Preparing your workspace
Task Management
Get AI-generated task plans based on your compliance gaps. Use AI-suggested tasks for common SOC 2 activities. Tasks integrate across policies, risks, vendors, and access reviews so nothing falls through the cracks.
How it works
Get your task plan
The AI identifies gaps in your compliance posture and generates a task list prioritized by impact.
Assign and track
Assign tasks to team members, set due dates, and track progress. Tasks are linked to the policies, risks, and controls they support.
Close the gaps
Work through your task list to close compliance gaps. As tasks complete, your journey readiness score updates in real time.
Key capabilities
AI Task Generation
The AI analyzes your compliance gaps and generates a prioritized task plan. Know exactly what to do next without guessing.
AI Task Suggestions
Use AI-generated task suggestions based on your compliance gaps. Get recommended actions for implementing MFA, setting up logging, or documenting incident response.
Cross-Feature Links
Tasks link to related policies, risks, vendors, and access reviews. See the full context for every task without switching screens.
Progress Tracking
Track task completion across your team. See what is done, what is in progress, and what is blocking your audit readiness.
Why we built it this way
“SOC 2 prep involves dozens of action items spread across policies, risks, vendors, and infrastructure. We built Task Management so the AI creates your task plan automatically and links everything together. You always know what to do next.”
— Joe, Founder
Related Resources
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