Page Comparison

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

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Accessing the To-Do List from Email 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.

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1. Click the Upcoming items tab.
2. The page refreshes.
3. 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.

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1. Click the Submitted items tab.
2. The page refreshes.
3. Select the Tasks, Assessments, or Requests sub tab to view the items in your queue.

Viewing Completed Items

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Tasks

To open a task, complete the following steps:

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Control Assessments

To open an assessment, complete the following steps:

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Requests

To view requests, complete the following steps:

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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:

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Exporting from the To-Do List

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Actions on the To-Do List

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