Tasks are any piece of work associated with a given obligation or deliverable. This could be work based off of an explicit deadline for a given obligation, work created to track obligations without explicit deadlines, or standalone tasks not associated with an obligation. Once tasks are created, you and your team can effectively manage and track obligation compliance through multi-owner task workflows. Manage the task to completion, modify details when needed, add tasks to your calendar for increased visibility, and more. 

Table of Contents

• Mark a Task or Subtask as Complete 
• Manage Task and Subtask Due Dates
• Manage Task Frequency
• Assign Task and Subtask Owners 
• Smartline in Supertasks
• Add a Task to your calendar 
• Merge Tasks
• Split Tasks 
• Delete a Task or Subtask 

Mark a Task or Subtask as Complete 

Manage individually 

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable task(s), click the title to open the Task Details page
5. To manage a subtask:
   1. In the Subtasks tile, click the ⋮ icon and select Mark Complete
6. To manage a task where multiple owners must sign off:
   1. In the Task Status tile, locate the row where you are the Owner
   2. Click the ⋮ icon and select Complete Sign-Off
   3. Once all owners have signed off, the task will automatically move to a Complete status
7. To manage a task where there is only a single owner or no multi-owner sign off requirement:
   1. In the Task Status tile, use the drop-down to select the appropriate completion option: Complete, Complete - No Action Needed, or Complete - Out of Compliance

Manage in bulk 

Tasks and subtasks can be marked complete in bulk from the Tasks or Subtasks dashboards.

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks or Subtasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable tasks, use the checkboxes to select them
5. Click Bulk Actions 
6. Select Mark Complete 
7. Click Mark Complete again to confirm 

Manage Task and Subtask Due Dates

Manage individually 

These steps apply when needing to manage an individual task or subtasks Due Date. These actions will only impact the task instance you are managing, not any future recurring instances. To make changes to recurring tasks, follow the guidance below to manage in bulk. 

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks or Subtasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable task, click the title to open the Task Details page
5. To manage a subtask:
   1. In the Subtasks tile, click the ⋮ icon on the applicable row
   2. Click Edit
   3. Update the Due Date
   4. Click Save
      
6. To manage a task:
   1. Under the Task Details tile, click the ⋮ icon and select Edit
   2. Update the Due Date
   3. Click Save
      

Manage in bulk 

These steps apply when needing to manage recurring tasks and subtasks Due Dates in bulk. 

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks or Subtasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable tasks, use the checkboxes to select them
5. Click Bulk Actions 
6. Select Edit Due Date
7. Input the new Due Date 
8. Choose whether to apply changes to This instance or This and future instances
9. Click Save

Manage Task Frequency

Adjust the Frequency set for a task to follow a different cadence (Weekly, Monthly, Quarterly, Semi-annually, Annually). Task Frequency cannot be adjusted from recurring to one-time. 

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks or Subtasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable tasks, click the title to open the Task Details page
5. In the Task Details tile, click the ⋮ icon and select Edit recurring task
6. Adjust the Frequency using the drop-down
7. Set the Next Due Date
8. Check the box to Exclude weekends from due dates if needed 
9. Set the Next Reporting Period if desired 
10. Click Save

Assign Task and Subtask Owners 

Learn how to Assign Owners to Tasks and Subtasks. 

Smartline in supertasks

When viewing a supertask on the Task Details page, scroll down to the Related Obligations section to easily compare the reference language for all associated obligations. 

Add a Task to your calendar

View obligation-related deadlines in the context of your other events, eliminating the need to frequently toggle between your calendar and Insight.

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks or Subtasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable task, click the title to open the Task Details page
5. Click Add to Calendar in the top right corner 
6. Select whether to add to Outlook or Google 
7. Specify the event time and customize the recurrence in your calendar
8. Add additional colleagues to the event invite as needed
9. Save the event on your calendar 

Merge Tasks

Merge multiple tasks to combine Obligations, Owners, and Categories. Completed task history can be preserved either way.

1. In the left-hand navigation, under Insight, navigate to the Obligations page
2. Open the Tasks tab
3. Use search or filters to narrow down results
4. Use the checkboxes to select at least two tasks to merge
5. Click Bulk Actions and select Merge Tasks
6. Select a Target Task (the task into which the other selected task(s) will be merged, including related Obligations, Owners, and Categories)
7. Click Merge Tasks
8. Check or uncheck the box to Preserve completed task instances
9. Click Merge Tasks again to confirm

Once merged, you'll see a confirmation message at the top of the screen confirming the merge was successful, and the non-target task's details (related Obligations, Owners, and Categories) will appear under the target task.

If you select Preserve completed task instances, completed and overdue tasks belonging to the non-target task will stay in the non-target task for historical reference/audit purposes. All open/future task instances will be stored within the target task moving forward. 

Split Tasks

Split supertasks into individual tasks for separate obligations. Completed task history can be preserved either way.

1. In the left-hand navigation, under Insight, navigate to the Obligations page
2. Open the Tasks tab
3. Use search or filters to locate the applicable supertask
4. Click the supertasks title to open it
5. On the Task Details page, scroll down to the Related Obligations section
6. Use the checkbox to select the obligation(s) to split off from the current task
7. Click Bulk Actions
8. Select Move to Task or Remove from Task to determine how to handle the selected obligations and related details
9. If Move to Task:
   a. Select Create new or Add to existing task
   b. If creating new, fill in the relevant details
   c. If adding to an existing task, use the Search field to locate the applicable task and select it
   d. Click Move to finalize the split
10. If Remove from Task:
    a. Select Remove to finalize the action. This will disconnect the obligation and related details from all tasks in your account.

Delete a Task or Subtask 

Delete one-time Tasks or Subtasks 

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks or Subtasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable task, click the title to open the Task Details page
5. To delete the task instance:
   1. In the Task Details tile, click the ⋮ icon and select Delete to delete that instance along with any associated subtasks and supporting documents
   2. Click Delete again to confirm
6. To delete a subtask, without deleting the overarching task instance: 
   1. In the Subtasks tile, locate the applicable subtask
   2. Click the ⋮ icon on that subtasks row 
   3. Select Delete 
   4. Click Delete again to confirm

If you delete the overarching task instance, it will delete that task instance and any related subtasks and supporting documents. If you delete a subtask, it will only delete that subtask instance. For tasks and subtasks, this action will only delete the specific instance you are managing, not any recurring tasks/subtasks. 

Delete recurring Tasks or Subtasks

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks or Subtasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable task, click the title to open the Task Details page
5. In the Task Details tile, click the ⋮ icon and select Delete recurring task to delete all task instances, subtasks, and supporting documents that have been uploaded
6. Click Delete again to confirm 

Delete Tasks or Subtasks in bulk 

For tasks and subtasks, this action will only delete the specific instances you’ve selected, not any future recurring instances. It will also delete all associated supporting documents and subtasks for that instance. If you have recurring tasks or subtasks to delete, follow the guidance above. 

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks or Subtasks tab
3. Use search and/or filters to narrow down results
4. Once you locate the applicable tasks, use the checkboxes to select them
5. Click Bulk Actions 
6. Select Delete
7. Click Delete again to confirm