Tasks — Docs

Tasks in Unicis Platform are the core unit for managing evidence, records, and compliance assessments. A single task can hold multiple registers, controls, or assessments simultaneously.

For example, a task for a non-EU service provider relationship can contain a Record of Processing Activities (RoPA) for GDPR Article 30 compliance, a Transfer Impact Assessment (TIA) for data transfer compliance, and cybersecurity controls as security review evidence — all in one place.

Views

Tasks can be viewed in two layouts:

List View

The default view displays tasks in a tabular list with columns for title, status, priority, due date, and assignee. Use filters and sorting to quickly find specific tasks.

Kanban Board

The Kanban board provides a visual, drag-and-drop interface for managing tasks across status columns (To Do, In Progress, In Review, Feedback, Done). Drag a task card between columns to update its status. Status changes made via the Kanban board are recorded in audit logs and trigger notifications.

Task Import Templates

Task import templates allow you to generate tasks automatically from the controls of your enabled CSC frameworks. Instead of manually creating tasks for each control, the platform generates a task for each active control in a selected framework, pre-linked to the corresponding cybersecurity control.

To import tasks from a template:

1. Navigate to All Tasks
2. Click Import from Template
3. Select the framework to generate tasks from
4. Confirm the import

Recurring Tasks

Tasks can be configured to recur on a schedule, ensuring that periodic compliance activities (such as reviews, audits, or control assessments) are not missed.

The following recurrence frequencies are available:

Recurring tasks display a recurrence badge next to the task title. Recurrence settings can be configured from Settings → Settings tab.

Task Tabs

Each task contains the following tabs:

Overview

The Overview tab contains the core task details:

Task Status Values

Processing Activities (RPA)

Register and manage Record of Processing Activities linked to this task. Five guided steps:

1. Description and Stakeholders
2. Purpose and Categories
3. Recipients
4. Transfer
5. Security Measures / Technical and Organisational Measures (TOMs)

Transfer Impact Assessment (TIA)

Register or view Transfer Impact Assessments for this task. Five guided steps determine whether a data transfer complies with GDPR Chapter 5:

1. Describe the intended transfer scenario
2. Determine scenarios of problematic lawful access
3. Determine factors indicating risk of problematic lawful access
4. Determine probability of problematic lawful access
5. Conclusion / Results

Privacy Impact Assessment (PIA)

Manage Privacy Impact Assessments for evaluating privacy risks related to personal data processing. Six steps:

1. Data processing
2. Confidentiality and integrity
3. Availability
4. Transparency and data minimization
5. Results
6. Corrective measures

Cybersecurity Controls

Assign Cybersecurity Controls to this task as evidence of implementation. Select controls from a dropdown based on your active framework and subscription plan. Multiple controls can be linked to a single task — there is no limit.

When linking a task to a control that has an Unknown status, a dialog prompts you to set the control’s maturity status immediately. This ensures controls are assessed as they are linked, preventing unreviewed controls from accumulating.

Bulk Linking to Mapped Controls

When multiple frameworks are active, you can link a task to a control and simultaneously propagate that link to all mapped controls across other enabled frameworks. The platform supports both per-control and bulk linking. When bulk linking, the status from the source control is propagated to all mapped target controls.

Risk Management (RM)

The Risk Management tab serves as a Risk Register entry. Two steps:

1. Risk and Impact
2. Risk Treatment

Attachments / Evidence

Upload supporting documents and evidence directly to a task.

Supported file types: PDF, XLSX, ODF, CSV, JSON, Markdown, TXT, ZIP, RAR, 7Z

Maximum file size: 10 MB per file

Comments

All users can post, edit, and delete comments based on their role. Comments support Markdown syntax.

Comments also support emoji reactions — click the emoji picker on any comment to add a reaction. Reactions provide a lightweight way to acknowledge or respond to comments without adding a new message.

Import / Export

Tasks and their associated module data (RoPA, TIA, PIA, RM) can be imported and exported.

Import formats:

• Excel (.xlsx)
• OpenDocument (.ods)
• CSV (.csv)

Export formats:

• Excel (.xlsx)
• OpenDocument (.ods)
• CSV (.csv)
• HTML (.html)
• PDF (.pdf)

Audit Logs

Task audit logs record all changes made to tasks themselves (title, status, priority, assignee, due date, etc.) as well as changes within associated modules — RoPA, TIA, CSC, PIA, and Risk Management. All changes are recorded and displayed in the Activity tab of each task.

• User name
• Action
• Date
• Previous value
• New value