Title – type the title of the task.

Division – select which division(s) should have access to this task. You can also select a specific user to have access to this task if he/she do not have access to the selected division by clicking on the user icon.

Assignor – select a responsible manager of the task. The Assignor is notified if a deadline is exceeded.

Assignee – select the user who is responsible for carrying out the task. The Assignee will be notified in advance about future deadlines.

Enable Review process – If you enable a review process, by ticking this box, the task can be sent back and forth between the assignor and assignee until the assignor approves it or if a reviewer is added, he/she approves it.

Notification – The number of days in advance the assignee should be notified about an upcoming Task.

Description – Describe the task.

Checklist – add a list of elements required for task to be done, or a step by step guide of how the task should be handled.

Questionnaire – Attach any relevant questionnaires to the task by either selecting from existing questionnaires or by creating a new questionnaire. Adding a questionnaire will give you detailed data of the responses and allows creating issues (non-conformities) and corrective actions to support a more compliance-driven process.

Frequency - You can add a frequency which will generate multiple deadlines similar to a reoccurring calendar-invitation.

Deadline(s) – You can add one or multiple individual deadlines.