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Tasking

Why Tasking

Options

Multiple task types– Approvals, reviews, requests for documentation, or any custom tasks.

Embedded

Assign and respond to tasks in the same environment used to create your reports.

Trackable

Track tasks you've assigned or been assigned in a filterable dashboard.

Sortable

Filter lists to see tasks assigned to you, you've assigned to others, in progress or complete.

Tasking in Wdesk

Create a task

Specify task type from the menu


Assign a recipient & due date, specify a document or section


Add details or notes if needed

View all tasks you've assigned or have been assigned by teammates

Filter by status


Select a task and navigate directly to the relevant document, workbook, or section.


Sort by due date, document, or date modified.

Monitor and update tasks

Check status from any screen, no matter what documents are open.


Easily update your tasks by clicking the check mark icon when a task is completed.

Receive real-time updates

Get automatic email notification when a task you've assigned is complete.


Click the check mark icon to instantly notify others when your tasks are complete.

How Our Customers Use Tasking

SOX Evidence Management

SOX Evidence Management

Tasking supports requests for attachments, substantiating data in the risk control matrix.

LEARN MORE ABOUT Evidence Management
Management reporting

Management Reporting

Use tasking to review and finalize board books, month-end reports, or quarterly financial reviews.

Human Resources
Sales

Experience Tasking Today

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