Related Article – How to: Using the Tasks Tool
Thoropass is a powerful compliance automation and integrated auditor platform. With its extensive functionality, Thoropass helps you achieve and maintain compliance by seamlessly integrating workflows across the platform. A key feature that simplifies this process is the Tasks management tool, which consolidates all your to-dos into one centralized location, eliminating the need to navigate through different sections of the app.
Our latest redesign makes the Tasks feature even more efficient and user-friendly. Below, we outline the exciting updates and improvements:
1. Update Task Details with Ease
Previously, modifying a task's due date or assignee required navigating to the corresponding feature, and in some cases, these fields weren’t editable at all. With the redesign:
You can now update task details directly from the Tasks interface.
Edits can be made individually or in bulk for greater flexibility.
2. Search Functionality
Finding a specific task is now simpler than ever. The new Search functionality allows you to:
Quickly locate tasks by their name.
Streamline your workflow without having to scroll through extensive task lists.
3. Remind Assignees
To ensure tasks are completed on time, you can now send reminders to assignees:
Individually or in bulk, depending on your needs.
Reminders are sent as both an email and an in-app alert.
4. Admin-Specific Sections
Tasks are now categorized into distinct sections, offering improved visibility and functionality for admins:
Program Tasks
Includes all GRC and audit-related tasks, along with the newly added Evidence Request tasks. These enhancements ensure that every to-do across the platform is accounted for.
Features visualizations to give admins a clear, high-level overview, including:
KPIs: Displays the number of overdue tasks, upcoming tasks, and unassigned tasks.
Pie Chart: Shows a breakdown of task types, helping you keep track of different categories.
Bar Chart: Displays task assignments by user and due status (e.g., no due date, due soon, due later, overdue).
Employee Education
A dedicated section for managing training and acknowledgement tasks across your company.
Previously, only individual users could see their own training and acknowledgement tasks. Now, admins can monitor company-wide assignments in one place.
5. Assigned to Me
The Assigned to Me tab is where users can view tasks specifically assigned to them for completion.
Admins will see this tab alongside the other sections, such as Program Tasks and Employee Education. This tab consolidates all tasks assigned to the admin user, making it easy to manage their personal responsibilities within the platform.
Non-admin users, on the other hand, will not see any tabs. Instead, their task screen will display the same content as the admin's Assigned to Me tab but without the label or tabs, ensuring a streamlined experience focused solely on their own tasks.
With these updates, the Thoropass Tasks feature empowers users to efficiently manage their compliance workflows, ensuring no critical task is overlooked. From streamlined task updates and advanced search functionality to powerful visualizations and clear segmentation, this redesign delivers greater clarity and productivity across your compliance operations. Admins gain a comprehensive view of company-wide tasks, while individual users benefit from a personalized experience that keeps them focused on what matters most.
Whether you're assigning training, managing evidence requests, or keeping track of upcoming deadlines, the enhanced Tasks feature simplifies and centralizes your compliance efforts. By bringing all the pieces together in one place, Thoropass enables you to stay organized, informed, and compliant—helping your company meet its goals with confidence and ease.
Explore the new Tasks feature today and discover how Thoropass is redefining compliance management for your team!