Task page and List view

  • Release version: Xanadu
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Task page and List view

    The Tasks page in Operational Resilience Workspace offers a consolidated view of your pending tasks, your group's tasks, and tasks on your watchlist, enabling you to manage and update tasks directly from the dashboard. The List view allows you to configure operational resilience tasks and perform key activities such as setting up business services, analyzing their importance and impact tolerance, conducting scenario analyses, and generating self-attestation reports.

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    Key Features

    • Tasks page tabs:
      • My pending tasks: Displays tasks assigned to you that require action, filtered by states like Draft/New, In progress, Needs my approval, Needs my review, Overdue, and Pending response. Only in-progress tasks are shown; closed and canceled tasks are accessible via their respective forms.
      • My items: Shows tasks assigned to the signed-in user, such as an Operational Resilience Manager.
      • Watchlist: Lists tasks you are monitoring. Notifications appear here when tasks are approved or completed.
    • Data visibility: Task data shown is role-based, ensuring users see relevant tasks only.
    • Customization: Operational Resilience administrators can customize the Tasks page configurations through the Tasks Page Configuration record accessible via GRC Landing Page Configurations.
    • Landing page recommendations: Operational Resilience managers and users receive relevant task recommendations on their landing page.
    • List view capabilities: Enables setting up business services, assessing their importance and impact tolerance, performing scenario analysis, and generating self-attestation reports to certify services.

    Key Outcomes

    • Efficient task management with a single-pane view tailored by user roles and task status filters.
    • Direct task updates and notifications streamline operational resilience workflows.
    • Administrators gain control over workspace customization to align with organizational needs.
    • Comprehensive business service management from setup through certification supports resilience planning and compliance.

    The Tasks page in Operational Resilience Workspace provides a single-pane view of your pending tasks, your group's tasks, and the tasks that are on your watchlist. You can also update the tasks directly from the dashboard. On the List page, you can configure your operational resilience tasks.

    Tabs in the Tasks page

    The Tasks page in Operational Resilience Workspace displays the following tabs:
    • My pending tasks
    • My items
    • Watchlist
    A sample Tasks page for a logged-in user is shown in the following example.
    Figure 1. Tasks page
    Tasks page.

    My pending tasks

    The My pending tasks tab displays an overview of the pending tasks that are assigned to you and the tasks that require an action from you.
    Note:
    The data displayed in the Tasks page is based on the roles of the users.
    The My pending tasks tab displays your pending tasks in different states. You can filter your pending tasks by using the following types of the states:
    • All
    • Draft/New
    • In progress
    • Needs my approval
    • Needs my review
    • Overdue
    • Pending response
    The following example shows the pending tasks for the signed-in user.
    Figure 2. My pending tasks
    My pending tasks.

    My items

    The My items tab displays a list of the tasks that are assigned to the signed-in user, such as the Operational Resilience Manager as shown in the following example.
    Figure 3. My items
    My items.

    Watchlist

    The Watchlist tab displays a list of the tasks that are on your watchlist. When a task is approved or completed, you receive a notification on the tab. The following example shows the updates on the assessments tasks that are on the signed-in user's watchlist.
    Figure 4. My watchlist
    My watchlist.
    Note:
    On the My pending tasks, My items, and Watchlist tabs, you can only view the records that are in-progress. On the My pending tasks, My items, and Watchlist tabs, the closed and canceled records aren’t displayed. In Operational Resilience Workspace, you can view the closed and canceled records on their respective forms.

    If you have the Operational Resilience administrator role, you can customize Operational Resilience Workspace by updating the Tasks page configurations. To update the Tasks page configurations, you can navigate to All > GRC Landing Page Configurations > Tasks Page Configuration in your instance.

    If you have the Operational Resilience manager or Operational Resilience user roles, you can also get relevant recommendations on your resilience tasks on the landing page.

    To view more information on the Tasks Page Configuration, see Update the Tasks Page Configuration record.

    List view in Operational Resilience Workspace

    From the List view, you can set up a business service, analyze its importance and impact tolerance, perform a scenario analysis, and generate a self-attestation report.

    For more information on setting up a business service in Operational Resilience Workspace, see Data setup for business services.

    For more information on analyzing the importance and impact tolerance of a business service in Operational Resilience Workspace, see Performing Importance and impact tolerance assessment.

    For more information on performing a scenario analysis in Operational Resilience Workspace, see Conducting a scenario analysis.

    For more information on self-attesting your business services in Operational Resilience Workspace, see Certifying services using self-attestation.