Task page and List view

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Task page and List view in Operational Resilience Workspace

    The Tasks page in the Operational Resilience Workspace offers a consolidated view of your pending tasks, your group's tasks, and tasks on your watchlist, allowing direct updates from the dashboard. The List view enables configuration and management of operational resilience tasks, including setting up business services, impact assessments, scenario analyses, and self-attestation reporting.

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    Tasks Page Tabs

    • My pending tasks: Shows tasks assigned to you that require your action, filtered by states such as Draft/New, In progress, Needs my approval/review, Overdue, or Pending response. Closed and canceled tasks are not shown here.
    • My items: Displays tasks assigned to the signed-in user, such as the Operational Resilience Manager’s tasks, focusing only on in-progress tasks.
    • Watchlist: Lists tasks you are monitoring. You receive notifications when tasks on your watchlist are approved or completed. Only in-progress tasks are displayed.

    Note: Closed and canceled records are not visible on these tabs but can be accessed via their respective forms within the workspace.

    Configuration and Customization

    Users with the Operational Resilience administrator role can customize the Tasks page by navigating to All > GRC Landing Page Configurations > Tasks Page Configuration within their instance. Operational Resilience managers and users also receive relevant task recommendations on the landing page.

    List View Functionality

    The List view supports comprehensive operational resilience activities including:

    • Setting up business services
    • Analyzing the importance and impact tolerance of business services
    • Conducting scenario analyses
    • Generating self-attestation reports for business service certification

    These capabilities help streamline resilience planning and compliance directly within the workspace.

    Key Outcomes

    • Centralized task management tailored by user roles and responsibilities
    • Improved visibility into task status and priorities through filtering and watchlist notifications
    • Ability to customize task views to fit organizational needs
    • End-to-end operational resilience management from task tracking to service certification within one platform

    The Tasks page in Operational Resilience Workspace provides a single-pane view of your pending tasks, your group's tasks, and the tasks that are on your watchlist. You can also update the tasks directly from the dashboard. On the List page, you can configure your operational resilience tasks.

    Tabs in the Tasks page

    The Tasks page in Operational Resilience Workspace displays the following tabs:
    • My pending tasks
    • My items
    • Watchlist
    A sample Tasks page for a logged-in user is shown in the following example.
    Figure 1. Tasks page
    Tasks page.

    My pending tasks

    The My pending tasks tab displays an overview of the pending tasks that are assigned to you and the tasks that require an action from you.
    Note:
    The data displayed in the Tasks page is based on the roles of the users.
    The My pending tasks tab displays your pending tasks in different states. You can filter your pending tasks by using the following types of the states:
    • All
    • Draft/New
    • In progress
    • Needs my approval
    • Needs my review
    • Overdue
    • Pending response
    The following example shows the pending tasks for the signed-in user.
    Figure 2. My pending tasks
    My pending tasks.

    My items

    The My items tab displays a list of the tasks that are assigned to the signed-in user, such as the Operational Resilience Manager as shown in the following example.
    Figure 3. My items
    My items.

    Watchlist

    The Watchlist tab displays a list of the tasks that are on your watchlist. When a task is approved or completed, you receive a notification on the tab. The following example shows the updates on the assessments tasks that are on the signed-in user's watchlist.
    Figure 4. My watchlist
    My watchlist.
    Note:
    On the My pending tasks, My items, and Watchlist tabs, you can only view the records that are in-progress. On the My pending tasks, My items, and Watchlist tabs, the closed and canceled records aren’t displayed. In Operational Resilience Workspace, you can view the closed and canceled records on their respective forms.

    If you have the Operational Resilience administrator role, you can customize Operational Resilience Workspace by updating the Tasks page configurations. To update the Tasks page configurations, you can navigate to All > GRC Landing Page Configurations > Tasks Page Configuration in your instance.

    If you have the Operational Resilience manager or Operational Resilience user roles, you can also get relevant recommendations on your resilience tasks on the landing page.

    To view more information on the Tasks Page Configuration, see Update the Tasks Page Configuration record.

    List view in Operational Resilience Workspace

    From the List view, you can set up a business service, analyze its importance and impact tolerance, perform a scenario analysis, and generate a self-attestation report.

    For more information on setting up a business service in Operational Resilience Workspace, see Data setup for business services.

    For more information on analyzing the importance and impact tolerance of a business service in Operational Resilience Workspace, see Performing Importance and impact tolerance assessment.

    For more information on performing a scenario analysis in Operational Resilience Workspace, see Conducting a scenario analysis.

    For more information on self-attesting your business services in Operational Resilience Workspace, see Certifying services using self-attestation.