If I create a task that isn't mapped to a requirement, does it still track?
If I create a task that isn't mapped to a requirement, does it still track?
Yes, it still tracks as a task, but it proves nothing against a framework. Map it to a requirement if you need it to count towards compliance. See Creating custom tasks.
Who should I assign a task to?
Who should I assign a task to?
A named person. Tasks are assigned to people, not to roles or groups, so before someone leaves, filter by Assignee to find their tasks and hand them on. See Task management.
Do I have to manually mark every task complete?
Do I have to manually mark every task complete?
No. Most tasks resolve on their own once the document behind them is approved. A record task, with no document to approve, is marked done directly. See Completing a task.
When do product-specific tasks appear?
When do product-specific tasks appear?
Once you map a framework to that product. Any that haven’t been added yet are listed under Show missing tasks on the framework’s page. See Product-specific tasks.
What happens to a product's tasks if I remove the product?
What happens to a product's tasks if I remove the product?
The confirmation lists every task associated with the product, all selected for deletion by default. Deselect any you want to keep before you confirm. See Product-specific tasks.
What happens when I complete a recurring task?
What happens when I complete a recurring task?
Its due date moves forward by one interval, so the next round is already scheduled. See Task management.
What does Generate do for the suggested policies?
What does Generate do for the suggested policies?
It opens a bulk dialog with every suggested task pre-selected, and generates documents from their templates in one pass. Treat each result as a first draft to review, not a finished policy. See Completing a task.
Related articles
Task categories and statuses
The categories, and what each status means.
Creating custom tasks
Add a task Assuric’s defaults don’t cover.