Opening Tasks
Go to Tasks in the admin sidebar. The page opens to My tasks in List view. Two things you can toggle:
Views:
List: a sortable, filterable table
Board: a kanban-style view grouped by status
Tabs:
My: tasks assigned to you
All: every task in your organisation
What each task row shows
Column | Meaning |
Task | Task title and a sub-line showing the linked entity |
Due Date | When the task is due |
Priority | Critical, High, Medium, or Low |
Status | Pending, In Progress, Blocked, Completed, or Cancelled |
Assigned To | Who owns the task |
Click any row to open the task.
Creating a task
Click + Create Task. The form captures:
Title
Description
Linked entity (optional: the incident, risk, control, and so on that this task supports)
Priority (Critical / High / Medium / Low)
Status (defaults to Pending)
Due date
Assignee
Save to create the task. It appears on the assignee's task list and triggers an email reminder.
Status and priority
Status: Pending → In Progress → Blocked → Completed (or Cancelled)
Priority: Critical, High, Medium, or Low
Linking tasks to other entities
A task can link to one related entity of any of these types:
Risk assessment
Control
Document
Policy
Test
Incident
Investigation
General (no specific link)
When ReFresh generates a task automatically, for example from a triage step's Immediate Actions or a control's remediation, the link is set for you.
Hierarchy of Controls level
A task can record which Hierarchy of Controls level it belongs to (Elimination, Substitution, Engineering, Administrative, or Personal). This surfaces in reports and helps demonstrate that your control decisions followed the hierarchy. See Using the Hierarchy of Controls.
Email reminders
ReFresh sends automated email reminders for upcoming and overdue tasks. The cadence is set by ReFresh and is not customer-configurable today.
Comments
Each task supports threaded comments; use them to ask the assignee a question, add context, or record progress that does not warrant a status change.