Overview of Tasks

Overview of Tasks

To access all existing tasks, click the Task menu at the top of the page.

Task Groups

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. 



Types of Tasks 

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.

  • Risk Register — When viewing a Threat or Control in the Risk Register, you can create and assign a Task at the bottom.




    • Related Articles

    • Overview of Assessments

      To create your first assessment definition, your account must have at least one question library. Contact ComplyAssistant if you want to use a system-defined question library. Types of Assessments There are several types of assessments. Internally ...

    • Manage Tasks for Registered Threats and Controls

      Create and assign a task to someone in your organization for both Threats and Controls. Begin by selecting Add Task under Tasks near the bottom of the page. Then follow the instructions for creating and assigning a Task. If creating a Task from ...

    • Create and Assign a Task

      You can create a task and optionally assign it to one or more people. Besides creating general action items, you can create tasks related directly to other compliance items. See Types of Tasks in the Overview for more info. To create and assign a ...

    • Regulation management process

      Regulation management organizes your compliance activities around regulations and the parts of the rule. This module gives you the ability to record compliance and risk levels for each location in your organization, assign risk mitigation procedures, ...

    • Overview of Risk Register

      The ComplyAssistant Risk Register allows you to track and manage security Threats and associated Controls across your organization. You can register a series of system-defined Threats and Controls or add and register your own. In order to access the ...