Actions & Task Inbox

Your Governance Task Inbox

Governance programs generate follow-up work constantly — overdue acknowledgments, expiring statements, new regulatory changes, compliance gaps. Dictiva's Actions page centralizes all of this into a single task inbox so nothing falls through the cracks.

Action Sources

Actions are created from multiple sources:

This means your task inbox automatically surfaces work that needs attention, even if you didn't know to look for it.

Smart Alerts

Smart alerts are threshold-based notifications that create action items when conditions are met:

• Stale statements — Statements not reviewed within a configured period
• Unmapped requirements — Regulatory requirements without statement mappings
• Overdue acknowledgments — Past-due acknowledgment responses
• Coverage drops — Compliance coverage falling below a threshold

Alert thresholds are configurable per tenant in Settings > Alert Settings.

Task Lifecycle

Every action follows a simple lifecycle:

1. Created — The action appears in the inbox (new, unread)
2. In Progress — Someone is actively working on it
3. Completed — The task is done and recorded

Completed actions remain visible in the history for audit purposes.

Filtering and Sorting

The actions view supports:

• Status filter — Show only open, in-progress, or completed actions
• Source filter — Show only manual, system, or AI-generated actions
• Assignee filter — Show actions assigned to you or to specific team members
• Priority sort — High-priority items (overdue, compliance-critical) surface first
• Date sort — Newest or oldest first

Creating Manual Actions

To create a task for yourself or a colleague:

1. Navigate to Actions in the sidebar
2. Click New Action
3. Enter a title and description
4. Optionally assign to a user and set a due date
5. Click Create

Manual actions integrate with the same tracking and lifecycle as system-generated ones.

Role Permissions

Next Steps

• Set up acknowledgment workflows that generate follow-up actions automatically
• Explore the AI assistant for AI-suggested governance improvements
• Review your statements to keep your governance program current