A one-off task can come up for any of your team members during the month, and we want to help keep everything documented. Admins and managers have access to “Add” checklist items, including non-recurring Checklist Items.
Admins and Managers looking to edit or add other Checklist Items, please refer to this article.
At the top of the Checklist tab or the Checklist section on the Folders tab, you will see an Add Task button. Click this button to begin creating a new non-recurring Checklist item.
After clicking this button, you will have the opportunity to configure the following settings for your new checklist item:
- Entity - You may select any entity that you have access to
- Period - Select which period this item should be created in
- Folder - You may select any folder that exists in the entity you selected for the month currently in view
- Description - You can set the actual description of the checklist item
- Tags - You may select any tag previously created in the system, or you may create a new tag
- Frequency - You need to select "non-recurring" to ensure that this item does not appear in every subsequent period
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Assignees and Due Dates - You may assign any users (besides Auditors and Sys Admins) to the checklist item as long as they have access to the entity you selected
- Estimated Time - After adding an assignee you can add in how long you think this task will take to complete
- Controls - Tie any controls back to this task
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Dependency - Add a dependency for this task but this is only available on tasks with monthly, quarterly, annual or custom frequencies
After setting up those options, click Save, and your new non-recurring Checklist item is created!
If you wish to edit or delete an item you created, you can do so by clicking the gear icon on the right side of the item to open up this menu again. As a User or Ops User, you will only be able to edit or delete Checklist items you created.
When you open up the slide-out window to edit your Checklist item, you'll see a Duplicate button in the top right corner. Use this to create a copy of this item.