Task Management

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Task Workflows That Keep Everything Moving

VendorRisk's task system makes it easy to assign, track, and automate actions tied to your vendors, contracts, or internal workflows. Whether routing approvals, onboarding vendors, or gathering details, tasks are flexible, form-driven, and built to prevent anything from slipping through the cracks.

Attach Tasks to Any Item

Link tasks to vendors, contracts, documents, or any other object in the system for contextual accountability.

Multi-Step Task Workflows

Automatically trigger follow-up tasks as each step is completed—ideal for contract reviews or vendor onboarding.

Saved Tasks & Automation

Define reusable tasks in Site Admin and deploy them via bulk actions to automate complex workflows.

Recurring Task Scheduling

Automate task creation on a schedule—such as monthly risk assessments or quarterly document reviews.

Task Forms for Guided Completion

Add a custom form to any task to collect additional input, checklist confirmations, or structured responses.

Unlimited Task Forms

Create and assign as many task forms as needed to support your unique workflows and requirements.

Review Committee Approval Integration

Route tasks through your review committee process to ensure approval before completion.

Vendor Request Tasks

Assign tasks to vendors through the Guest Portal as part of onboarding or information collection.

Due Date & Reminder Notifications

Set deadlines for tasks and trigger reminder emails to keep workflows on track.

Quick Access to Open Tasks

Access your assigned tasks from anywhere in the app with a single click—no digging required.

Saved Tasks in Navigation

Promote frequently used saved tasks directly to the top navigation for fast access by your team.

Custom Fields for Task Tracking

Add up to 10 custom fields to each task for enhanced filtering, reporting, and classification.

Restrict Task Visibility by Department

Ensure sensitive tasks are only visible to relevant users or departments.

Commenting & Internal Notes

Add notes or comments to tasks to share context, instructions, or decisions between users.



Assign, Track, and Complete Tasks with Ease

Drive accountability with workflows, reminders, and clear ownership.

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