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Planning & follow-up

Tasks

The Tasks screen is a simple work tracker. It is split into two views: the things you owe (My tasks) and the things you have asked someone else to do (Assigned by me).

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Tasks — landing screen

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The Tasks screen with the My tasks view active. Switch tabs at the top to flip between the two views.

My tasks

The default view. Everything assigned to you, sorted with the most urgent at the top.

Each row shows:

  • A checkbox to mark the task done.
  • The task title.
  • The audit or store the task belongs to (when it came from an audit finding).
  • The due date — overdue tasks are highlighted.
  • An optional feedback badge if someone wants your input on a finding.
Tab

My tasks — list

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Your inbox: anything currently on your plate. Tick the box on the left to complete.

Filtering

The filter row at the top lets you narrow the list:

  • Status — open, in progress, done.
  • Source — tasks tied to an audit vs. free-form tasks.
  • Feedback only — show only feedback requests.

Empty state

When you are all caught up, the screen shows a friendly empty state instead of an empty list — a hint that you have nothing pending.

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Empty state — caught up

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What you see when everything is done. The clearest 'good news' state in the app.

Assigned by me

Switch tabs to see tasks you have delegated. Same list, same fields, but from the other angle — useful for managers checking on their team's progress.

Tab

Assigned by me

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The tasks you have handed out. Each row shows who is on it and how close they are to done.

You can:

  • See the assignee's avatar on each row.
  • Reassign by clicking the avatar and picking a different person.
  • Nudge a task back to the top by changing the due date.

Feedback requests

When an auditor leaves a comment that needs an employee's response — a customer complaint to read, a finding to acknowledge — it shows up here as a feedback request. Open it, read the context, type a reply, and the loop closes back at the auditor.

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Feedback request

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Read the context and reply. Your response is visible to the auditor and the area manager.

Tasks metrics

The strip above the list summarises what is on your plate right now: total open, due this week, overdue. Helpful for a 5-second status check at the start of the day.

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Tasks metrics row

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Counts at a glance — open, due this week, overdue.

Tasks vs. action plan

Tasks are individual to-dos — somebody owns each one, and the goal is "done". The action plan is broader: it tracks the issue an audit found, which may have many tasks under it, with stages (in progress / finished / approved).

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