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Overview
The To-Do List compiles all assessments, requests and tasks in one section that are assigned to ZenGRC users. The assignees are sent email notifications on the items needing attention.
Accessing the To-Do List
To access theTo-Do List, complete the following steps:Click To-Do List in the left-hand navigation.
The page displays with all your items.
Accessing the To-Do List from Email Notifications
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For instructions on email alerts for To-Do List assignments, see Responding to Notifications. |
Viewing Upcoming Items
The To-Do List automatically defaults to your current list that needs immediate attention. However, you can quickly see the items that will be added to your To-Do Items list once the current assignee submits information or verifies a submission. These are typically items that list you as a reviewer or verifier.
To view upcoming items, complete the following steps:
- Click the Upcoming items tab.
- The page refreshes.
- Select the Tasks, Assessments, or Requests sub tab to view the items in your queue.
Viewing Submitted Items
You can also quickly see the items already submitted and alter them if necessary.
To view your submitted items, complete the following steps:
- Click the Submitted items tab.
- The page refreshes.
- Select the Tasks, Assessments, or Requests sub tab to view the items in your queue.
Viewing Completed Items
Items you've already addressed can be viewed and changed, if necessary.To view items you've completed, complete the following steps:Click the Completed items tab.
Tasks
To open a task, complete the following steps:
The page displays.
Control Assessments
To open an assessment, complete the following steps:
The page displays.
Requests
To view requests, complete the following steps:
The page displays.
Creating a New Item
The To-Do List provides the ability to create a new task, assessment or request directly on the To-Do List module.
To create a new item on the To-Do List, complete the following steps:
Depending on the sub tab selected, a button displays to create a new object.
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For instructions on completing the remainder of the form, please see Creating New Objects. |
Exporting from the To-Do List
Assessments, requests and tasks can be exported directly from the To-Do List. Each object type is exported separately, but they all share common steps.On the displayed page, select headings for data to export. The export only contains information for the headings shown.
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For instructions on adding or removing headings, please see /wiki/spaces/ZenGRCOnboardingGuide/pages/359071970. |
Alternatively, you can click Download ZIP. The zip file downloads in the manner specified in your browser and includes all attachments added to the object.
Actions on the To-Do List
The To-Do List has navigation and functionality common across the module home pages in the application. You can perform activities such as bulk editing, filtering data and status updates. And opening a linked item displays the details page that has additional fields to edit and other functionality.| Info | ||
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For instructions on common navigation, please see /wiki/spaces/ZenGRCOnboardingGuide/pages/359071970 and Actions on the Details Page in the Fundamentals of Navigating and Editing documentation. |
Overview
Whether you're an occasional user or a power user, the To-Do List centralizes assignments allowing you to focus on critical tasks that need immediate attention.
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