Open a task, read its guidance, take the suggested action, and move it to Completed. Plus generating missing policies in bulk.
Quick summary
Every task comes with guidance and, usually, a suggested action to get the work done.
On a document task, Generate Document drafts one with AI from Assuric’s template in one click, and Add Document links one you already have.
Most tasks complete on their own once the document behind them is approved, and a record task is marked done directly.
1
Open the task and read the guidance
Every task starts the same way: click it on the Tasks page, or on a framework’s Tasks tab, and its sheet opens alongside the list. The panel at the top explains what the task is, and some guidance ends with Next steps.
2
Take the suggested action
Suggested Actions, below the task’s details, gives you the quickest way to get it done:
Task
Suggested action
Document tasks, such as policies
Generate Document drafts one with AI from Assuric’s template in one click, and Add Document links one you already have.
Tasks done elsewhere in Assuric, such as appointing people to key roles or staff training
Go to Page takes you there, with a line saying what to do, such as Visit the Officers section to track your officers in Assuric.
Setup tasks and custom tasks
No suggested action: the guidance tells you what to do.
Suggested Actions on a Personnel-type task. Go to Page takes you to where the work happens.
Review anything Generate Document produces: it’s a first draft, not a finished policy.
3
Attach your evidence
Attach any other evidence the task needs, beyond a generated document, under Associated Documents or Associated Evidence on the same sheet.
4
Mark it complete
Most tasks complete on their own once you approve the document behind them. A record task has no document to approve, so you mark it done directly from its Status (see task statuses).
The Policies category header shows Generate, with a count of the policy tasks that have no document yet. Click it to open a dialog with all of those tasks pre-selected, deselect any you don’t want yet, then generate the rest in one pass.
The Generate Documents from Templates dialog: every suggested task is pre-selected, and generation runs across all of them in one pass.
