Task Management in Credo AI

Users can now track critical “things to do” related to their AI Governance process in Credo AI via Task Management.

Users can track outstanding tasks, set due dates for tasks, assign tasks to individuals or team members, and see all their open tasks in one place.

Each task should have a Type, Assignment, Stage (Incomplete or Complete) and Due Date.

Task Types

As of February 20, 2024, Credo AI supports 3 types of tasks:

1. Assign a Questionnaire intake section to another a user;
2. Assign a Control to a user;
3. Request Review from a user

Due Dates

Task due dates can only be set by Admins.

Task due dates are inherited by their parent object. ie: Questionnaire section task type due dates are automatically populated by the Questionnaire due date.

Task Completion

In Credo AI, after completing a task, a user must also mark it as complete. This is done intentionally, to allow users a “gate”. For example, a business user might complete a questionnaire section but wait to mark the task as complete until they have received approval on quality of their evidence from their Admin.

How to Assign Tasks

1. In a Questionnaire associated with a Use Case, select the person icon next to the Questionnaire section of interest to assign a Questionnaire Section Assigned task to a person or a team: 

1. In a Review on a Use Case, select the “Add Reviewer” button in the upper right hand corner to assign a Review Assigned task to a person or team:

1. In a Policy Pack on a Use Case, select the person icon next to the Control of interest to assign a Control Assigned task to a person or a team:

1. Admins set the due dates on the parent object (Questionnaire, Review or Policy Pack) which then populate the individual tasks from each parent object. ie - if a Questionnaire is due on 12/20/2025, the each Questionnaire Section Assigned task will be due 12/20/2025.

Features coming soon:

1. Due dates on Standalone Controls.
2. Questionnaire auto assignment to Use Case owner.