Full walkthrough of tasks

Task overview

You can access your tasks at any time from Tasks in the top right.

By default, the overview is filtered to show:

• Tasks assigned to you
• All responsible users
• All task types
• Open tasks due within 30 days (including overdue tasks)

This gives you a focused view of what needs your attention.

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Views: Kanban and table

You can switch between two views, depending on how you prefer to work.

Kanban view
Gives you a visual overview of task progress.

Table view
Lets you sort and review tasks across multiple fields for more detailed insight.

Both views show the same underlying information.

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Filter options

You can refine your task overview using filters. Filters can be combined to create more specific views.

Assignee
Show tasks assigned to a specific user.

Responsible
Show tasks where a specific user is responsible.

Task type
Filter by task type, such as audits, controls, or policy reviews.

Due within 30 days
Show open tasks due soon, including overdue tasks.

Due within 3 months
Show upcoming tasks over a longer timeframe.

Overdue tasks
Focus only on tasks that need immediate attention.

All open tasks
View all active tasks.

Recurring tasks
Show recurring tasks, both open and completed.

Completed tasks
View completed tasks from:

• the last month
• the last 3 months
• all time

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Creating a task
When creating a task, you’ll be asked to fill in several fields. Most are standard, but a few are worth highlighting.

Title

A clear summary of the task.

This is included in reminders, so it should make the task easy to understand at a glance.

Task type

Helps organize your work across different types of activities.

Using task types makes it easier to:

• track overdue work
• report on specific areas (e.g. audits, controls, policy reviews)

Connected to

Link the task to relevant elements in Cerivo, such as:

• vendors
• systems
• risk assessments
• DPIAs
• Processing Activities

Connecting tasks ensures they sit in the right context. E.g. if you are creating an audit task, connect it to the vendor being audited (e.g. Salesforce, Inc.).

Due date

Set when the task should be completed.

Recurring

Define how often the task should recur, if at all. Options range from weekly up to every 4 years.

Assignee

The user expected to complete the task.
They will receive the majority of reminders related to the task.

Responsible

The user responsible for ensuring the task is completed.
This can be the same user as the assignee.

Attachments

Add relevant documents or links, such as:

• procedures
• guides
• forms

Attachments can also be links to material outside of Cerivo.

Description

A more detailed description of the task. This can include step-by-step guidance for completing the task.

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Completing a task

When completing a task, you can add comments about:

• completion
• any issues or observations

Task details

The upper section contains general task details added during task creation.

Activities

Use this section to document work as it happens.

Here you can:

• Attach documentation such as screenshots or completed forms
• Add comments related to the task

All activity is time-stamped and can be used for:

• Tracking progress on larger tasks
• Questions and answers between users
• Documenting milestones
• Ongoing notes

Task options

From the task view, you can:

• Change the status (To do, In progress, Done)
• Mark the task as done
• Access the task menu

Task menu

Edit task
Update task details (depending on your role).

Find previous tasks
Available for recurring tasks.
See past versions, including completion details and documentation.

Copy task
Create a new task based on an existing one.
Useful for repeatable work.

Delete task
Remove the task (depending on your role).

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Task evaluation

When completing a task, you may be asked to evaluate the task:

This is an optional feature in Cerivo.

 

 

Any questions? Contact us at support@cerivo.com!