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Dashboards & assignments

Workspace-level views show what needs your attention and how governance is progressing across every project.

In the app
Workspace sidebar → Dashboard, My Assignments, Executive Dashboard, Portfolio, Activity

Views

  • My Assignments: tasks, findings, evidence requests, approvals, corrective actions, monitoring items and playbook steps assigned to you. Single-user plans see a prompt to bring in a team instead.
  • Executive Dashboard: portfolio-level governance health, including what needs a decision. It can be printed and links to the Compliance Calendar, which shows deadlines across projects coloured by urgency.
  • Portfolio: governance health, findings and engagement progress across your clients.
  • Activity: the company-wide activity log. Each project also has its own Audit Trail.
  • Project Calendar: deadlines for one project.

Last reviewed 2 October 2026

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Check current availability and limitations before relying on a feature.

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