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Overview
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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Accessing the To-Do List from Email Notifications
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For more information, see Responding to Notifications. |
Filtering the List
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As selections are made, the page updates in real time. |
Viewing and Submitting an Item
To view and submit an item, complete the following steps:
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The actions needed on Step 2 will vary depending on whether your assigned item is an assessment, request, control or issue. |
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Please note that information inserted into the Comments text field does not get exported when evidence is downloaded. However, it will always be viewable in the application. |
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- Design - Select from the following:
- Effective.
- Ineffective.
- N/A.
- Operational effectiveness - Select from the following:
- Effective.
- Ineffective.
- N/A.
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Viewing Submitted Items
To view items you've already completed and submitted, complete the following:
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Alternatively, click the To-Do Items box to return to your assigned items. |
Viewing Incoming 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 list once the current assignee submits information or verifies a submission. These are typically items that you are listed as a reviewer or a verifier.
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- Click the Upcoming items box.
- The page refreshes with those items that will be placed in your To-Do items once an assignee completes the requested action.
Reassigning a Task
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Only a user with administrative privileges can reassign items. |
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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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