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Actions

An action is a piece of remediation work, such as a fix for a control, requirement, risk, finding or vulnerability, or work you add yourself.

In the app: Tasks › ActionsWho can do this: Contributor or above

Add and track an action

  1. Open Tasks › Actions and select Add Action.
  2. Enter a name, set a priority, an assignee and a due date, and select Create.
  3. As work moves, open the row, select Edit Action, change its Status, assignee or due date, and select Update.

To record when work finished, set Status to Completed. Approving a remediation proposal in Tasks › Inbox also adds an action; approving a risk proposal adds a risk to the Risk register.

Change several at once

Tick the rows and choose Set Status, Set Priority, Edit tags or Delete selected.

Find and export actions

Search by name. To download, select Export and pick CSV or PDF. Paid plans include exports; see pricing.

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