The Tasks Tracker helps you stay on top of everything from daily compliance follow-ups to audit prep. It’s your all-in-one workspace to organize, track, and collaborate on tasks with your team, so nothing slips through the cracks. An email notification is sent to an individual when a task is assigned.
Step-by-Step Guide
Step 1: Log in to your Readily account https://app.readily.co/task-tracker
Step 2: Click the Tasks Tracker, located on the left side of the page.
On the tasks tracker, there are three sections: My Tasks, All Tasks, and Projects.
Overview of each Task View
My Tasks: Tasks that are specifically assigned to you.
All Tasks: You can view All Tasks listed.
Projects: Folder of projects with Tasks.
Step 3: Create A Project
Click on the + sign to create a project.
Add a Project Name. Then click Create Project.
Step 4: Create A Task
Click the Project Name.
Top right corner, click Create Task.
The Task page will populate.
Enter Task Name
Add a Description
Generate a comment and tag a member of your team.
Fill out the Info section
Status: To Do
Set a priority by clicking the drop-down
Select a Department - (You can select 1 department or multiple departments)
Assign an Assignee: search the name of the assignee. (You can select 1 assignee or multiple assignees)
Set an Owner and Timeline
Once you’ve filled out the Info section, click Save & Go Back
After saving the task, the assignee(s) will receive an email notification
Best Practices
Keep Tasks Action-Oriented
Use clear, concise titles that describe an action, e.g., “Review Q4 CAP responses”.
Assign Ownership and Deadlines
Assign ownership for accountability and progress. Set due dates to set clear deadlines and expectations.
Update the Status of the Task
Updating the Status keeps ongoing progress and visibility.
Utilize the Comment Section
Use the comment section to collaborate, ask for more information, next steps, or instructions.