Articles on: OneClickComply Guides

Marking Tasks as Manual

In order to move from your Outstanding Tasks area to the Manual Task Queue, they need to be marked as manual first. You can mark tasks within the Review area.

First, navigate to your desired task in Outstanding Tasks, then select Review. See below:



Once in the Review window, scroll down to the bottom area of the task, where you will find several different options. We're interested in Add to manual list.



Selecting Add to manual list will move the task from Outstanding Tasks into your Manual Task Queue. From here, you will be able to follow the steps outlined in the Task Details and fulfil the control requirements by hand. (Note: The task will not be considered completed by the platform unless it has been marked completed by a user - this will be reflected in any reports or graphs created while tasks are still in the manual queue.)

Click here to learn about completing task manually, or here for completing tasks automatically.

Updated on: 02/12/2024

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