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Quick summary
  • Every task comes with guidance and, usually, a suggested action.
  • Find every task on the Tasks page under Compliance, or one framework’s tasks on its Tasks tab.
  • One task can satisfy requirements in several frameworks, so completing it once counts everywhere it’s mapped.

Find your tasks

Open Compliance → Tasks for the full list, or a framework’s Tasks tab for just its own. To see only yours, filter by My tasks.

What happens when you open a task

A requirement is what a framework asks for, and a task is the work that meets it. Click a task to open its sheet. Read the guidance and take the suggested action (most tasks have one), and the task moves towards Completed.
A task sheet showing the guidance panel, the Status, Due Date and Assignees fields, and a Suggested Actions panel with Generate Document and Add Document buttons

A task sheet. 1 The guidance. 2 Its status, due date and assignees. 3 The suggested action.

Mapped Requirements lists every requirement the task satisfies. Complete the task once and it counts everywhere it’s mapped.

What’s in this section

What’s covered elsewhere

Frameworks: Overview

What a task satisfies, and how the two are mapped.

Adding a product

How mapping a framework to a product brings in its tasks.