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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 organized tiles.

 

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Product tour contents

  • Accessing My Tasks: Open My Tasks from the main menu and view tasks grouped by module or register in organized tiles
  • Navigating task tiles: Click a tile to see relevant tasks, categorized 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 finalize tasks efficiently