Check the profile
Confirm the organisation details and onboarding answers that shape starter tasks and reports.
Getting started
Set up a workspace that is easy to run each week.
This guide helps owners and admins move from a blank workspace into a practical routine: calendar first, evidence second, reports when you need the current picture.
Recommended flow
Review tasks
Open the calendar, check generated tasks, assign owners and add any business-specific actions.
Attach evidence
Upload records against the tasks they support so the evidence trail builds naturally.
Report regularly
Use the dashboard weekly and reports when managers, advisers or auditors need a clear update.
What owners should do first
A good workspace starts with clear ownership and clean starter data.
- Open Organisation settings and check the registered name, company number, business type and profile answers.
- Review the compliance calendar before inviting the wider team, so the first task list feels intentional.
- Assign owners for recurring or high-risk tasks so reminder emails reach the right person.
- Confirm the plan or trial access before importing large task lists or enabling add-ons.
What users should do each week
The system works best when the team uses a simple routine rather than a once-a-year tidy-up.
- Start on the dashboard and open overdue, due-soon or missing-evidence cards.
- Update task status and notes from the task page, not from memory outside the system.
- Upload evidence as soon as work is complete, especially certificates, policies and review records.
- Use reports to share the current position without exporting every raw record.
Related guides
Important boundary
Obligary supports organisation and evidence. It does not replace professional judgement.
Use Obligary to manage tasks, owners, reminders, documents, evidence and reports. Your organisation remains responsible for deciding what applies and taking legal, regulatory or certification advice where needed.