Automatically generating compliance tasks with the seed wizard
1 minCompliance manager
Instead of creating compliance tasks one at a time, the seed wizard reads your standard's clauses and suggests ready-to-generate tasks in a single batch.
Before running the wizard, make sure your locations and team members are configured in Setup — seeding distributes inspections and tasks across locations, and assigning tasks requires a team. See Getting started with goiso.
Steps
- From the standard's page, open the seed wizard.
- Preview the list of suggested tasks — each one is derived from a clause that needs action.
- Select what you want to generate, and exclude anything outside your scope.
- Assign each task to the person responsible for it.
- Click Generate, and the tasks will appear on the boards, ready to work on.
Why this matters
Seeding ensures no clause falls through the cracks: everything the standard requires becomes a task with an owner and a due date.