All guides
Guide
Track work with task management
Turn findings into team tasks on an open / in progress / done board.
Tasks keep ad-hoc work visible to the whole team — with owners, priorities and due dates instead of a private to-do list.
Step by step
- 1
Create a task
Use the new-task form on the Tasks page, or convert a risk finding straight into a task from the Risk Center.
- 2
Assign and prioritise
Pick an owner from your workspace, set the priority and a due date so the most important work surfaces first.
- 3
Move it across the board
Drag tasks between Open, In progress and Done — changes apply instantly, no page reload, with optimistic UI rollback on errors.
- 4
Clean up done work
Delete a task with the trash icon once it is no longer relevant — every change is recorded in the audit log.
Tip: Default to one assignee per task — accountability is clearer than shared ownership.