Tasks

Getting Started with Tasks in Openli

Tasks in Openli help you manage your privacy and compliance work in one place. It also gives you a clear overview of what needs to be done, who is responsible, and when it’s due.

With Tasks, you can:

✅ Create and assign tasks for your privacy program

📅 Set deadlines and assign task owners

👀 Track progress and mark tasks as completed

Examples of common tasks:

✅ Add your data processors to Openli

✅ Review and update your Privacy Policy

✅ Confirm you have signed DPAs with key vendors

✅ Update your RoPA (Record of Processing Activities)

✅ Set a reminder to review data retention timelines

✅ Schedule a check-in to review use of AI tools

How to Create a Task in Openli (Step-by-Step)

1. Navigate to Tasks

In your Openli account, click on the "Tasks" tab in the left-hand menu.

1. Click "Create Task"

Enter a task title, description (optional), and due date.

1. Assign an Owner

Select the person responsible for completing the task.

• If the person does not have an Openli account, you can invite them at the same time.

• If the person already has an account, they will receive a notification that a task has been assigned to them.

1. Automatic Notifications

The task owner will get a reminder notification on the task due date, helping to ensure nothing slips through the cracks.

1. Mark as Completed

Once the task is done, it can be easily marked as “Completed” to keep your dashboard up to date.

Need Help?

If you have questions or feedback, we’d love to hear from you. Reach out to us at [e-mail].