Linking a task to a requirement

Roles and permissions

The following roles can link a task to a requirement:

Administrators
Compliance managers
Users

Tip

For more information, see the Adding a task to a requirement video at the bottom of the page.

How to link a task to a requirement

From the left menu, select Programs.
Select your program.
Select the Requirements tab.
Select the requirement you want to link a task to.
Click the Task icon.
Optionally, click the Pin icon to pin the Tasks panel.
Click New task.
The Task window opens.
Do any or all of the following:
1. Enter a name for the task (required).
  Tip
  Task titles have a 250-character limit.
2. Enter a description with any additional information the assignee might need. The following rich text formatting is supported: bulleted and numbered lists, headings, links, code, emojis, bold, italic, and strikethrough.
3. From the Assign by drop-down menu, select Individual or Group.
  Individual - Assigns a single individual to the task. Select an assignee from the Owner drop-down menu.
  Note
  Email notifications are not sent if the individual creating the task is also the assignee. If the assignee is different from the individual creating the task, the assignee receives an email notification indicating that they've been assigned a task.
  Group - Assigns a group to the task. Select a group from the Group drop-down menu. By default, the group lead is designated as the owner. If the group doesn't have a group lead, select an individual from the Owner drop-down menu.
4. Change any of the following by hovering over the field value and clicking the Edit icon. Note that the task's status and target cannot be changed until the task is created.
  Due date - Select a date from the calendar.
  Priority
  Target - When the task is closed, proof attached to this task is linked to the target object. If necessary, you can change the target on a task after it's created.
  See Changing targets for tasks.
  Note
  Proof cannot be linked until the task is created. When proof is uploaded, it's linked to the task and is visible in the task's proof area. The proof remains linked to the task until the task is submitted and closed.
  When the task is closed, the proof can be found in the task's proof area, the linked object's Proof tab—e.g. the Proof tab of a control—, and in the organization's main proof list. This activity can be observed in the task's Activity Feed.
Note
By design, if a task assignee changes a task from Not started to In progress, the task status still shows Submit. The Activity Feed shows the actual status of In progress.
Click Create.
The task is created.

Adding a task to a requirement video

Watch this short video to learn more about adding tasks to requirements.

Linking a task to a requirement

Roles and permissions

Tip

Tip

Note

Note

Note

Adding a task to a requirement video

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