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Create an audit plan task

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to create a new task and add it to the audit plan.


Navigate to the Data page

  1. Select the MindBridge icon in the sidebar to go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row to go to the Data page.


Create a task from a transaction or entry

Note: The data table defaults to view entries. To see transactions, open the View menu and select Transactions

  1. Select the plus icon ( + ) in line with the intended transaction or entry.
    A pop-up window appears.
  2. Select an Audit Area from the menu.
  3. Optionally, add a sample name, select an assertion, and add a description.
  4. When you are satisfied, Create task to add the new task to the audit plan and go back to the data table.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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