Tasks

Tasks Module

This page contains information to assist our customers with utilizing the Task module in RegScale. It describes what it is, why you would use it, the benefits, and provides instructions on getting started.

What is it?

A task is a discrete action that should be accomplished by a person by a given due date. Common synonyms for tasks might include:

• Actions
• Assignments
• Corrective Actions

Why would you use it?

Tasks are commonly used to drive accountability for completing work. Tasks can be assigned to all modules in RegScale and also assigned as stand alone actions. There are many reasons to track tasks which include:

• Ensuring follow through on corrective actions
• Tracking due dates
• Assigning responsibility
• Tracking percent complete

What are the benefits?

A strong task management program results in multiple benefits for an organization; to include:

• Preventing recurrence of issues
• Improving timeliness of delivery
• Ensuring accountability for completing work
• Real-time view into progress

How do I use it?

The task module in RegScale Community Edition (CE) provides a number of key features that are useful in managing a robust program, to include:

• Assigning work and corrective actions
• Tracking progress against due dates (% complete, % delivered on-time, etc.)
• Scheduling recurring tasks (should happen every week, month, quarter, etc.)
• Real-time tracking and dashboards
• Automation via our Application Programming Interfaces (APIs)
• Single pane of glass assignment tracking via our work bench
• Automated workflows for review and approval
• Interactive timeline builder
• Social collaboration via our News Feed (LinkedIn for Compliance) and real-time commenting system
• Secure evidence management with our file upload and encryption system
• Audit history including every view, update, print, email, etc.
• Calendar view to see tasks due within any given period

For our Enterprise Edition (EE) customers, you get all the great features above, plus we add:

• Ability to create custom fields to extend the schema and build out customer specific data entry forms
• Integration with Microsoft Teams and Slack for real-time collaboration
• Ability to host a multi-tenant version to segregate data by site, customer, organization, etc. to run many different task management programs with complete data isolation from a single installation
• Real-time interactive dashboard with Microsoft PowerBI AddOn