Planning & Tasks

The Planning section is the project-management hub inside an audit. It combines a task board with scheduling so everyone can see what needs to happen to reach compliance — and who’s doing it.

It tracks two kinds of work:

Type	What it is
Task	A piece of work tied to a requirement — completing an assessment or providing evidence.
Remediation action	A security control or fix being put in place to close a compliance gap.

The task board

Tasks and remediation actions share a three-column board — To Do, In Progress and Done. Drag a card between columns to update its status; the change saves instantly.

Task cards

Each card shows its title, the requirement it relates to, the people assigned, start and due dates, and its status. From a card you can change status, edit dates, add or remove people, leave a comment, or jump to the related requirement.

Remediation action cards

These sit alongside tasks and show the action’s name, description, owners, schedule, status and whether it came from the suggested-measures library or was created from scratch.

Creating work

Tasks usually appear automatically when someone is assigned to a requirement, but you can also add tasks or remediation actions manually. When creating a remediation action you set a name, description, due date and owners — and you can start from a ready-made control in the Suggested Measures library to pre-fill the details.

Assigning people

Assign one or more colleagues to any card. They’ll see the item in their Dashboard’s My Tasks list straight away. Remove someone with a single click.

Coverage at a glance

A measures coverage figure at the top shows the share of requirements that already have at least one remediation action — helping managers spot the gaps that still lack a plan.

Comments and filtering

Tasks support threaded comments, timestamped and attributed, visible to everyone in the workspace. You can filter the board by status, by assignee, or by type.

Who can do what

Action	Admin	Domain Manager	Analyst	Approver	Auditee	Reader
View the board	✓	✓	✓	✓	✓	✓
Move / edit cards	✓	✓	✓	✗	✗	✗
Assign people	✓	✓	✓	✗	✗	✗
Comment	✓	✓	✓	✗	✗	✗
Create tasks / actions	✓	✓	✓	✗	✗	✗