Actions & Task Inbox
Track governance tasks, smart alerts, and follow-up items in Dictiva's centralized action inbox. Prioritize overdue items and compliance gaps.
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:
| Source | Example |
|---|---|
| Manual | You create a task for yourself or a colleague |
| System-generated | An acknowledgment request goes overdue |
| Smart alerts | A statement hasn't been reviewed in 12 months |
| AI-suggested | The AI assistant identifies a gap in your coverage |
This means your task inbox automatically surfaces work that needs attention, even if you didn't know to look for it. Actions are reached from the bell in the top bar, and the count only includes areas whose module is turned on; acknowledgement follow-ups, for example, appear once the Acknowledgements module is on.
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 > Alerts.
Task Lifecycle
Every action follows a simple lifecycle:
- Created: The action appears in the inbox (new, unread)
- In Progress: Someone is actively working on it
- 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:
- Open the Actions bell in the top bar (it appears as soon as you have actions) and choose View all
- Click New Action
- Enter a title and description
- Optionally assign to a user and set a due date
- Click Create
Manual actions integrate with the same tracking and lifecycle as system-generated ones.
Role Permissions
| Action | Required Permission |
|---|---|
| View actions | action:read |
| Create actions | action:create |
| Update status | action:update |
| Delete actions | action:delete |
| Configure alert thresholds | settings:manage |
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