Tasks in Cerivo: overview and guidance

Introduction

Tasks are a core part of how you work in Cerivo.

They help you turn compliance and information security from one-off efforts into structured, ongoing work.

With tasks in place, you can stay organized, maintain documentation, and ensure that important actions are completed on time.

What tasks help you do

Tasks support your work by helping you:

• identify and follow up on gaps
• assign clear responsibility
• keep activities consistent over time
• maintain and improve documentation

This creates a more reliable way of working, where progress is visible and nothing is left unmanaged.

Getting started with tasks

If you’re new to tasks in Cerivo, start with:

• Full walkthrough of tasks
• Tasks in Cerivo: overview and guidance

These will help you understand how tasks fit into your daily work.

Best practices

To get the most out of tasks, explore:

• Examples of task types and when to use them
• How to create task templates for repeatable work
• What are task evaluations to track outcomes (if enabled)
• Using tasks to support collaboration if your goal is to share responsibility across your organization.

Technical details

For more advanced use, you can explore:

• How recurring tasks work
• Task reminder emails and how they are sent
• User roles and tasks to see how user roles affect task access and responsibilities

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