1. Introduction
Project Management in redOrange.ai enables users to efficiently manage compliance-related tasks through dedicated sections for Compliance, Policies, and Access Review. This guide explains how tasks are assigned, tracked, and completed within the application.
2. Accessing Project Management Tasks
Log in as an Administrator or a user with Can Access Tasks permission.
Navigate to My Work and select the desired task type from the dropdown:
Compliance
Policies
Access Review
3. Compliance Task Management
Compliance tasks are organized into four submenus:
Assigned
Approval
Owner
Collaboration
Task Assignment
In the View and Verify Controls or Verify Compliance (Manual) sections, controls can be assigned to users.
The Owner assigns the compliance control task and can add:
Collaborators
Approvers
Due Date
Criticality
Once assigned, the designated users receive their task under My Work > Compliance in the relevant submenu.
Assigned Section
Users with assigned tasks see them under Assigned with full details of the compliance control.
They can assess the control question, submit answers, mark the task Completed, and upload evidence.
Approval Section
After submission, the Approver reviews the task in the Approval submenu.
Approvers can approve or reject the submission, add comments, and update the status accordingly.
Owner and Collaboration Sections
Owners and collaborators have visibility of related tasks and can track progress or provide support.
4. Policy Task Management
Navigate to My Work > Policies to view policy-related tasks.
When policies are created or uploaded under each framework, the creator can assign:
Owner (typically themselves)
Approver (someone with approval authority)
Priority, Comments, Due Date, and Criticality
Assigned owners and approvers receive these tasks in their My Work > Policies area.
Approvers can:
Approve or reject policies
Provide comments explaining their decision
Update status as Completed, In Progress, or Not Started.
5. Access Review Task Management
Access reviews allow you to flag users for review based on their permissions in connected business applications.
You can assign a Reviewer to assess the flagged user’s access.
Reviewers receive tasks under My Work > Access Review.
Reviewer Actions
Review the user’s permissions and provide a review status:
Not Reviewed
In Progress
Reviewed
Resolved
Add comments or notes related to the review.
6. Best Practices
Assign tasks promptly with clear owners and approvers to ensure accountability.
Set realistic due dates and criticality levels to prioritize compliance efforts.
Upload supporting evidence for compliance tasks and policies for audit readiness.
Use comments to document discussions and rationale for decisions.
Regularly monitor task status across all three task types to maintain compliance momentum.
7. Troubleshooting
Issue | Solution |
Tasks not appearing in My Work | Verify user permissions and assigned roles |
Unable to submit or approve tasks | Refresh page and check internet connection; contact support if persistent |
Missing documentation or guidance | Use Lisha AI for clarifications or contact support |
8. FAQs
Q: Can one user have multiple roles in task assignments?
A: Yes, a user can be assigned as owner, approver, or collaborator on multiple tasks.
Q: How do I track my assigned compliance tasks?
A: Use My Work > Compliance > Assigned to view and manage your tasks.
Q: What happens when a policy is rejected?
A: The approver provides comments explaining the rejection; the owner can update and resubmit the policy.
9. Contact Support
For assistance with Project Management tasks, contact:
Email: support@redorange.ai