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Creating a Task from an Entry

Article author
Jonathon Plowman-Samson
  • Updated

To perform this task, you will need to navigate to your analysis’ Data Table.


NOTE: The data table’s default view is set to “Transactions,” showing only the engagement’s transactions (you can create a task from a transaction). 

To change the data table’s view to “Entries,” click the Transactions button in the upper-right corner. Select Entries in the drop-down.


Click the plus icon on the right of the entry you want to add to the audit plan as a task.


The Create Task pop up will appear. The Audit Area is a required field. You can include optional information, including Sample Name, Assertions, Description, and Assignee. Once you are done, click Create Task at the bottom of the form.


Your entry will be added as a task to the engagement’s audit plan and will be found on the engagement’s Audit Plan page.

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