Automating means that Optimiso Suite automatically sends an email or notification to the employee responsible for completing the task.
The result of this task is then automatically recorded in the software.
Other employees can be notified whether the task has been completed or not, with an alert based on the outcome.

Here are the modules that allow task sending:

This dashboard is generated by automating the controls.
At each defined frequency, the software automatically generates a control task to be completed. For example, for the control of monthly invoicing, a task to be done will be generated every 18th of the month.

The second objective is to link these controls with risks, in order to be able to generate matrices.

The responsibilities module is used by our clients to create job descriptions.
Some responsibilities can be automated to ensure proper follow-up, such as the responsibilities: Establish the VAT returns.

The Improvements and Incidents modules work in the same way. They are used by our clients as part of ISO certifications or for internal control monitoring.
In this example, the improvement project is to define rules for password management. You can see that two actions, equivalent to tasks, were used to track the project, made possible through the "Add Action" button.

These tasks can be periodic, meaning they will be triggered at each defined frequency.
Tasks can also be triggered manually.

You can also create single shot tasks that will only need to be performed once.
In this case, the task can no longer be modified once triggered and will only appear in the task module list, not in the ToDo Manager module.

The Tasks module provides you with an inventory of all tasks from the different modules.

You can filter this list: