Manage tasks, checklists, messages, surveys and reminders centrally in one place. All participants stay informed – thanks to dashboards, automatic notifications and structured workflows.
Task Management
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.
Messages & Surveys
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.
Checklists
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.
Reminders
Set reminders for documents and tasks. Automatic notification by email and display in the dashboard as a new task. Use reminders for deletion deadlines and regular reviews of your contracts.
Features
From tasks through checklists to reminders – all the tools for efficient collaboration in data protection.
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.
Granular permissions per user or user group. Visibility automatically adapts to tenant membership.
Tasks can be created directly from data subject requests, processing activities or audits. Seamless linking is maintained.
Numerous text modules for recurring content plus templates for checklists and training courses. Share custom templates across tenants.
Central upload and structured storage of documents. Tags and nestable folders. Files optionally shareable via public URL.
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.
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. Completed forms can be exported as PDF or DOCX – either with exactly the pages, questions and answers the respondent saw and gave, or as a printout without answers, with checkboxes and writing lines for completion by hand.
FAQ
Colleagues with access are assigned tasks, checklists, surveys or data collection forms directly. People without access are reached by email: you send data collection forms with a due date and are notified when they are completed, and you request details on processing activities through change proposals that arrive directly on the processing activity. This way the documentation is built with AI and your team, without everyone needing an account.
Reusable, multi-page questionnaires that you set up in the settings. Pages and questions are shown or hidden depending on earlier answers. For each answer you define actions that run when the completed form is approved, such as creating a document, loading templates, linking a document or creating a task. Completed forms are exported as PDF or DOCX, and blank ones as a printout for filling in by hand.
New tasks are announced to the person responsible by email and appear on their dashboard, where the my tasks card can be limited to particular statuses. Follow-up reminders notify you by email on the date you set and appear as a new task. In the board view you move tasks between status columns by drag and drop and mark several as done at once.
Through freely definable user groups with rights at module, document and function level. For checklists, surveys and risk analyzes, the permission concept separates answering from editing. Confidentiality classes additionally limit which documents a user group may see. In the relationships tab, counters show how many linked entries are not accessible to the person viewing them.
Checklists are multiple-choice question sets for reviews and internal controls; templates are provided, or you create your own. Surveys collect information using the question types selection field, multiple choice, text and date. You create both on their own or on a document, and both can be downloaded as PDF or DOCX, surveys either with or without results.
Yes. preeco | data protection and preeco | information security share one platform. If you license both products, you switch the workspace between the data protection view and the information security view with a toggle. Data protection officers and information security officers therefore work in a shared environment instead of reconciling information between separate tools. preeco | sustainability and preeco | whistleblower, by contrast, each run on their own platform.
We will show you how preeco | data protection simplifies your data protection collaboration.