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For more information, see Responding to Action Item EmailNotifications.

Filtering the List

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To filter the To-Do List, complete the following steps:

  1. Select from one or more of the drop-down menus:
    1. Related to - This filters the page by audit.
    2. View by type - This narrows the display by assessment, request due by and task.
    3. Due by - This displays items due on the selected date.
    4. New comments - This shows only assignments with unread comments.

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      As selections are made, the page updates in real time.


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Only a user with administrative privileges can reassign items.

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For more information, see System-of-Record Dashboard.