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Viewing your Assessment Tasks

 

 

Overview

The Tasks page lets you review and filter all tasks in the system. To access it, hover the mouse over the Assessment Manager icon and select Tasks and Issues (1) > All Tasks (2).

Left navigation showing the path to Tasks and Issues and All Tasks

The Tasks page shows all tasks you have access to. Depending on your user role, the list may show only your own tasks or also tasks assigned to other users.

All Tasks page showing the task list with filter controls

Use the controls at the top of the page to filter the list:

(3)Task Type — filter by task type (see the task type descriptions below).
(4)Record Type — filter by record type.
(5)Task Priority — filter by Low, Medium, or High priority.
(6)Associated Assessment — filter by a specific assessment (if applicable).
(7)My Tasks — check to show only tasks assigned to you.
(8)Include Completed Tasks — check to include past completed tasks, which are hidden by default.
(9)Export Tasks as CSV — exports the current filtered task list as a .csv file.
Task Types

When filtering by Type (3), the following options are available:

Manual — all Manual Tasks.
Survey — all System Tasks automatically created for respondents to answer their assigned questions in a published assessment.
Acceptance — all system tasks automatically created for approvers to review respondent answers before the assessment can progress to Review Complete state.
Remediation — all Remediation Tasks, either created manually by approvers to address issues or triggered automatically as Auto Tasks if configured in the Assessment Template.
Approval — all system tasks automatically created for approvers to approve the assessment once it moves into Pending Approval state.
📋 About Manual Tasks in the list

Manual Tasks appear differently from system-generated tasks. They are always created by a specific user rather than by the system, they may not be associated with any particular assessment, and they can be expanded directly in the task list (13) to view their description and to add comments and attachments. Manual tasks must always be explicitly marked as complete.

TrustArc  ·  Reviewing and Filtering Tasks  ·  support.trustarc.com