ISMS Collaboration and Task Management

When a task is assigned, the responsible person receives an email, and open tasks appear on their dashboard; the “My tasks” card can be narrowed down to the statuses you want. Follow-ups send a reminder at the scheduled time, by email and as a new task. If you mark several tasks as done at once, the responsible person is notified as well.

You grant permissions through freely definable user groups, at a granular level for modules, documents and functions. Confidentiality classes let you define, for each user group, the highest class its users may view and set; for individual groups, confidentiality can also be switched off. For checklists and surveys, the permission concept distinguishes between answering and editing.

Yes. With a dedicated user right, a user group sees only the requirements assigned to it, together with the related tasks, evidence and deadlines – without access to the entire catalog. Further rights allow people to edit exactly the measure links and asset assessments they are responsible for; the responsible people are informed by email. Information security therefore does not have to maintain everything alone.

You can also request evidence for requirements from external people, such as a service provider; they respond with a file or a link. Files in the file storage can optionally be published via a public URL. Manufacturer, supplier and other contacts are maintained centrally in the contacts, where their relationships to other documents are also visible.

Checklists are multiple-choice questionnaires, for example for recurring controls; you use the existing sample templates or create your own, either standalone or attached to a document. Surveys additionally offer text and date fields, for example to gather information from business units. You download the results of both as PDF or DOCX.

Yes. Alongside the filterable table, there is a board view by status – in the task overview, in the tasks tab of a document and in the ISMS Cockpit. The cards show priority, the linked document or requirement, a short description and the number of open comments. You move a task to another status column by drag and drop.

Within one team, you manage several organizations, such as sites or subsidiaries. The organization selector lets you switch between them quickly, and frequently used organizations can be pinned. You make text modules available to specific organizations or to all of them, and each organization gets its own logo on documents. Central information security and the people responsible on site thus work in one application.