Skip to content
Request a demo

Navigation product tour video

Using My Tasks in Protecht.

Keeping track of risk and compliance tasks can be time-consuming. My Tasks in Protecht ERM streamlines task management by consolidating all assigned actions in one place, allowing you to complete tasks efficiently without navigating back and forth between dashboards or emails.

In this product tour, we will explore how to access and navigate My Tasks, where tasks are grouped by module or register in organised tiles.

 

Book a demo with one of our product specialists today to find out more about using Protecht ERM:

Request a demo

Product tour contents

  • Accessing My Tasks: Open My Tasks from the main menu and view tasks grouped by module or register in organised tiles
  • Navigating task tiles: Click a tile to see relevant tasks, categorised as open, waiting, or overdue
  • Completing a task: Select a task to open and interact with the same fields as in its home module
  • Automated task progression: Once a task is completed, the system automatically loads the next task in the module
  • Switching between modules: Bring back the module list to access different task categories, such as compliance questions or actions
  • Logging work and closing actions: Enter updates, mark actions as completed, and finalise tasks efficiently