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 open tasks assigned to you.  Click on Filter to see more filter options and the orange plus on the top right to create new tasks.

 

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Filter options

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

You first see Search, View, Connected to and Task type. Once you click Filter, you'll also see Assignee, Responsible, Due before and Due after filters.

Search
Search for a task by its title.

View
View tasks assigned to you or to your organisation.

• MY TASKS: 

  • All my tasks — View all tasks assigned to you.
  • Due within 30 days — View all tasks assigned to you that are due within 30 days.
  • Overdue — Focus only on your tasks that need immediate attention. 

• • My done tasks — View your completed tasks.
• ORGANISATION:

  • All open tasks — View all active tasks within your organisation.

  • Unassigned — View all unassigned tasks within your organisation.

• • Recurring — Show recurring tasks, both open and completed within your organisation. Only the most recent version of each recurring task is shown.
    For example, if a task has repeated in 2023, 2024, and 2025, only the 2025 version will appear until a 2026 task is created.

     

• • Done tasks — View all completed tasks within your organisation.
• All tasks — View all tasks. You will also get two extra date filters when this is selected: Resolved before and Resolved after. These will filter on all tasks that have been resolved, before or after the selected date.

Connected to
You can filter by any connections - search for any controls, policies, systems, vendors, risks, etc.

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

Assignee
Show tasks assigned to a specific user.

Responsible
Show tasks where a specific user is responsible.

Due before
Date filter for tasks that are due before the selected date.

Due after
Date filter for tasks that are due after the selected date.

 

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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.

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.).

 

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)

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!