Action Inbox Overview

The Action Inbox (Tasks) is where you manage and complete your compliance work. Tasks are individual action items that come from workflows, gaps, and other sources.

What Are Tasks?

Tasks are discrete, actionable items that need to be completed. Each task:

Has a clear title and description
Is assigned to a specific person
Has a status (To Do, In Progress, Done)
May have a due date and priority
Belongs to a workflow or stands alone

Your Action Inbox is your personal to-do list for compliance work. Start each day by reviewing what's assigned to you.

Task Sources

Tasks come from several sources:

Source	Description
Workflows	Tasks created as part of remediation workflows
Gaps	Direct actions from compliance gaps
Risks	Mitigation actions from risks
Manual	Standalone tasks you or others create

Accessing Tasks

Navigate to tasks via:

Sidebar - Click "Tasks" in the main navigation
Dashboard - Click task-related widgets
Keyboard - Press G then T
Notifications - Click task notifications

Task Properties

Each task has these attributes:

Property	Description
Title	What needs to be done
Description	Additional details and context
Status	To Do, In Progress, Done, Blocked
Priority	Critical, High, Medium, Low
Assignee	Who is responsible
Due Date	When it should be completed
Workflow	Parent workflow (if applicable)
Type	Action, Review, Approval, etc.

Task Status

Tasks move through these statuses:

Status	Meaning
To Do	Not yet started
In Progress	Currently being worked on
Done	Completed
Blocked	Cannot proceed

Task Priority

Priority indicates urgency:

Priority	Color	Meaning
Critical	🔴 Red	Urgent, do immediately
High	🟠 Amber	Important, do soon
Medium	🟢 Green	Standard priority
Low	🔵 Blue	Do when convenient

Task Types

Different types of tasks:

Type	Purpose	Example
Action	Work to perform	"Draft security policy section 3"
Review	Evaluate something	"Review vendor questionnaire responses"
Approval	Sign off on item	"Approve updated privacy policy"
Documentation	Create/update docs	"Document access review procedure"
Verification	Confirm completion	"Verify backup restoration works"
Form	Complete a form	"Fill out self-assessment questionnaire"