[Screenshot 1: Tasks Dashboard Overview - Main Kanban board showing Open, In Progress, Completed, and Archived columns with sample tasks]
Module Overview
The Tasks module provides a comprehensive task management system specifically designed for compliance teams. It combines visual workflow management with powerful automation features to help you stay on top of deadlines, assign responsibilities clearly, and maintain a complete audit trail of all compliance activities.
Key Capabilities
Visual Workflow Management
Kanban board with customizable status columns
Drag-and-drop task organization
At-a-glance view of team workload
Collaboration Features
Task assignments to team members
Comments and @mentions for team communication
Real-time activity tracking
Automation & Reminders
Automated deadline reminders
Custom reminder scheduling
Daily notifications for overdue tasks
Filtering & Organization
Search across all tasks
Filter by status, assignee, labels, and archive status
Label-based categorization
Task Statuses
The Tasks module uses a four-column Kanban board to visualize work progression:
Open
Tasks that have been created but work has not yet begun. This is the default status for newly created tasks.
In Progress
Tasks that are actively being worked on by team members.
Completed
Tasks that have been finished and require no further action.
Archived
Tasks that have been completed and moved out of active view for record-keeping purposes. Archived tasks can be filtered and viewed when needed but don't clutter the main board.
[Tasks Board - Empty state showing all four status columns]
Creating Tasks
[Screenshot 7: Create Task Modal - Initial view with basic fields]
[Screenshot 8: Create Task Modal - Expanded view with additional details]
Basic Task Creation
Access Creation Form
Click the "+ Create Task" button in the top right of the Tasks dashboard
The Create Task modal opens
Required Fields
Task Name
Clear, descriptive title for the task
Examples: "Q4 2025 KYC Review - Client XYZ", "Update UBO Documentation", "Annual Risk Assessment"
Deadline
Set a specific due date in dd/mm/yyyy format
Date picker available for easy selection
Deadlines trigger automated reminders
Assignees
Select one or multiple team members responsible for the task
Use the dropdown to choose from available users
Multiple assignments enable collaborative work
Create the Task
Click "Create Task" to save with required fields only
Click "Cancel" to discard without saving
Additional Task Details
Expand the "Additional Details" section to access advanced task configuration options:
Description
Add context and detailed instructions for the task
Include background information, requirements, or specific steps
Supports multi-line text for comprehensive documentation
First Reminder
Set an initial reminder before the deadline
Options: Set deadline first, or customize timing
Helps ensure tasks receive attention before becoming urgent
Second Reminder
Configure a follow-up reminder
Useful for critical tasks requiring multiple check-ins
Provides escalation opportunity for overdue work
Status
Set initial status: Open (default), In Progress, or Completed
Determines which column the task appears in
Can be changed after creation
Labels
Add categorical tags to organize and filter tasks
Select existing labels or create new ones
Examples: "High Priority", "Client Review", "Internal Process"
Multiple labels can be applied to a single task
Working with Tasks
Task Cards
Each task appears as a card on the Kanban board displaying:
Task title
Description preview (first line if provided)
Labels (colored badges)
Due date with calendar icon
Assignee avatar(s)
[Screenshot 1: Task Cards - Examples showing Test E, Test D, Test 4, Test A, Test B, and Test C]
Moving Tasks Between Statuses
Drag and Drop: Click and hold a task card, drag to the desired status column, and release to update. Status changes are logged in the audit trail.
Edit Task Status: Open the task details, use the Status dropdown to select a new status, and save changes.
Viewing Task Details
Click on any task card to open the detailed view with:
Left Panel
Task name and description
Deadline date
Assigned team members
Additional details with automation settings
Status selector and labels
Right Panel
Comments section for team communication
Audit log showing complete activity history
[Screenshot 5: Edit Task Modal - Showing task details with comments and audit log] [Screenshot 6: Edit Task Modal - Full task details view with all sections]
Editing Tasks
Accessing Edit Mode
Click on a task card from the Kanban board
The Edit Task modal opens with all current information
Modify any fields as needed
Editable Task Properties
Task Details Section
The main task information can be updated at any time:
Task Name: Update the task title
Description: Modify task details and instructions
Deadline: Change the due date using the date picker
Assignees: Add or remove team members
Click the "x" next to a name to remove an assignee
Use the dropdown to add new assignees
Additional Details Section
Click to expand and access advanced settings:
Automated Reminders
View currently configured reminder schedule
System automatically sends reminders based on:
A reminder to all assignees on the deadline date
Daily reminders after the deadline until task is completed, archived, or deleted
These automated reminders ensure tasks receive ongoing attention
Custom Reminder Date
Set an additional reminder before the deadline
Optional field for extra notification
Format: dd/mm/yyyy
Useful for high-priority tasks requiring early attention
Status
Change task status using the dropdown
Options: Open, In Progress, Completed
Note: Changing status moves the task to the corresponding column
Labels
Add or remove labels using the dropdown
Click the "x" next to a label to remove it
Create new labels on-the-fly
Multiple labels supported
Saving or Deleting Tasks
Save Changes
Click "Save Changes" to preserve all modifications
Task updates immediately in the board view
Changes are logged in the audit trail
Cancel
Click "Cancel" to discard all unsaved changes
Task returns to previous state
Delete
Click the "Delete" button (bottom left, red text)
Permanently removes the task
Use carefully: deletion cannot be undone
Consider using "Archived" status instead for record-keeping
Collaboration Features
Comments
[Screenshot 5: Comments Section - Showing example comment with @mention]
The Comments section enables team communication directly within tasks:
Adding Comments
Open a task to view its details
Locate the "Write a comment..." field in the right panel
Type your message and use @ to mention specific team members
Click "Comment" to post
Comment Features
@mentions to notify team members
Timestamps showing when comments were posted
User attribution with profile pictures and names
Edit/delete options for comment creators
Activity Tracking
Every task maintains a complete audit log visible in the Audit Log section:
Tracked Activities
Status changes
Assignee modifications
Comment additions
Task edits
Creation timestamp
Audit Log Information
Activity type and specific changes made
Timestamp (e.g., "3 minutes ago", "about 23 hours ago")
User who performed the action with profile picture
[Screenshot 5: Audit Log - Showing multiple activities with timestamps and user attribution]
Filtering and Search
Search Functionality
Use the search bar at the top of the Tasks module to find specific tasks:
Enter task names, descriptions, or keywords
Search results update in real-time
Works across all status columns and archived tasks
Status Filtering
[Screenshot 1: Status Filter - Dropdown showing Open, In Progress, Completed options]
Filter tasks by their current status:
Click the "Status" dropdown
Select desired statuses:
Open
In Progress
Completed
Board updates to show only selected status types
Multiple statuses can be selected simultaneously
Assignee Filtering
[Screenshot 2: Assignee Filter - Dropdown showing team member names]
View tasks by assigned team member:
Click the "Assignee" dropdown
Select one or more team members
Board shows only tasks assigned to selected users
Useful for individual workload views
Label Filtering
[Screenshot 3: Label Filter - Dropdown showing available labels]
Organize and filter by task categories:
Click the "Labels" dropdown
Select desired labels from your organization's custom labels
View tasks matching selected label criteria
Combine with other filters for precise views
Archived Tasks
[Screenshot 4: Archived Filter - Showing "Archived (1)" with "Yes" option selected]
Control visibility of archived tasks:
Viewing Archived Tasks
Click the "Archived" dropdown
Select "Yes" to show archived tasks
The Archived column appears on the board
Archived tasks are displayed separately
Active Filters Indicator
When filters are applied, an "Active filters" banner appears
Shows currently applied filters (e.g., "Archived: Yes")
Click the "x" next to a filter to remove it
Click "Clear all" to reset all filters
Automated Reminders
The Tasks module includes intelligent automation to ensure deadlines are met:
Automatic Reminder Schedule
All assignees receive a reminder on the task deadline date
After the deadline passes, daily reminders are sent until the task is completed, archived, or deleted