To-Do List

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

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 assigned items.
   
   

Accessing the To-Do List from Email Notifications

Filtering the List

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

1. Select from one or more of the drop-down menus:
   1. Related to - This filters the page by audit.
   2. View by type - This narrows the display by assessment, request due by and task.
   3. Due by - This displays items due on the selected date.

   4. New comments - This shows only assignments with unread comments.
      

      NOTE

      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:

1. Click View beside the desired item.
   
   
   
   
2. The page displays with three steps.
   
   
   
   
3. Read the objective, controls, description, and test plan in Step 1.
4. Review requests mapped to the control and enter comments in the Comments text field.
   
   
   
   
5. Click Send.
6. Provide the conclusion in Step 3.
   1. Design - Select from the following:
      1. Effective.
      2. Ineffective.
      3. N/A.
   2. Operational effectiveness - Select from the following:
      1. Effective.
      2. Ineffective.
      3. N/A.
7. Click Complete Assessment to submit the task.

Viewing Submitted Items

To view items you've already completed and submitted, complete the following:

1. Click the Submitted Items box. The page displays with only the items you've completed.
   
   
   
   

   TIP

   Alternatively, click the To-Do Items box to return to your assigned items.

Reassigning a Task

To reassign an item to another user, complete the following steps:

1. Click Dashboard | SoR Dashboard in the left-hand navigation.
   
   
   
   
2. ???Not sure what to click on on this page that would have to do with the To-Do list.
   
   
   
   
3. Click the ellipses to edit the object, which will then give you the option to reassign to a new user.