a Task by clicking Task Document in the Action Box.
Contracts: Contracts support general tasks as well as administrator-defined workflow tasks. When viewing a contract, you can add a general task by clicking General Task Contract in the Action Box. See the Contracts section in the knowledge base for the description on how to set up workflow tasks.