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Lingering "open" tasks

  • 10 August 2023
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Is there a best practice on how to  handle tasks and requests that do not get done, i.e. stay open and clutter up ToDo’s and object lists? Any suggestion welcome.

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Best answer by libby.bevin 11 August 2023, 19:47

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Hi @wvanderbijl, thanks for your question.

Are you hoping to get the tasks completed or do you want to get rid of the task to clear out the to do list? Here are suggestions for both options:

Getting the Tasks Completed:

  • You can send a weekly email to all Zen users to remind them of open tasks.
  • You can also tag the assignee with @username to notify them of their open task.
  • Check your notification settings to make sure notifications are set to send for open tasks.

Clearing Out Tasks:

  • You can delete tasks that you no longer need. Go to the To Do screen, select the box next to the task or press Select All, select the three dots button, and click Delete. This article shows how to delete tasks (in the Actions section of the article):

     

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Hi @wvanderbijl, thanks for your question.

Are you hoping to get the tasks completed or do you want to get rid of the task to clear out the to do list? Here are suggestions for both options:

Getting the Tasks Completed:

  • You can send a weekly email to all Zen users to remind them of open tasks.
  • You can also tag the assignee with @username to notify them of their open task.
  • Check your notification settings to make sure notifications are set to send for open tasks.

Clearing Out Tasks:

  • You can delete tasks that you no longer need. Go to the To Do screen, select the box next to the task or press Select All, select the three dots button, and click Delete. This article shows how to delete tasks (in the Actions section of the article):

     

What you described as a solution, is this for ROAR or ZenGRC?

the screenshots in the solution is ZenGRC, but how this can be accomplished in ROAR

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