Some legal updates may come with automatically generated tasks that appear in your Task List. If no task is generated, you can manually create one directly from the Compliance Calendar.

View & Manage Tasks for Legal Updates

Access Tasks from the Compliance Calendar

1. Go to the Home page.
2. Locate the Compliance Calendar at the top-right corner of the screen.
3. Find the legal update and click View Task(s) beneath the update.
4. A pop-up window will appear showing all tasks associated with that legal update.

Review Task Details

Each task displays the following:

• Task Title
• Assigned By: Set as "VirgilHR" for automated tasks.
• Due Date
• Status: Options include New, Processing, On Hold, Under Review, and Completed.
• Assignee
• Due Date Status: If overdue, "Overdue" will be displayed in red next to the task title.

Update a Task from the Pop-up Window

• To quickly update the task status, use the dropdown under the Status column.
• To view more details or make changes, click on the task card.

Edit a Task

1. In the detailed task view, you can:
   • Change the task status (top-left corner).
   • Leave comments or review existing ones (scroll down).
2. Click Edit (top-right corner) to update details such as:
   • Due Dates
   • Assignees
   • Checklist Items
   • Reference List
   • Attachments
3. Click Save to apply changes and return to the detailed view.

Edit a Task

1. In the detailed task view, you can:
   • Change the task status (top-left corner).
   • Leave comments or review existing ones (scroll down).
2. Click Edit (top-right corner) to update details such as:
   • Due Dates
   • Assignees
   • Checklist Items
   • Reference List
   • Attachments
3. Click Save to apply changes and return to the detailed view.
   

💡 Tip:

🔹 No task available for a legal update?
If there is no automated task associated with a legal update, the Add Task button will appear beneath the update.

• To create a new task manually for the update:
  • Click Add Task next to the update.
  • Enter the task details and assign it accordingly.
  • Click Create to add it to the Task List.
    

Troubleshooting & Additional Help

• Why don’t I see a task for a legal update?

  • Not all legal updates generate tasks automatically.
  • You may need to create a task manually by clicking Add Task next to the update.

• Can I assign a task to someone else? Yes! Use the Edit Task option to update the assignee.

• Still need help? Contact the Support Team for assistance.