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

  1. From the standard's page, open the seed wizard.
  2. Preview the list of suggested tasks — each one is derived from a clause that needs action.
  3. Select what you want to generate, and exclude anything outside your scope.
  4. Assign each task to the person responsible for it.
  5. 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.

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