Check the summary
Review the status, due date, owner, risk level and whether evidence is required.
Task guide
Keep each task clear enough for someone else to finish.
Tasks work best when the title, owner, due date, notes and evidence expectation are obvious. Use the task page as the single place to move work forward.
Recommended flow
Update the work
Change status, due date, owner and notes when the task moves forward.
Attach evidence
Upload or link the file that proves the task was completed or reviewed.
Use workflow actions
For document reviews, approvals and acknowledgements, use the workflow panel rather than simply marking the task complete.
Good task wording
Plain wording helps reminders, emails and reports make sense.
- Use action-led titles such as Review insurance evidence or Confirm website privacy policy.
- Put background context in notes rather than overloading the title.
- Add a source URL only when it helps the user check the relevant official or internal reference.
- Use custom categories when the task belongs to a recurring internal workstream.
Status guidance
Status should reflect the real position, not just whether someone has looked at the task.
- Use In progress when work has started but the evidence or decision is not complete.
- Use Waiting for third party when an adviser, supplier or external body is the blocker.
- Use Complete only when the work is finished and any required evidence has been attached.
- Use Not applicable when the organisation has decided the task is not relevant.
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.