Quick summary
- Every task has a category (where it belongs), a type (the kind of work) and a status.
- Most tasks complete once their document is approved; you mark a record task done yourself.
- Tasks in the Product category unlock once you map a framework to that product.
Task categories
Task types
A category says where a task belongs. Its type says what kind of work it is, and shows as a badge in the task list and at the top of its sheet. Types include:- Document: a policy or procedure to write.
- Record: evidence you keep.
- Personnel: appointing someone or checking their details.
- Action, Review and Risk.
Task statuses
If every task behind a requirement is Not applicable, you still set the requirement to Not applicable yourself.
Related articles
Completing a task
Take the suggested action and move a task to Completed.
Framework progress
How task statuses roll up into a requirement’s status.