Tasks module overview

The My Tasks functionality centralizes all actionable items created within 6clicks. This enhances visibility, customization, and reporting across each module that generates an action within its individual workflow, improving efficiency.

Tasks overview

Select My Tasks at the top of the left-hand menu to navigate to the Tasks page.

The Tasks page provides the most important elements of task management at a glance by displaying a preview of each task that requires progression, all organized by column headings highlighting key information.

If the name of a task is longer than the column, hover the mouse over the name to see the full name.

The Linked To column shows the parent module where a task originated. 

The status of a task can be changed under the Status column. 

You can filter the list based on the type or status of tasks:

If the task is open or complete:

You can also filter by due dates:

Tasks can be viewed by when they are due. Click the drop-down icon on each accordion to view the tasks due in that time frame.

Switch the Tasks toggle to the Calendar view to see tasks scheduled throughout the entire month or year.

Functions within a task

From the Tasks page, select a task to view its details. The task modal below is specific to project tasks, risk treatment plan actions, control responsibilities, and issue actions. It features the following fields:

• Overview: Contains the description of the task
• Owner: Shows the owner of the task. Multiple owners can be assigned to a task. 
• Type: Indicates the task type. Learn more about the different types of tasks.
• Assigned Members: Displays the users assigned to complete the task
• Created Date: Details when the task was created

On the upper-right part of the page, the Due Date label shows the upcoming due date for a task. If a due date has passed, the label will show Overdue. To see the due date for an overdue task, hover over the label and the date will be displayed. If the due date is the current date, the label will show "Today."

Click Status to change the status of the task.

On the side panel, the Comments tab is where users can leave comments or chat with other assigned members or task owners.

Meanwhile, the Linked Data tab shows the parent details linked to the task. 

Under the Attachments option, files can be added to the task by clicking the + icon. Attachments can then be viewed by clicking the drop-down icon on the accordion.

Task notifications

Task due dates trigger email notifications to task owners to alert them of upcoming tasks they need to complete. Notifications follow the sequence and frequency outlined below:

• 7 days before the due date
• 3 days before the due date
• 1 day before the due date
• On the day of the due date

Types of tasks

Different types of tasks can be assigned to a user. These include:

• Control responsibilities
• Attestations
• Risk treatment plans
• Issue actions
• Assessment responses (Question-Based)