Overview
You can link Evidence to specific tasks to ensure compliance work is fully documented. When a task requires evidence, users must complete the evidence submission before the system allows them to mark the task as complete. This workflow captures updates in context and helps keep your documentation accurate, audit-ready, and easy to maintain over time.
How to Complete a Task with Evidence
If a task has linked evidence, the system will prevent you from finishing the task until the evidence is submitted.
Go to the Tasks module and select the relevant task or add a new one.
In the Completion tab, click + Add evidence.
Set up a new evidence record or connect an existing one. Then click Create/Save to set up the task.
For detailed instructions on this step, refer to our guide on Evidence Submissions.
Once added, the required evidence will appear in the Completion box on the Task detail page.
Fill out and submit the required evidence.
Once the evidence submission is finalized, click the Complete task button.
A dialog box will appear prompting you to enter a completion date. Select the date and click Confirm.
The task is now resolved. The task record will permanently display the completion date, the user who completed it, and any linked evidence or questionnaires submitted.
See also the following articles:
Common Questions
What can I use this feature for?
Completing tasks with evidence supports operational governance. It ensures tasks, questionnaires, and evidence are strictly connected, making your compliance work properly verifiable and audit-ready.
We hope this article was helpful!
If you have any additional questions, please reach out to us via chat in the bottom right corner of the page — our team is always happy to assist you further.