Questions? We have answers.

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.

Procedure

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.

f9f7f65e-a0d0-4351-bb0b-ac2f32f685e9__1_.gif

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

ff2c682a-2cc0-4ece-af6e-3b12f24b09ae.png

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.

a257979b-1136-46c5-a6ab-bc03c60688bb.png

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.

c9c2c58f-dcf9-490d-a124-19244313c7e1.png
Share this:

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.