🛠️ Workbench

"Your control room for tasks, timelines, and processes."
Plan, track, and execute everything in one place.

1️⃣ Overview

The Workbench module provides a centralized space to manage and monitor all your ongoing activities.

It brings together tasks, timelines, and workflows so you always know what’s happening and what comes next.

2️⃣ Key Views

① Tasks Overview

The "My compliance" menu gives a view for all tasks of the current user. In the Tasks overview you get a global overview on all open tasks with a quick visibility into:

• ✅ Pending assignments
• ⏳ Upcoming deadlines for tasks, risks and process actions
• 👤 Task ownership and status

You find more detailed information in our Task Management article

② Timeline View

Track your work chronologically in a Gantt timeline, including:

• Project phases
• Milestones
• Deadlines

These can be grouped per process or per assigned user. You find more details in our Timeline & Roadmaps article

③ Process Kanban

Process and procedure documentation is static. With process workflows you can translate this into a visual Kanban:

• Columns for each stage (e.g., Open → In Progress → Completed)
• Monitor bottlenecks and overall progress

You find more information on this in our Process Management article

3️⃣ Best Practice Tips

• 🔄 Review the tasks overview daily to avoid missed deadlines and enable email notification in your profile to keep up to date.
• 📅 Use the timeline view for long-term planning.
• 🏷️ Keep the Kanban board updated so your team always knows the real status.

🎯 Visual Checklist

• [x] Review tasks overview
• [ ] Update Kanban board
• [ ] Check timeline milestones

Updated on: 11/09/2025