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Compliance Tasks

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What does this do for me?

Compliance Tasks lets you and your auditor exchange evidence, tick checklist items, submit work for review, and track deadlines — all scoped to one approved grant and location.

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Open tasks

Select Tasks in the member portal sidebar. The list shows open, due-soon, overdue, and completed tasks visible through active auditor grants.

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Respond to a task

  1. Select a task from the list to open its detail view.
  2. Review the title, description, deadline, and checklist items.
  3. Upload supporting documents through the Drive.
  4. Add comments or replies visible to your auditor.
  5. Tick completed checklist items.
  6. Choose Submit for review when the task is ready.

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What you can do

Retailer organization members can:
  • Comment and reply on a task.
  • Upload evidence documents.
  • Tick checklist items.
  • Submit a task for review.
Only the grant auditor (or platform admin) can create tasks, edit them, request changes, mark them complete, or reopen them.

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Task states

  • Open — the task is active and awaiting action.
  • Submitted for review — you have submitted the task for auditor review.
  • Changes requested — the auditor has requested changes.
  • Completed — the auditor has accepted the task as complete.

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Conversation history

Previous grant conversations from the legacy chat feature appear as immutable Conversation history tasks. These are read-only and preserve the original messages.