Managing Tasks and Requirements
The Assuric platform allows you to view, assign, and manage tasks and requirements across your organisation. Tasks are linked to framework requirements and can be customised, assigned, and tracked.
Understanding Tasks and Requirements
Requirements are verbatim statements from the framework (e.g., Does your organisation have a privacy notice?).
Tasks are actionable steps to meet those requirements (e.g., Create a privacy notice).
Clicking on a requirement shows its associated tasks, and vice versa - clicking on a task shows all mapped requirements
Step 1: Access the Tasks Overview
Navigate to the Tasks Overview page from the left-hand menu.
Tasks are organised into sections, such as:
Policies
Organisation-specific tasks
Product-specific tasks
Use the categories or framework filters to narrow down tasks.
Top tip: Use the My Tasks filter to view tasks assigned to you.
Step 2: Managing Task Status and Assignments
Assign tasks to yourself or others by tagging them.
Move tasks into a preferred order via drag-and-drop.
Bulk actions:
Select multiple tasks or all tasks in a section.
Assign them to a user, set status, or update due dates.
Step 3: Task Completion and Tracking
Once a task is completed, set its status to Complete.
Completed tasks can still be reviewed or reassigned if needed.
Task progress is visible across the overview page and framework views.
Optional extra: Creating Custom Tasks
Click Add New Task.
Enter a task name (example: Prepare for Audit).
Select a task category (e.g., Audit).
Set a due date.
Map the task to relevant framework requirements.
Set status and assign to a user.
Optionally, reorder the task within the section.
