Tasks and My Work

Track compliance work as tasks your team can assign, prioritize, and close, and see everything assigned to you in My Work.

Overview

Compliance work happens in many places: a vendor review comes due, a privacy request needs an answer, a risk needs treating, a scan fails. Tasks pull that work into one list, so nothing waits on someone remembering it.

Data Hub → Tasks is your organization's full task list.
My Work is your own: your notifications, the tasks assigned to you, and the policies, training, and assessments you owe.

Tasks are available on every plan, to anyone whose role can view them.

Tasks Concord Creates for You

Many tasks appear on their own, assigned to the right person, and close when the work is done:

Risks: a treatment plan with a target date, and every review that comes due (Risk Register).
Vendors: scheduled vendor reviews, and documents about to expire (Managing Vendors).
Privacy requests: on Concord Privacy Premium and Enterprise, one task per request, assigned to the project's default assignee and due when the request is due (Managing Privacy Requests).
Scans: a compliance scan that failed and needs a look.
Controls: a control test that fails (Controls and Evidence).
Assessments: a question or section assigned to you (Assessments).
People: policies and training someone still owes (People).

Concord never stacks duplicates: each item has at most one open task, and finishing the work resolves it.

Creating a Task

Go to Data Hub → Tasks and choose Create Task.
Give it a title and an optional description.
Choose what it's about: a general task, or one linked to a control, data system, privacy request, or other record. A linked task opens its record in one click.
Set the Assignee, Priority (low, medium, high, or urgent), and Due Date.

Working Tasks

Each task moves through Backlog, To Do, In Progress, Done, or Cancelled. Open a task to change its details, status, or assignee.

Filter the list by status, assignee, or priority, switch between open and closed tasks, or search by title. Assigned to Me shows only your tasks.

For a privacy request task, changing the due date also changes the request's due date, so the two never disagree.

My Work

My Work in the sidebar collects everything that's yours in an organization:

Page	What it shows
Notifications	Your notifications. See Notification Settings.
Tasks	Tasks assigned to you.
Policies	Policies you need to acknowledge. See People.
Training	Training you need to complete.
Assessments	Assessments shared with you to answer.

Policies, Training, and Assessments appear only when you have some. Guests, such as staff without a full Concord account, see only My Work. See Guest Access.