Task & action tracking
Every risk assessment, incident investigation, and consultation generates action items that need follow-through. Our task tracking system ensures nothing falls through the cracks by providing clear ownership, due dates, and visibility across your entire organization.
Task Management
Assign every action item to an owner with a deadline
Scattered action items in email threads and meeting notes lead to missed deadlines and forgotten commitments. Our platform centralizes all tasks with clear ownership and due dates. Each task links back to its source, whether it's an incident, risk assessment, investigation, audit finding, or consultation, so everyone understands the context and importance.
Workflow
Create tasks linked to your compliance activities
Create tasks directly from incidents, risk assessments, investigations, and consultations. Tasks link back to their source activity, maintaining context and traceability. When you identify follow-up actions during any compliance activity, you can immediately create assigned tasks with due dates and priority levels.
Visibility
See exactly what's on track and what's falling behind
Task views show each team member their assigned tasks, upcoming deadlines, and overdue items. Managers get team-wide visibility to identify bottlenecks and redistribute work. Leadership can view organization-wide task status including completion rates and overdue items.
Progress Tracking
Track tasks from assignment through completion
Tasks move through clear status stages: Pending, In Progress, Blocked, Completed, and Cancelled. Tasks can be marked as blocked with explanations for delays. Status notes allow you to track progress and document completion details to ensure work was actually done, not just checked off.
Connected workflows
Connect tasks to the bigger picture
Every task connects back to its source in your risk management program. View the incident that triggered an investigation, access the risk that prompted a control implementation, or reference the consultation that agreed to an action. This traceability ensures you can always understand why work was assigned and what it accomplished.
Ready to ensure every action item gets completed?
Stop losing track of important tasks in email and spreadsheets. With Refresh, you'll have a centralized system that keeps your team accountable and your compliance program moving forward.
