Task Management and Annual Wheel
Learn about compliance task management and how to setup your annual wheel.
Advanced Functionality
- Pinned Comments in Tasks
- How Recurring Tasks Work via the Annual Wheel
- Mentions and References in Task Comments
- How to Assign Multiple Responsible Parties to Tasks in a Group
Overview
- Understanding Task Management in the Platform
- Monitoring Activities and Task Progress
- What Is the Annual Wheel and How Does It Work?
Working with Tasks
- Understanding the Task Board and Columns
- History, Notifications and Outlook Integration
- Task Details: Description, Subtasks and Comments
- Task Status, Metadata and Approvals