✅ Task Management

"Stay on top of tasks, actions, and remediations, all from the same place"
Track actions linked to documents and processes with full visibility.

Brainframe lets you manage tasks across documents, assets, and processes, so nothing slips through the cracks.

1️⃣ Document Tasks

You can create and track tasks directly from any document (e.g., meeting notes, policies, procedures).

1. Click Create task in Brainframe.
2. Or link the document to an existing task in external tools (Asana, Jira, Monday.com, Azure DevOps).

When creating a new task:

• Assign Brainframe user(s).
• Choose a task category (General tasks by default).
• Set a planning period (start and deadline).
• Define the Kanban stage (e.g. todo, doing, done).
• Add a task description with detailed instructions.

Once created, tasks appear in the document view:

2️⃣ Framework & Maturity Requirement Tasks

Tasks can also be assigned to requirements inside your Framework / Maturity Mapping (Statement of Applicability).

This ensures compliance actions are tracked and managed within the framework view.

3️⃣ Tasks Overview

From the Workbench → Tasks Overview, you can see all open tasks assigned to you ( and to others if you’re an admin).

1. Open the Tasks View module.
2. Sort and filter by deadline, assignment, or completion.
3. View tasks grouped by checklist (e.g., General tasks, Risk register).
4. List of tasks that you can mark as finished by checking them off on the left.
5. Create quick tasks by typing into the Add task field.
6. Add task categories for grouping and workflows.
7. Create custom Kanban flows instead of default todo/doing/done.
8. Export tasks to PDF for sharing externally.
9. Generate iCal links to synchronize your task list with your personal calendar.

📌 Notes & Tips

• 📌 If you select text in the standard editor and click Add task, it will become a link to the task.
• 📌 Copying text before clicking Add task will automatically use that text as the task title.

ℹ️ Info:

• In the Tasks module, you’ll only see tasks created by you or assigned to you (admins can see all).
• At document level, you’ll see all linked tasks if you have READ permission on the folder.
• You can configure these when you click on the settings button on the top right, or in the workspace settings.

You can find more information on integrations with JIRA, ASANA, MONDAY and Azure Devops here.

4️⃣ Best Practices

• 📋 Always assign a category so tasks can be grouped in Workbench.
• 🛠 Use Kanban workflows for clarity on progress.
• 👥 Assign users explicitly to avoid unclear responsibilities.
• 📊 Export tasks to PDF for auditor or external reporting.
• 📅 Sync tasks to your calendar for better personal tracking.

🎯 Visual Checklist

• [x] Created a task from a document
• [x] Assigned users and deadlines
• [ ] Linked tasks to framework requirements
• [ ] Checked progress in Tasks Overview
• [ ] Exported tasks or synced calendar integration

Updated on: 03/09/2025