Completing a task with evidences

Overview

Evidences can be linked to tasks so that completing a task automatically generates a new submission. This captures updates in context and helps keep documentation accurate, audit-ready, and easy to maintain over time.

How to complete a task with evidences

1. Go to the Tasks module and select the relevant task

2. Click on + Add evidence.
   
   
   
   
3. From here, you will be able to set up a new evidence or connect an existing evidence. For more details on how to do this, go to our article Evidence submissions.
4. Once you add your evidence, you will see them displayed in the Completion box.
   
   
5. Go back to the Task detail page. Here you can see that in order to complete it you must fill out the evidence submission. Once the submission is completed, you can finish the task.
   
   
   

6. After clicking Complete task, a dialog box will appear prompting you to enter the completion date.

   
7. After clicking Confirm, the task is resolved. You can see the completion date, who completed the task, the questionnaires and/or evidence submitted.

See also the following articles:

• Evidence Management

• Evidences Submissions

Common Questions

1. What can I use this feature for?
   

    

   Being able to complete tasks with evidences supports operational governance by ensuring tasks, questionnaires, and evidence are connected and compliance work is properly completed and verifiable.

by María Amparo Soriano Varela, Customer Enablement Manager 

We hope this article was helpful and that you now have a clear understanding of how to use Evidence Submissions in Formalize!

If you need additional support, don't hesitate to reach out us by email at support@formalize.com