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Monitoring Activities and Task Progress

Once activities are live in your Annual Wheel, you can track both their setup and execution. This ensures that responsibilities are clear and nothing gets lost across compliance cycles.

Activity Overview Table

For each activity, you’ll see:

  • Title
  • Frequency (e.g. yearly)
  • Responsible person
  • Compliance area
  • Month(s) scheduled
  • Progress: how many of the generated tasks are completed

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Task Progress Monitoring

Tasks generated from each activity are linked to the activity and shown with status colours:

  • Green (done)
  • Yellow (ongoing)
  • Red (not started or overdue)

statusbar-annualwheel

You can click an activity to drill down into the list of tasks, their statuses, and the performers.

Activity-menu

Filtering and Reporting

You can filter the activity list by business area, tag, compliance type, responsible person, or completion status. You can also export data for management reporting, audit readiness, or annual reviews.

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