| Table of Contents | ||
|---|---|---|
|
| Live Search | ||||
|---|---|---|---|---|
|
Overview
The To-Do List is a consolidated area containing all your ZenGRC assignments. Assessments, requests and tasks that require action from you are located here. In addition, you will receive email reminders for the items in which you are assigned.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
| Info | ||
|---|---|---|
| ||
For instructions on email alerts for To-Do List assignments, please see Responding to Email Notifications. |
Viewing Current Assignments
The To-Do List automatically defaults to your current list needing immediate attention.
To view your assigned items, complete the following steps:
Viewing Upcoming Items
Compliance items that list you as a reviewer or verifier are located in the Upcoming Items tab. They do not require action from you until the current assignee submits information or verifies a submission. Then these items are added to your To-Do Items list.
To view upcoming items, complete the following steps:
Viewing Submitted Items
You can also quickly see the items already submitted and alter them if necessary. If the items you've submitted have verifiers or reviewers who have yet to take action on them, those items will wait in the Submitted Items tab.
To view your submitted items, complete the following steps:
Viewing Completed Items
Items you've already addressed can be viewed and changed, if necessary. If they didn't have verfiers or approvers, the items are placed directly in the Completed Items tab after you submit them. If they have verifiers or reviewers, the items are only moved to the Completed Items tab once all assigned users have approved them.To view items you've completed, complete the following steps:Click the Completed items tab.
Opening Tasks, Assessments and Requests
To open an assessment, request or issue, complete the following steps:
Once on the Tasks, Assessments or Requests sub tab, click a linked item in the Title column.
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:
| Info | ||
|---|---|---|
| ||
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.| Info | ||
|---|---|---|
| ||
For instructions on adding or removing headings, please see /wiki/spaces/ZenGRCOnboardingGuide/pages/359071970. |
Alternatively, you can click Download all attachments. The zip file downloads in the manner specified in your browser and includes all attachments added to any 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 along with other functionality.| Info | ||
|---|---|---|
| ||
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.
Table of Contents
| Live Search | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Page Tree | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|