Completing an Assessment Task

 

To complete a Manual Task, open the task and click Mark as Complete (1) at the top of the View/Edit Task window.

📋 Note: Users with admin privileges can configure task permission settings to give the Assessment Approver the option to review and approve a task before it is marked as complete or incomplete. See Configuring Task Permissions.

Alternatively, click the Actions icon (2) to the right of the task record on the Tasks page and select Mark task as Complete from the context menu.

If the task permission setting is set to Submit for Approval, the Submit for Approval option becomes available instead. This allows the assessment approver to review the task and mark it as complete or incomplete based on whether the assignee's actions were sufficient.

After selecting Submit for Approval, a popup modal appears where the task assignee can describe the actions taken to satisfy the task requirements.

📋 Note: The Submit for Approval option applies to manual and auto-remediation tasks only.

TrustArc  ·  Completing a Task  ·  support.trustarc.com