Linking a task to an evaluation

Roles and permissions

The following roles can link a task to an evaluation:

Administrators
Compliance managers
Users

Workflow

Typically, a user is assigned a task to evaluate a control. The user reports any findings by creating an issue and assigning it to the right person who can remediate it. When the issue is remediated, the user then changes the evaluation’s status to Closed as it is now at an end state.

To link a task to an evaluation:

From the left menu, select Assessments.
Select your assessment.
Select the Evaluations tab.
Select the evaluation you want to link a task to.
In the right pane, scroll to Tasks, and then click the Task button.
The Task window opens.
Do any or all of the following:
- Enter a name for the task (required)
  Tip
  Task titles have a 250-character limit.
- 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.
- 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.
  Assignee (by default, the task is assigned to the task creator)
  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.
  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.
  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.
Click Create.
The task is created.

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Linking a task to an evaluation

Roles and permissions

Tip

Note

Note

Note

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