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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

The Activity Overview Table gives you a snapshot of all compliance activities in your Annual Wheel, including their scheduling, ownership, and progress at a glance.

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

Each activity's tasks are displayed with colour-coded statuses:

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

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Select an activity to view its tasks, statuses, and assigned performers.

Activity-menu

Filtering and Reporting

Use filters to narrow the activity list by business area, tag, compliance type, responsible person, or completion status — filters can be combined for more refined results. You can also export the filtered data for management reporting, audit readiness, or annual reviews.

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