Task Management

Where findings become assigned work

Four roles, so accountability is never ambiguous

1
Business admin
Creates and edits all projects and work items, and supports oversight across the whole module.
2
Project manager
Manages projects and work items, monitors progress and coordinates delivery across owners.
3
Item owner
Executes the work items assigned to them, updates progress and provides the evidence for review.
4
Reviewer
Validates submitted work and its evidence, then approves the item or sends it back with feedback.

Track every item from assigned to approved

Owners work their items and submit them; reviewers approve, or send them back with feedback. Every step leaves a record: the evidence for what was delivered, the blockers raised, the requirements answered, and who changed what and when.

Delivery and approval evidence
Owners record what demonstrates completion; reviewers record what demonstrates the review happened.
Issues and blockers
Raise a blocker and the item is flagged as blocked, which rolls up to the project view until it is closed.
Full activity trail
Who changed what and when, from first assignment to final approval.
A Helia work item for an AIRB policy, showing its activity log and 75% progress

Two views: the whole portfolio, and your own desk

Project dashboard
Every project and work item, searchable by owner, title or description, with status, deadlines and progress in view.
My work items
Only what is assigned to you. Owners update progress and submit; reviewers validate and complete or reject.

Next in the workflow

Every work item traces back to the Alert or Impact Assessment that sparked it.

Let us take you further

Schedule a 30 min call. No slide decks. Just a practical assessment of your needs and how we can help.