Page Comparison

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The To-Do List compiles all requests and tasks in one section that are assigned to occasional ZenGRC users. The assignees are sent email notifications on the items needing attention.

Accessing the To-Do List

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To access theTo-Do List, complete the following steps:

1. Click ToDo To-Do List in the left-hand navigation.
   
   
   
   
2. The page displays with all your assigned items.
   
   

Accessing the To-Do List from Email Notifications

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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.
      

The page updates as

2. 1. Info
      title NOTE
      As selections are made, the page updates in real time.

      
      

Viewing and Submitting an Item

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1. Click View beside the desired item.
   
   
   
   
2. The page displays with three steps.
   
   
   
   
3. Read the objective, controls, description, and test plan in Step 1.
4. Review requests mapped to the control and enter comments in the Comments text field.
   
   
   
   
5. Click Send.
6. Provide the conclusion in Step 3.
   1. Design - Select from the following:
      1. Effective.
      2. Ineffective.
      3. N/A.
   2. Operational effectiveness - Select from the following:
      1. Effective.
      2. Ineffective.
      3. N/A.
7. Click Complete Assessment to submit the task.

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1. Click the Submitted Items box. The page displays with only the items you've completed.
   
   
   
   

   Tip
   title TIP
   Alternatively, click the To-Do Items box to return to your assigned items.

   
   

Reassigning a Task

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