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How To... Create a Task and Recurring Tasks

Interface Update Notice: The visuals in this article predate our Q2 2025 Chocolate Release. The process remains identical, and updated visuals are forthcoming.

Creating tasks for your organization's documents can help maintain essential records for your company. Assigning tasks ensures a team member is accountable for creating the evidence necessary to demonstrate compliance management and upcoming assessments. The How To below will explain how to create a task and recurring tasks for your organization.

 

Step-by-step guide:

 

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