Summary

Creating tasks allows you to streamline your investigations by focusing on specific line items. Tasks are stored and managed in your audit plan, and can be accessed any time.

Learn how to create new tasks for your engagement's audit plan.

Go to the Data table tab

1. Select the logo in the MindBridge sidebar.
   You will go to the Organizations page.
2. Select View in line with the desired organization, or click anywhere in the organization row.
   You will go to the Engagements page.
3. Select View in line with the desired engagement, or click anywhere in the engagement row.
   You will go to the Data page.
4. Select View Analysis in line with the desired analysis.
   You will go to the Analyze page.
5. Select the Data table tab.

Create a task for a transaction or entry

1. Open the more actions menu ( ) in line with the intended transaction or entry.
2. Select Create task.
   A pop-up window appears.
   • Note: If you expand a transaction, you can also use the create task icon ( ) next to an entry to create a task for it.
3. Enter or select an Audit area from the menu.
4. Optionally:
   • Enter or select a sample name (tasks are grouped into samples)
   • Enter or select an assertion
   • Add a description to explain the purpose of the task
   • Select an assignee to handle oversight of the task
5. When you are satisfied, select Create task.
   The new task will be added to the audit plan and you will go back to the data table.

Select Cancel anytime to discard the task and go back to the data table.

Create multiple tasks

1. Check the boxes next to each entry or transaction you want to create a task for, or check the box in line with the column headers to select all of the tasks on the page.
   A bulk action bar appears.
   If you want to select all of the tasks available across all pages, use Select all.
2. Open the Actions menu.
3. Select Create tasks.
   A pop-up window appears.
4. Enter or select an Audit area from the menu.
5. Optionally:
   • Enter or select a sample name (tasks are grouped into samples)
   • Enter or select an assertion
   • Add a description to explain the purpose of the task
   • Select an assignee to handle oversight of the task
6. When you are satisfied, select Create tasks.
   The new tasks will be added to the audit plan and you will go back to the data table.

Select Cancel anytime to discard the tasks and go back to the data table.

Anything else on your mind? Chat with us or submit a request for further assistance.

Related articles

• Edit a task
• Audit Plan: Exported .CSV and .XLSX files