What is a project?

A project can be a list of tasks you delegate to internal or external parties of the organisation through the project management module. A project can be set to be performed one time or to be continuous.

To start a new project, click on the “Start project”, and choose between a one-time or an ongoing project (set to be run on a periodic basis.) If you have created a continuous project previously and want to use the same template, then choose from the drop down button under “Run existing projects”.

Fill in the following details of a new project:

  • Title: The title of the project
  • Project description: Describe the project
  • Project responsible: Responsible person of the project
  • Choose the type of the project:
    • Update: Receive updates or information from different responsibles
    • Validation: Validate (confirm or reject ) an input in the system
    • Control: Control data in the system
    • Security measure: Create or apply new measures
    • Assessment: Perform assessments
  • Scope:
  • Tags: Use existing tags or create new tags to better filter through all projects. This field is not mandatory.

Set the scope of the project under the sheet, _ Scope

Click on the “Edit” button and choose “yes” on the fields that you want to include in the project.

Choose the task assignees

Choose between Accountables, Responsibles and Alternative responsibles.

Press “Save”.

Add which Assets, controls or security measures you want to include in the scope

Select elements from the gross list, and click “add” to include and “add” to close the pop-up window.

Note: If added elements are marked red, it means that the element does not have an assignee. Add assignees above and click save.

Set start and due date under the sheet, Schedule

Here you can also add a message or attachments to the task receivers.

See the full list of created tasks and their assignees and the status under the sheet, Tasks

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