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Tasks are the concrete pieces of work in your vendor program — the follow-ups that keep assessments moving and approvals current. The dashboard shows a live count of active tasks so nothing slips.

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Where tasks come from

Tasks are attached to the vendors and assessments that need attention. In the assessments inbox, a vendor with open work shows an open task marker, so you can see at a glance which reviews are waiting on something. Typical tasks include:
  • Finishing an assessment that’s still In Progress
  • Following up on a Conditional Approval condition
  • Re-reviewing a vendor after an incident
  • Renewing an approval that’s nearing its review date

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Working through tasks

1

Open the Tasks page

From the sidebar, open Tasks to see everything that needs action across your portfolio.
2

Pick the highest-impact item

Prioritize Core vendors and anything tied to a Rejected or On Hold status.
3

Resolve it in context

Jump straight to the vendor or assessment, make the change, and save. Completing the work clears the task.
The Active tasks tile on the dashboard is the fastest way to see whether your program has open work waiting.