DASTRA
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English
  • What is Dastra
  • 🇪🇺USEFUL REMINDERS
    • What is GDPR ?
    • GDPR key concepts
      • Personal data
      • Record of processing activities (ROPA)
      • Privacy impact assessment
      • Data retention period
      • Data Subject Rights (DSR)
      • Privacy by design and by default
      • Security measures
      • Data breach notifications
    • Risk management
      • Definition of risks
      • Risk assessment
      • Vendor risk management
  • 🧑‍🎓GETTING STARTED
    • Setting up
      • Create and set up a workspace
      • Create and set up organizational units
      • Appointing a DPO
      • Add a lead authority
      • Invite users
      • Managing roles and permissions
      • Create and assign teams
      • Frequently asked questions
    • Tutorial
      • Step 1: Setting up
      • Step 2: Map your personal data processing and draw up a register
      • Step 3: Managing risks
      • Step 4: Prioritize actions
      • Step 5: Implement internal processes
      • Step 6: Document compliance
    • Support
      • The dastronaut's assistant
      • Online help
      • Request support
      • The customer support process
  • ⚙️Features
    • Dashboard
    • General
      • Advanced Filters
      • Import your data (Excel, Csv)
      • Tag management
      • Custom fields
      • AI Assistant
      • Email templates
    • Data Mapping
    • Record of processing activities
      • "Data controller" record
      • "Data processor" record
      • Establish your record
      • Export / import the record
      • Use a processing activity template
      • Declare a processing activity
      • Complete a data processing activity
        • General information
        • Stakeholders
        • Purposes
        • Dataset
        • Assets
        • Data subjects
        • Data subjects rights (DSR)
        • Recipients
          • Data transfers outside the EU
        • Security measures
        • Impact analysis
        • Documentation
      • Create relationships between processing activities
      • Processing freshness
      • Share the record of processing
      • Data visualization
        • View the treatment tree
        • View the record data map
        • View the transfers map
      • Frequently asked questions
    • Audits and DPIA
      • Create or modify an audit template or DPIA
      • Scheduling an audit or a PIA
      • Share an audit report or PIA
      • FAQ
    • Privacy hubs
      • Create a Privacy hub
      • Configure your Privacy hub
        • Homepage and general configuration
        • Questionnaires
        • Data subject requests
        • Record of processing activities
        • Attachments
        • Organizational chart
        • Contacts
        • Security
        • Appearance and design
      • Preview and share your privacy hub
      • Collecting data processing projects from a Privacy hub.
    • Contracts
      • Declare a Contract
      • Structure of a contract
      • Documents
      • Assets
      • Signers
      • Linked users
      • Sign the contract
      • Docusign integration
      • Contract versions
      • Contract templates
    • Risk management
      • Glossary of terms
      • Risk management process
        • 1. Identification
        • 2. Assess
        • 3. Monitor
        • 4. Control
        • Let's recap
      • Dastra / eBios RM comparison
      • Attach a risk to a processing activity
      • FAQ
    • Planning
      • Create your action plan
      • Create or modify a project or an iteration
      • Monitor, screen or export your tasks
      • Customise the task workflow
      • Share as calendar
      • Customise the task workflow
      • Go further with planning
      • FAQ
    • Data subject right request
      • Manage data subject right requests
      • Set up a data subject right request widget
      • Technical integration
      • API integration
    • Manage data breach notifications
      • Report a data breach
      • Export your data breach notifications
    • Manage cookies consent
      • Widget configuration
        • Preliminary study
        • Cookies scanning
        • Classify cookies by consent categories
        • The purposes of cookies
        • Implement a cookie consent widget
        • Collect proof of cookie consent
        • Go further on cookie consent
        • In case of unavailability
      • Technical integration
        • Functioning of the widget
        • Quick start
          • Wordpress
        • Language management
        • Test the integration of a widget
        • Blocking cookies
          • Blocking iframes (twitter/youtube...)
          • Google Tag Manager
        • Advanced Design
        • Manage consent programmatically
        • User identification
        • Mobile applications
          • Hybrid applications
          • Native applications
        • TCF 1.1/2.0
      • RGAA compliance
      • Breakdown service
    • Regular review (freshness)
    • Custom Reporting
      • Integration with data analysis tools (BI)
    • AI Systems
      • Establishing a record of AI systems
      • Risk analysis and business value
      • Transparency notice
      • AI Models repository
    • Advanced configuration
      • SCIM
      • Roles and permissions
      • Single Sign On (SSO)
        • SAML 2
        • OpenId
        • ADFS
        • Active Directory
        • Okta
        • Known problems
      • References
      • API key management
      • Notifications
      • Workflow steps / process flow
      • Incoming mail data collection
      • OneDrive/Google Drive integrations
      • Webhooks
      • SMTP configuration
      • Workflow rules
      • Message templates
      • Email domains
  • PARTNERS
    • Portal
  • 📄API documentation
    • Configuration
    • Authentication
    • API References
    • Integrations
      • Frequently asked questions
  • 🛡️Security
    • Security at Dastra
    • Security roadmap
    • Quality of Service
  • Certifications
  • 🤖Other
    • FAQ
    • Known problems
    • Changelog
  • Referentials
    • CNIL referentials
      • HR referential from CNIL
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Sur cette page
  • Introduction
  • To create a task, two possibilities:
  • Create a task in the action plan
  • Create a task directly from another Dastra module
  • Creating subtasks
  • Assigning a task
  • Editing a task
  • Archive or delete a task
  • Go further

Cet article vous a-t-il été utile ?

  1. Features
  2. Planning

Create your action plan

Learn to design and track your tasks.

Dernière mise à jour il y a 2 ans

Cet article vous a-t-il été utile ?

Introduction

Creating and tracking a data protection task has never been easier with Dastra's scheduling module. In Dastra, a task is a job that needs to be done.

To create a task, two possibilities:

  • Either you create a task directly in the action plan

  • Either you create a task directly in another module of the application (processing register, data breach notifications, cookies ...)

Create a task in the action plan

In the main page of the "planning" module, click on "new task". A new "New task" window appears on the right of the screen allowing you to describe the desired task. Once described, click on save.

Each task in Dastra can be assigned to an item in the application, for example :

  • A process

  • An application

  • An actor / subcontractor

  • A set of data

  • A security measure

  • An audit / PIA

  • An exercise of rights

  • An incident

Once these tasks have been created and associated, you will be able to find them directly in the file for each of these elements under the "Tasks" tab.

Create a task directly from another Dastra module

Dastra allows you to create a task when you think about it, directly within the operational processes:

  • Editing a data processing

  • Management of a request for exercise of rights

  • Data breach notification

  • Generating tasks from an audit

An action plan can also be generated automatically following the completion of an audit. For more information, see the section "Planning an audit".

Creating subtasks

It is possible to create a list of subtasks to each task in Dastra. To do this, edit a task and click on the "add subtask" button.

Assigning a task

When creating the task, you will have the option to assign the task to a Dastra user, either as an "owner" or as a "contributor". These people will be notified by email when a task is modified.

Editing a task

To edit a task, simply click on the three dots to the right of a task, and select "Edit".

To change the status of a task even more easily, you can "click and drop" it from the "table" tab, which allows tasks to be divided into 4 status columns: "new", "additional information required", "in progress", "done". You can also customise the status columns.

Archive or delete a task

In Dastra, it is possible to archive or delete a task from the task drop-down menu accessible by clicking on the three dots on the right.

Go further

⚙️
Create or modify a project or an iteration