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Risk and assurance

Maintain tasks

A031 min readUpdated 28 October 2026

Entry: Assurance > Tasks or an appropriate parent record's action section.

  1. Record the action, assignee, due date, parent/link and completion expectation.
  2. Use Start when work begins. Use Block with an explanation if progress stops, then Unblock when it can resume.
  3. Add progress/evidence using the available fields or notes. Use Complete after the work is finished.
  4. Check the resulting state and parent record. Completing a task does not automatically approve its contract, resolve its risk or meet a separate obligation.

Complete when: The task is in the correct state with evidence or a clear next step. For a blocked task, unblock before following the supported completion path. Do not cancel an action merely to remove an overdue indicator.