Tasks Page Configuration module

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Tasks Page Configuration module

    The Tasks Page Configuration module in the classic user interface allows users with thesngrcworkspace.taskadminrole to manage the Tasks section on landing pages within various workspaces. This module is essential for configuring how users view data across different workspaces, ensuring a tailored experience according to their roles and tasks.

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    Key Features

    • Configurable landing pages for workspaces including Audit, Compliance, Privacy, and Risk.
    • Default pre-configured tabs: My pending tasks, My group's tasks, My items, and Watchlist.
    • Ability to add, remove, and prioritize tabs in the Task Configuration record.
    • Customization options for tab names, descriptions, and titles visible to end users.
    • Filter records based on group selections, and update state labels and types of tabs.

    Key Outcomes

    With the Tasks Page Configuration module, GRC administrators can effectively manage task visibility and organization for users, enhancing productivity and ensuring that relevant tasks are easily accessible. This configuration allows for optimized workflows tailored to the specific needs of each workspace, improving user experience and task management efficiency.

    The Tasks Page Configuration module in the classic user interface displays the configurations related to the Tasks section in the landing pages of the workspaces. The configurations in the Tasks Page Configuration module help the users to view the data in different workspaces.

    Only users with the sn_grc_workspace.task_admin role can configure the Tasks landing pages for the workspaces using the Tasks Page Configurations module in the classic user interface. The administrators are assigned the sn_grc_workspace.task_admin role by default.

    GRC administrators perform task page configurations, including the workspaces, tabs, and filters configurations in this module. Based on all the filter conditions that are applied at table levels or state levels, the users can view the data in the Tasks landing page in the workspace.

    In the homepage view of the workspace, the widgets displayed about the tasks such as My tasks and My group's work are configured using the UI Builder. Clicking these widgets in the homepage view directs the users to the Tasks page in the workspace.

    For the Audit workspace, Compliance workspace, Privacy workspace, and Risk workspace, the following pre-configured tabs are shipped by default:
    • My pending tasks
    • My group's tasks
    • My items
    • Watchlist

    Starting with GRC: Common Workspace Elements application version 14.x, the administrators with the sn_grc_workspace.task_admin role can add or remove the tabs in the Task Configuration record. They can also prioritize or order the tabs in a sequence. When a tab is created in the Task Configuration record under the Tasks Page Configuration module, it is displayed in the workspace UI.

    The task administrators can change the order of the tabs in the UI. If the same order is configured for two tabs, the tabs are displayed in an alphabetical order.

    The following image shows the updated Task Configuration record.
    Figure 1. Task Configuration record
    Task Configuration
    GRC administrators can configure the names of the task configuration records that are displayed in the landing pages. Administrators can do the following:
    • Update the name and description of the record in the classic user interface. Only administrators can view this data in the classic user interface. End users cannot view this data in the workspace view.
    • Update the title of the workspace that is displayed in the Tasks landing page in the workspace. End users can view this data in the workspace view.
    • Update the title of the applicable table, filter condition, and column names.
    • Update the filter conditions for the tabs.
    • Filter the records based on the group selection for the applicable table.
    • Add, update, remove, or override the state labels of the tables.
    • Update the type of the tab such as group tab or regular tab.