Introducing Task & activity management

Written by
Natalia Pavlovicova
January 23, 2025
3
min read

Reporting on sustainability frameworks like the CSRD often involves managing numerous interconnected tasks, creating a complex and challenging process. With input needed from various departments, the process can quickly become a maze of unclear roles, scattered data, and miscommunication. For sustainability managers and compliance officers, this complexity can lead to delays that jeopardize reporting timelines and compliance efforts.

Coolset’s new Task & activity management feature transforms this process. Designed to simplify cross-departmental collaboration and data collection, this tool empowers teams to manage their reporting workflows more effectively.

What does Task & activity management do?

This feature helps teams address the common challenges of sustainability reporting by enabling them to:

  • Assign responsibilities: Clearly assign tasks to specific team members, ensuring clarity of ownership and accountability.
  • Track progress in real-time: Monitor task status (e.g., “in progress,” “ready for review”) and see who made the latest updates for better transparency.
  • Request reviews and audits: Notify managers, reviewers, or auditors when tasks are ready for the next step.
  • Filter tasks by assignee: Get a clear overview of tasks assigned to you or specific team members, making it easier to focus on what matters.

Key benefits for teams

  • Clarity in task ownership: Everyone knows exactly what’s expected of them, reducing confusion and ensuring accountability across departments.
  • Real-time updates: Stay up to date on task progress and instantly identify bottlenecks, so you can address delays before they become problems
  • Simplified review process: Reviewers and auditors are informed when tasks are marked as complete, ensuring a smooth handoff for critical tasks.
  • Time savings: Eliminate the back-and-forth of email chains and meetings, freeing up time for higher-priority tasks and faster completion of reports.
  • Audit-ready workflows: Keep all progress organized and documented, so you’re always prepared for stakeholder reviews or audits.

With Coolset’s Task & activity management, users gain a tool that simplifies the reporting process, saves time, and reduces stress across the organization.

By creating an efficient and organized workflow, Coolset helps mid-market companies achieve compliance faster while maintaining high standards of accuracy and accountability.

This feature is available now for all compliance module subscribers.

Ready to take control of your reporting process? Explore Task & activity management and other features in our interactive demo below.

Updated on March 24, 2025 - This article reflects the latest EU Omnibus regulatory changes and is accurate as of March 24, 2025. Its content has been reviewed to provide the most up-to-date guidance on ESG reporting in Europe.

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