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.
Link tasks to vendors, contracts, documents, or any other object in the system for contextual accountability.
Automatically trigger follow-up tasks as each step is completed—ideal for contract reviews or vendor onboarding.
Define reusable tasks in Site Admin and deploy them via bulk actions to automate complex workflows.
Automate task creation on a schedule—such as monthly risk assessments or quarterly document reviews.
Add a custom form to any task to collect additional input, checklist confirmations, or structured responses.
Create and assign as many task forms as needed to support your unique workflows and requirements.
Route tasks through your review committee process to ensure approval before completion.
Assign tasks to vendors through the Guest Portal as part of onboarding or information collection.
Set deadlines for tasks and trigger reminder emails to keep workflows on track.
Access your assigned tasks from anywhere in the app with a single click—no digging required.
Promote frequently used saved tasks directly to the top navigation for fast access by your team.
Add up to 10 custom fields to each task for enhanced filtering, reporting, and classification.
Ensure sensitive tasks are only visible to relevant users or departments.
Add notes or comments to tasks to share context, instructions, or decisions between users.
Drive accountability with workflows, reminders, and clear ownership.
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