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preeco | data protection

Data Protection Collaboration and Task Management

Manage tasks, checklists, messages, surveys and follow-ups centrally in one place. All participants stay informed – thanks to dashboards, automatic notifications and structured workflows.

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Task Management

Manage and Delegate Tasks Centrally

Create and assign tasks directly within documents or independently. The system sends email notifications about new tasks. Prioritization, categorization and progress tracking ensure full control.

  • Email notifications about new tasks
  • Assign and delegate tasks
  • Prioritization and categorization
  • Tasks standalone or linked to documents
  • Board view by status with drag-and-drop – cards show priority, linked document, short description and number of open comments
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Manage and Delegate Tasks Centrally

Messages & Surveys

Structured Communication and Information Gathering

Use the integrated messaging system for internal communication. Link messages to documents for context-based communication. Create flexible surveys with various question types for structured information gathering.

  • Internal messaging system with email notifications
  • Linking messages to documents
  • Flexible surveys with various question types
  • Download and evaluation as PDF or DOCX
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Structured Communication and Information Gathering

Checklists

Checklists for Compliance Audits

Create multiple-choice checklists for compliance audits, training sessions and internal controls. Use templates or custom checklists. Assign them to specific users and evaluate results.

  • Templates or custom checklists
  • Change the response type of already-answered questions – lossless switches without a prompt
  • Differentiated permission concept
  • Targeted distribution to users
  • Export as PDF or DOCX
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Checklists for Compliance Audits

Follow-ups

Follow-ups for Reliable Deadline Management

Set follow-ups for documents and tasks. Automatic notification by email and display in the dashboard as a new task. Use follow-ups for deletion deadlines and regular reviews of your contracts.

  • Automatic email notification
  • Display in dashboard as a task
  • Follow-ups for all document types
  • Proactive deadline management
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Follow-ups for Reliable Deadline Management

Features

All Features at a Glance

From tasks through checklists to follow-ups – all the tools for efficient collaboration in data protection.

Comments and Status

Comment on documents and tasks and record the processing status directly. Comments can be entered with formatting – with paragraphs, lists, highlighted text and text blocks via the toolbar; the formatting also appears in the exports.

Permissions and Visibility

Granular permissions per user or user group. Visibility automatically adapts to tenant membership.

Integration with Other Modules

Tasks can be created directly from data subject requests, processing activities or audits. Seamless linking is maintained.

Templates and Text Modules

Numerous text modules for recurring content plus templates for checklists and training courses. Share custom templates across tenants.

File Storage

Central upload and structured storage of documents. Tags and nestable folders. Files optionally shareable via public URL.

Change Proposals

Request information on processing activities or submit change proposals – including from external people by email. Proposals are captured directly on the respective processing activity and managed in a traceable way.

Data collection forms

Create reusable data collection workflows: multi-page questionnaires whose pages and questions can be shown or hidden depending on answers given previously. Actions stored for each answer are executed when the completed form is released – for example creating a document or a task. Assign forms to users to answer or send them by email to external persons – with due date and notification on completion.

Terms on this page, briefly explained

Audit

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