Task Teams are used to allocate tasks to a group of Positions. Task Teams can be allocated to Process Controls, Risk Treatment and Event Tasks. For example, all Branch Managers could be members of the ‘Branch Managers’ Task Team and the team could be allocated to a monthly Reporting task.

Task Teams are identified by the letters (TT) next to the group name within the Actioned By lists.

Task Team entry `(TT)` in an 'Actioned By' List

Task Team entry (TT) in an ‘Actioned By’ List

You can display Records that Task Teams are assigned to and the Security Groups that they are members of. See Show Task Team Usage.

The Task Teams tab

Task Team can be added, edited and deleted from the Task Teams tab.

'The 'Task Teams' tab

'The ‘Task Teams’ tab

The ‘Task Teams’ tab elements

ID

Item

Description

1

Column Headers

Use the controls in the Column Headers to filter the Records in the list.

2

Text Field Filter

Enter some text to display only those Task Team list entries that match this text.

3

Task Team list

Displays the list of Task Teams in your TriLine GRC system.

4

‘Edit Task Team’ icon

Click this icon to edit the related Task Team.

5

‘Delete Task Team’ icon

Click this icon to delete the related Task Team. The Delete icon appears when the Task Team is not being ‘used’.

6

Show ‘Members’ icon

Click this icon to show and change the Position’s in this Task Team.

7

‘Show Usage’ icon

Click this icon to view all Records associated with the Task Team.

8

Page Navigation Panel

Use the scroll bar to move through the number of Task Team Records.

9

‘Add Task Team’ icon

Click this icon to add a new Task Team.

See ‘Adding a new Task Team’ for more information.

10

‘Reset Grid’ icon

Click this icon to reset the grid to the default view.

Show a Task Team’s Members

  1. Click on a Show Members 1 icon to show the Membership list next to the Task Team’s list.

'The 'Task Team Membership' list

'The ‘Task Team Membership’ list

The ‘Security Group Membership’ list elements

ID

Item

Description

1

Show ‘Members’ icon

Click this icon to show the Position’s in this Task Team.

2

Task Team title

The Task Team who’s Membership we are viewing.

3

Members list

Displays the list of Positions in your TriLine GRC system. The Positions who are ‘checked’ as members of this Task Team are displayed at the top of the list.

4

Membership checkbox

Ticked check boxes are Position’s in this Task Team. Unticked check boxes are Positions not currently in this Task Team, but can be selected to be in this Task Team.

5

‘Save’ icon

Click this icon to Save changes to the membership of this Task Team.

6

‘Close’ icon

Click this icon to Close this window.

Show where a Task Team is Used

This window shows all Security Groups, responsibilities and task actioned by roles that this Task Team has in the TriLine GRC system.

  1. Click on a Show Usage 1 icon on the Task Teams tab.

  2. The ‘Show Usage’ window displays.

'The 'Show Usage' window

'The ‘Show Usage’ window

ID

Item

Description

1

Task Team title

The Task Team who’s Usage we are viewing

2

Modules tabs

Click each tab to which record this Task Team has a role or is used.

3

Page Navigation Panel

Use the controls in this panel to move between List Pages and set the number of Records to display per-page.

4

Column Headers

Use the controls in the Column Headers to filter the Records in the list.

5

Usage list

Displays the Usage list of this Task Team.

6

‘Close’ icon

Click this icon to close the window

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