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Tasks brings together what is still to be done in the subject areas: measures from ISMS and CVE Analysis, reviews from document control in Docs, items coming due in ITAM, and tasks you create by hand. The item itself stays in its subject area: an ISMS measure remains an ISMS measure, even when it appears in this list.

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Derived and Manual Tasks

On a derived task, Task, Visible From, Due and Assignee are locked. These values belong to the subject area that created the task; you change them there. For some tasks, Docusnap365 builds the text of the task from a template; then Task is locked even when the other fields are editable.
On an open derived task, a callout at the top of the details explains, with write access, that the task is completed only in its subject area and that only Priority and Status can be changed here. If Complete is missing although you have write access and the task is not suspended, it is a derived task.

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Suspended Tasks

A suspended task counts as open and does not appear in the Archive. You can only view it: all fields are locked, and it cannot be included in a bulk edit. A callout above the Subject states the reason, on the detail page and in the sidebar. The task becomes open again once its Subject is available again.

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Lists

The key metrics above the list refer to the list that is open; under My Tasks they count only your own tasks. The Archive has no key metrics, and nothing is created there. How search and filters work together in the list is described under Lists and filters.

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Visible From and Planned Tasks

Visible From is the day from which a task appears in the lists. If the field is left empty, the day is derived from Due minus a lead time; a task without Due is then visible immediately. Visible From must not be later than Due. Tasks before their Visible From date appear only with the Include Planned switch. The switch also applies to the key metrics.
Include Planned is saved per list. Turning it on under All Tasks leaves it unchanged under My Tasks. If a task is missing from a list, check this switch first.

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Detail Page

Every task has a detail page that opens as a tab of its own next to the list—including a manual task without a Subject and a suspended task. You open it from the Task column. The detail page has its own address; a link to it opens the task directly.

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Changes by Other Users

If another user changes the task while you have its detail page open, the page keeps showing the previous state and reports the change in a notice bar. Only Refresh loads the new state. If the edit mode holds unsaved input, Refresh asks for confirmation first.

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Subject and Journal

The Subject opens the asset, risk, assessment or document of the task in a new tab; for an ISMS or ITAM task, directly on the matching tab of the detail page. If it is deleted or unreachable, the Subject is not a link; an information icon states the reason. The changes to the task are shown in its Journal—as a tab of the detail page and in the sidebar.

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Create and Edit Tasks

Creating, editing, Complete and Reopen require write access in the Tasks area. Without write access you can only view a task; in the list, Delete depends on the delete permission of the area. In the header of the detail page, Delete is available only with write access. Roles and permissions are described under Users. When you create a task, only Task is required. If the new task does not match the active filter of the list, it does not appear there.
The Description is saved after the task. If only that part fails, the task is still created, and a warning says so. Add the description on the detail page of the task instead of creating the task a second time.
You edit a single task on its detail page or in the sidebar that Edit in the selection bar opens for one selected task. Both show the same fields and lock the same ones. If only the Description fails when you save, the other changes are saved; the text stays in the form, and saving again sends only the description. A completed or cancelled task cannot be edited. You bring a manual task back from the Archive with Reopen; a derived task is reopened only by its subject area. If the person assigned to a manual task can no longer be assigned, for example because they were deactivated, Assignee is empty when you edit the task. A warning below the field names the previous entry and states that the next save removes it. The warning disappears once you choose a person. If only the Description fails when you save, the field is already saved as empty and the warning is gone. Assignee offers only active users.

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Change Several Tasks

Edit Multiple is available from two selected tasks and changes Status, Priority, Assignee and Due. If one of the selected tasks is derived, only Priority remains. Complete, Reopen and Delete also work on a single selected task through the selection. Delete is possible for every task, including a derived one. You delete a suspended task on its detail page. How search and filters work together in a list is described under Lists and filters. Which permissions a role includes is described under Users.