Adding Tasks Manually

To add a new compliance Task manually, select Tasks from the main navigation bar.

Next, select Add Task in the top-right corner.

After clicking Add Task, a pop-up window will appear where you can input details about this new task, including:

• Title: A short name for the task (e.g., “Review Q3 Access”).

• Description: Information on how to complete the task, relevant links, any background context, or specific acceptance criteria (what needs to be done for the task to be considered complete).

• Priority: Choose from P1 (Critical) down to P4 (Low).

• Status: Select the category from To-do, In Review, In Progress, or Complete. This ensures that the task will appear in the correct queue.

• Source: Assign where the task originates from, using one of the following labels: Manual, Detection, Questionnaire, Audit, AI Suggested, or Recurring.

• Category: Define whether it is a Technical (configuration/setting-based) or Operational (administrative) task.

• Repeats: Set the frequency for scheduled tasks using the recurring source, which ensures they appear in your recurring reports (e.g.,

• Due Date: Set a deadline for when the task should be completed.

Once you have provided all the necessary details, click Create Task. The task will be generated immediately and will appear in the To-Do section of your Task list.