Use the Tasks Tab in the Third Party Details Page

You can use the Tasks tab to assign other users tasks relevant to managing the potential risk associated with this third party.

Important:

  • If you don't see the Tasks tab, then this feature has not been enabled.
  • A Level 1 user must have already created one or more task templates before you can follow the steps below. See Create or Edit a Task Template for details.
  1. From the sidebar menu, click Third Parties.

    Note: You can click in the RiskRate header to hide the sidebar menu and then again to display it (i.e., use as a hide/show menu toggle).

  2. Find and click a third party's name, and then click the Tasks tab.

  3. Do any of the following:

Add a Task

  1. In the Tasks tab header, click , and then select a task template.

    Note: Your task template options will most likely be different than the ones shown below.

  2. Adjust the task settings as needed. The Status, Assignee, and Due Date settings are required.

    Notes:

    • All options except Assignment Notes (which is always empty initially) may or may not have default settings. You can change any default setting.
    • The task assignee and the third party's currently designated owner and approver (if any) receive all notifications. If you want any other users to receive copies of the same notifications, add them using Copy Notifications to the following.

  3. Click Create.

View Task Details

In the Task column of the list, click the task name.

The Task Details display:

Edit Task Settings

  1. For the task you want to change, click .
  2. Make the needed changes, and then click Update.

Change a Task's Status

  1. For the task you want to change, click .
  2. Select a different status, and then click Update.

    Note: For tasks with a status of "Completed" or "Not Applicable", any closure notes captured in a task assignment will be included in task assignment emails.