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Quick summary
  • Use New Task to add your own task alongside Assuric’s defaults.
  • Choosing the Product category means picking a product too, and you can’t change that choice later.
  • Mapping a task to a requirement is optional, but only a mapped task counts as evidence for that framework.
1

Open New Task

Click New Task in the Tasks toolbar.Or start from a framework’s Tasks tab. Its Add menu has:
  • Create new task, for a custom task on that framework.
  • Map existing tasks, to link tasks from other frameworks.
2

Name it, categorise it, and assign it

Give the task a Task Title and a Category, both required, and an assignee if you know the owner. Pick one of the task categories, or Other if none fits.
The Add New Task dialog with the Task Title field, Category selector, and Assignees control highlighted

The Add New Task dialog. 1 Task Title and 2 Category are required. 3 Assignees is optional here, same as on any other task.

Picking Product as the category is a one-way choice. A required Mapped Products field appears next to Category, with the hint This cannot be changed later. Mapped Frameworks, under Compliance Mapping, also becomes required for a product-specific task.
3

Choose a product, if it's a product task

Pick the product in Mapped Products.
The New Task dialog with Product selected as the category, showing the new required Mapped Products field and the Mapped Frameworks field now marked required

Choosing Product as the category. 1 Mapped Products, which can't be changed later. 2 Mapped Frameworks, now required.

4

Fine-tune the rest

Task Type, Status and Priority start with defaults (Document, Not Started, Medium), and Due Date and Recurrence are optional.
5

Map it to a requirement, if one applies

Under Compliance Mapping, pick a framework in Mapped Frameworks first. Mapped Requirements stays disabled until you do, then lists that framework’s clauses.
What happens if you don’t map a task to a requirement? It still tracks like any other task, but proves nothing against a framework.
6

Attach resources and save

Associated Documents and Associated Evidence are optional. Click Add Task once you’re done.

Task categories and statuses

The categories a custom task can belong to.

Task management

Assign, schedule and comment on any task, custom or default.

Frameworks: Overview

What a task satisfies, and how the two are mapped.