Tasks are the action items that thread across every module in ReFresh: incidents, investigations, risk assessments, controls, policies, documents, and general items. Open Tasks at the top of the admin sidebar.
Tasks live at sidebar → Tasks (top of sidebar)
Two views: List and Board
Two tabs: My Tasks (assigned to you) and All Tasks (organisation-wide)
Each task has a Priority (Low, Medium, High, Critical), Status (Pending, In Progress, Blocked, Completed, Cancelled), Due Date, and Assignee
Tasks link to risks, controls, evidence, incidents, investigations, consultations, audits, policies, documents, or general items
Opening Tasks
Click Tasks at the top of the admin sidebar (above the Detection group). The page opens by default to My Tasks in List view.
Toggle between:
List view: a sortable, filterable table
Board view: a kanban-style view grouped by status
Toggle tabs:
My Tasks: tasks assigned to you
All Tasks: every task in your organisation
What each task row shows
Column | Meaning |
Task | Task title and a sub-line showing the linked entity (Incident, General, Risk Assessment, Investigation, Policy, Document, Control) |
Due Date | When the task is due |
Priority | Low, Medium, High, or Critical |
Status | Pending, In Progress, Blocked, Completed, Cancelled |
Assigned To | Who owns the task |
Click any row to open the task.
Creating a task
Click + Create Task in the top right. The Create Task form captures:
Title
Description
Linked entity (optional; pick the incident, risk, control, etc. this task supports)
Priority
Status (defaults to Pending)
Due date
Assignee
Save to create the task. It appears on the assignee's My Tasks list and triggers an email reminder.
Linking tasks to other entities
Tasks can link to any of the following entity types:
Incident
Investigation
Risk Assessment
Control
Evidence item
Policy
Document
Consultation
Audit finding
General (no specific link)
When tasks are auto-generated by ReFresh (for example, from an incident wizard or a renewal cadence), the linkage is set automatically.
Hierarchy of Controls tagging
Tasks created from the Hierarchy of Controls wizard during an investigation are tagged with the relevant hierarchy level (Elimination, Substitution, Engineering, Administrative, Personal). This tagging surfaces in reports and helps demonstrate that decisions followed the hierarchy.
Email reminders
ReFresh sends automated email reminders for:
Upcoming tasks (ahead of the due date)
Overdue tasks
The cadence is fixed by ReFresh and not customer-configurable today.
Comments and collaboration
Each task supports threaded comments. Use comments to:
Ask the assignee a question
Provide additional context
Record progress updates that do not warrant a status change
Related articles
Reporting an incident (admin view) (4.6)
Investigating an incident (4.7)
Using the Hierarchy of Controls assessment (4.8)
Conducting a control effectiveness review (4.5)
Managing notifications (8.11)