Managing Assessment Tasks

Users now have the ability to add assessment tasks within assessments. Users can assign tasks to anyone utilizing the OneTrust application. For more information, see Configuring Assessment Task Rules on how to set up Assessment Task Rules that will create tasks automatically based on the template configuration.

Once you have assigned the assessment task, a notification will appear from the Alert center. All tasks assigned to you can be viewed in the Tasks tab in the Alert center.

To manually add assessment tasks within the assessment

On the PIA & DPIA Automation menu, select Assessments. The Assessments screen appears.
Select the assessment you wish to add assessment tasks.

Note:
If you have no launched assessments, create an assessment by clicking the Launch Assessment button. For more information on how to launch assessments, see Launching Assessments.
Select the Task icon in the upper right corner of the Assessment screen.
The Assessment Tasks pane appears. Click the Add button. The Add task modal appears.
Complete the fields, for more info, see Add Task Screen Reference.
Click the Save button.

Note:
If you are not finished creating tasks, click the Save & add another button.

Add Task Screen Reference

Field

Description

Task name

Enter a name for the task.

Description

Enter the description for the task.

Assignee

Select or enter the name of the person assigned to this task.

Note:

Assigning a task will send the assignee a notification.

Priority

Select the priority of the task.

Critical
High
Medium
Low

Collaborators

Select the collaborator(s) for the task.

Deadline

Select the deadline date for the task.

To view assessment task activity

You can view the time of creation, edits, reopens, and deletion of assessment tasks in the Assessment Activity.

On the Assessments list or the Assessment, select the Context menu of an assessment that has your assessment tasks.
Select the View activity option. The Assessment activity modal appears.
When finished viewing the activity history, click the Close button.

Note:
Users can filter on Task activity within the Assessment Activity modal.

To mark task as completed

On the Assessment tasks pane, select the task you wish to mark as complete. The Assessment task details pane appears.

Note:
If you need to upload files and attachments, click the Upload file button.

If you want to leave comments, you can enter them in the Comments field.
Click the Mark as completed button.

Note:
If you wish to reopen the task, click the Reopen task button.

To edit an assessment task

On the Assessment task pane, select the task you wish to edit. The Assessment task details pane appears.
Select the icon to edit the task.
After making the proper edits, click the Save button.

To delete an assessment task

On the Assessment tasks pane, select the task you wish to delete. The Assessment task details pane appears.
Select the icon to delete the task. The Delete Task confirmation modal appears.
Click the Confirm button.

To access assessment tasks in Alert Center

After configuring the assessment task, select the and select the View in Alert Center option to access the Alert Center. .

The Alert Center screen appears
Select the Tasks tab to view tasks.

Important:
Only tasks assigned to you will appear in the Alert Center.
Select the Task Name to view the Task Details pane.

Note:
You can also access the Task Details pane by selecting the Context menu and selecting the View Details option.

To edit the Task Details, select the Edit icon which appears when you hover the fields.
Click the Mark as Complete button when task is completed.

Note:
You can also mark as completed by the selecting the Context menu and selecting the Mark as Compete option.

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