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Linking a task to a request

Roles and permissions

The following roles can link a task to a request:

  • Administrators

  • Compliance managers

  • Users

To link a task to a request:

  1. From the left menu, select Audits.

  2. Select your audit.

  3. Select the Requests tab.

    requests-tab-generic.png
  4. Select the request you want to link a task to.

  5. Click the Task icon.

    task-icon-generic.png
  6. Optionally, click the Pin icon to pin the Tasks panel.

    tasks-pin-icon-generic.png
  7. Click New task.

    The Task window opens.

  8. Click Create.

    The task is created.