Task management
Compliance tasks, recurring templates, team assignment, and deadline tracking
The problem
Compliance generates dozens of tasks distributed across multiple teams: policy reviews, evidence collection, supplier assessments, training. Without a centralized tool, tasks are forgotten, deadlines are missed, and progress is difficult to track.
Our solution
Conformitly integrates specialized compliance task management, with recurring task templates (annual reviews, periodic assessments), assignment to team members, deadlines with automatic reminders, and progress tracking linked to controls and frameworks.
Key capabilities
Recurring task templates
Create task templates for recurring compliance activities (quarterly access reviews, annual supplier assessments, restoration tests) with automatic generation at configured deadlines.
Assignment and accountability
Assign each task to a responsible party with automatic notifications. Managers can view their team's workload and redistribute tasks in case of overload.
Deadline tracking and reminders
Consolidated calendar of all compliance deadlines with automatic email reminders at D-7, D-3, and D-1. Overdue tasks are automatically escalated to the hierarchical manager.
Workflow automation
Automatic task triggering based on events: new supplier added, control validated, incident closed, policy reaching review deadline. Reduce oversights and manual interventions.