Introduction to the To-Do List

Overview

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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

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

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

Accessing the To-Do List from Email Notifications

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Viewing Current Assignments

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The To-Do List automatically defaults to your current list needing immediate attention.

To view your assigned items, complete the following steps:

1. Click To-Do Items tab.
2. The page refreshes.
3. Select the Tasks, Assessments, or Requests sub tab to view the items.
   
   

Viewing Upcoming Items

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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:

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

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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:

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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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:

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

Opening Tasks, Assessments and Requests

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To open an assessment, request or issue, complete the following steps:

1. Once on the Tasks, Assessments or Requests sub tab, click a linked item in the Title column.
   
   
2. The page displays.

   NOTE

   For instructions on completing an item to which you're assigned, please see Working with Assessments, Working with Requests, and Working with Issues

Creating a New Item

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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:

1. Select a main tab.
2. Click the Tasks, Assessments or Requests sub tab.

3. Depending on the sub tab selected, a button displays to create a new object.

4. Click New (object).
5. The new form displays.

6. In the Audit dropdown, select the audit to which the new item should be mapped.
   
   
   
   

   NOTE

   To understand which fields utilize email notifications when creating a new item, please see Workflow for Assessments and Workflow for Requests and Tasks.

Exporting from the To-Do List

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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.

To export information for objects associated with your to-do list, complete the following steps:

1. Select a main tab.
2. Click the Tasks, Assessments or Requests sub tab.

3. On the displayed page, select headings for data to export. The export only contains information for the headings shown, so they need to be selected prior to export.
   
   

   NOTE

   For instructions on adding or removing headings, please see System of Record List Views.

4. Click Download all attachments. The zip file downloads in the manner specified in your browser and includes all attachments added to any object.
   
   
   
   
5. Alternatively, click Export CSV. The CSV file downloads in the manner specified in your browser.

Additional Actions

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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.