Tasks

The Tasks page is your day-to-day workspace for getting things done. It shows you exactly what actions you need to take to move forward with your compliance program — organized by framework, milestone, and theme (like Engineering, IT, HR, and Risk).

When you open the Tasks page for the first time, you’ll start by selecting the compliance framework you're working towards — for example, SOC 2.

Based on your selection, ComplyJet automatically chooses the most relevant milestone for you. For SOC 2, this could be Type I or Type II depending on where you are in the journey. The page will show your progress toward that milestone right up front.

Once a milestone is selected, you’ll see how ready your company is in different compliance domains — like Engineering, HR, IT, and Risk. For instance, you might be 56% ready in Engineering but only 9% in HR. This helps you know where to focus your efforts next.

Scroll down to view all the open tasks required to reach your selected milestone. You’ll see:

Tasks can be reassigned to any team member, helping you collaborate across functions. You can also filter tasks by theme (e.g., Engineering, HR) to quickly focus on a specific area.

Every task clearly explains what needs to be done. For example, a task like “Fix Code Repositories” may show 64% progress and include step-by-step instructions — such as reviewing test sections and fixing failed tests.

You’ll also see a “Visit Source” button, which takes you directly to the relevant area of the app or platform where the task can be completed.

As you complete subtasks, your progress updates automatically. Once all parts of a task are done, it’s marked as complete — helping you move closer to your milestone.

The Tasks page helps you stay focused, organized, and aligned with your compliance goals. Check it regularly to see what’s next, track your team’s efforts, and keep momentum going.

Need help understanding a specific task or milestone? Just click into it or contact support — we’re here to help.