Creating Audit Tasks in Bulk

You can create audit tasks in bulk using the Create Audit Tasks template. This template allows you to bulk create tasks on an audit using a Microsoft Excel spreadsheet that can be imported into OneTrust.

You can view all audit tasks related to your organization on the Tasks menu.

To complete the bulk import template

  1. On the Audit Management menu, select Audits.

    The Audits screen appears.

  2. Open the audit in which you would like to add a task.

    The Audit Details screen appears.

  3. Select the Tasks tab.
  4. Click the Bulk Add Tasks button.

    The Import Templates screen appears.

  5. Click the Download button on the Create Audit Tasks tile to download the bulk import tasks template.
  6. Open the downloaded file in Microsoft Excel.
  7. Complete the fields for the downloaded templates as needed. For more information, see Create Audit Tasks in Bulk Import Template Fields.
  8. Save the template to your computer.

Create Audit Tasks in Bulk Import Template Fields


The Create audit tasks bulk import template spreadsheet fields.
Field
Description
Task Name

Enter the name of the audit task.

Assignee

Enter the email address of the task assignee.

Collaborators

Enter the email address of the task collaborator that will help the assignee complete the task.

Deadline

Enter the date by which the audit task must be resolved.

Note:

The Deadline column must be formatted as YYYY-MM-DD.

You cannot enter dates in the past.

Description

Enter a brief description of the audit task.

Audit ID

Enter the audit ID number.

Note:

Audit ID options can be found on the Options tab.

To import a completed bulk import template

  1. On the Import Templates screen, click the New Import button.

    The New Import modal appears.

  2. Complete the fields. See New Import Modal Screen Reference.
  3. Click the Submit button.
  4. To view the status and result of your bulk import, select Data Import > Bulk Import on the Global Settings menu.
    Note:

    If there was an error with the upload, click the error link in the Result column to download a report indicating the errors.

New Import Modal Screen Reference


The New import modal showing fields for import name, description, type, and file selection.
Field
Description
Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select Create Audit Tasks.

File

Click the Select File button to select the file you want to import.