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Simple. Connected. Secure.

ALL CONNECTED

LINK WORK AND OWNERS

Assign

Owner OliviaPeople Operations

Due date 28 Jul 2026

Notify People team

Related

+ Link record

Employee profile People Register PPL-0018 Active

Equipment request Asset Register AST-0104 Requested

RECEIVE NOTIFICATIONS

3 DUE DATE REMINDER Quarterly review is due tomorrow Amara · Sends at 9:00 AM Scheduled

2 UPCOMING REMINDER Policy update needs review Noah · Due 31 Jul Scheduled

4 APPROVAL REQUEST Project brief is ready to approve Marcus · Sent now Sent

2 EVIDENCE UPDATE Supporting evidence was added Jennifer · Due 2 Aug Scheduled

GENERATE INSTANT REPORTS

Project · PRJ-0042

Generated 22/07/2026, 9:13 AM

Workspace setup completed

Status: Complete Owner: Olivia Type: Project

Summary

Workspace setup is complete. Access, linked work, and reminders are in place so the project is ready for day-to-day use.

Key outcomes

Team access confirmed
Related records linked
Owner reminders scheduled

Next steps

Review ownership monthly and add new work as the project evolves.

Trusted by

Hello Water Filtration

One platform for custom items, linked workflows, evidence collection, approvals, and action tracking.

Customer
Inventory
Equipment
Deliveries
Product
Facility
Site
Location
Supplier
Contractor
Employee
Maintenance
Safety
Inspection
Quality
Procedure

Every item connected to the work around it

Build custom registers, link records across teams, and keep owners, evidence, approvals, and actions connected without rebuilding another spreadsheet.

0:00 0:00

BUILD, LINK, AND ACT

Create a register in minutes and shape it around your team

Start with a blank register, choose the fields you need, and connect records, owners, approvals, and follow-up actions as your work grows.

A group of team member avatars representing collaboration

24 different custom field types available

Text
Long text
Email
Phone
URL
Files

Number
Currency
Percentage
Rating
Duration
Date
Date & time

Single select
Multi-select
Yes / No
Team member
Linked register
Country
Location
Colour

Auto number
Created at
Last updated

RequestSubmitterReviewersStatus

CRM platform security riskSubmitted by Amara

SubmitterAmara

ReviewerNoah

Pending review

Vendor exception reviewSubmitted by Marcus

SubmitterMarcus

ReviewerJennifer

Pending review

Incident response evidenceSubmitted by Maya

SubmitterMaya

ReviewerKevin

Approved

Identity access controlsSubmitted by Ethan

SubmitterEthan

ReviewerOlivia

Approved

Approvals that don't get lost

Create approval items for routine work and link them to the register record they affect, then let the platform track sign-off and review history so your team stops chasing approvals in chat, email, or spreadsheets.

TaskOwnerDue dateStatus

Confirm supplier insurance

Amara 18 OctIn progress

Complete site inspection

Marcus 21 OctOpen

Review access controls

Jennifer 24 OctComplete

Upload project evidence

Kevin 28 OctOpen

Checklists that keep work moving

Create checklist items from any register record, assign clear owners and due dates, and keep evidence and completion status connected to the work.

DayScheduled workOwnerTime

Mon14 Oct

Customer details update

Noah 9:00am

Tue15 Oct

Supplier invoice follow-up

Marcus 2:30pm

Wed16 Oct

Marketing leads review

Jennifer 9:30am

Thu17 Oct

Owner-only access review

Kevin 11:00am

Fri18 Oct

Weekly ops review

Olivia 3:30pm

Every deadline in one view

See due dates and scheduled register work in a shared calendar, so your team can plan ahead, spot clashes, and open the right item without searching.

To do 2

Update supplier agreement

High · Vendor · VEN-0042

Schedule safety briefing

Medium · Site · SIT-0018

In progress 2

Complete access review

High · Control · CON-0027

Collect incident evidence

Medium · Incident · INC-0011

Done 1

Approve project scope

Low · Project · PRJ-0031

Turn plans into action

Move follow-up work from to do to done in the Implement flow, with priorities, owners, dates, and the linked register context visible at every step.

Amara completed a checklist itemSupplier insurance confirmedNow

Marcus updated a due dateSite inspection · 21 Oct12m

Jennifer mentioned youIdentity access controls1h

Kevin added evidenceIncident response review3h

Every update stays visible

Follow assignments, mentions, due-date changes, comments, and completed work in one activity flow, then open the linked record with its full context intact.

CUSTOMER DATA PROTECTION

How Guardzy protects customer data at every layer.

Customer files are kept in private, versioned storage with server-side encryption. Managed traffic controls help filter malicious requests, database storage is encrypted with automated backups, and Guardzy services run inside restricted network boundaries with access limited to authorised services.

Layered Guardzy customer data protection illustration showing security, restricted access, encrypted storage, and cloud resilience

Try it free

How Guardzy fits your operating model

Five steps to building connected registers in Guardzy, from setup to team follow-through.

Customer
Supplier
Asset
Project
Risk
Policy
Employee
Audit

1

Create custom registers

Build registers around the way your organisation works, with custom fields, icons, owners, linked records, and evidence.

OWNER

MayaTeam member

Due 28 Jul

LINKED WORKCRM Platform

2

Invite your team and assign owners

Bring teammates into Guardzy, organise them into teams, and assign clear owners and due dates to every register item.

To-do1

Task Review supplier evidence Noah

In progress1

Project CRM rollout Jennifer

Done1

Customer Onboarding Ethan

3

Track work as it happens

See assigned work, track progress in your registers, and use the team calendar to keep dates in view.

Supplier review is due tomorrow

DUE DATE REMINDER

Supplier review Owner Amara · Due 28 Jul Open in Guardzy

4

Stay on track with notifications

Keep owners aware of due dates, checklist items, and approvals that need attention.

Task Owner Due Status

Review supplier onboarding evidence Supplier AmaraContributor 28 Jul In Progress

Set up approval workflow Approval MarcusContributor 31 Jul Done

Set up weekly progress tracking Project JenniferContributor 2 Aug Open

Review Driver Safety Policy Policy NoahContributor 5 Aug Completed

Prepare equipment inspection evidence Equipment KevinContributor 6 Aug Open

Request Submitter Reviewers Due Status

Approve supplier register launchSupplier Noah Amara 31 Jul Pending

Driver Safety Policy reviewPolicy Amara Noah 1 Aug Approved

Quarterly audit sign-offAudit Marcus Jennifer 2 Aug Pending

Vendor onboarding approvalVendor Maya Kevin 3 Aug Changes

Equipment inspection approvalEquipment Kevin Maya 7 Aug Pending

5

Create approvals and team checklists

Turn register items into approval requests, then create and assign checklist items to team members with owners, due dates, evidence, and completion tracked in Guardzy.

Built for teams replacing scattered spreadsheets

Hear from the teams running connected registers on Guardzy.

“[Guardzy] makes follow-through much easier. We spend less time chasing updates and more time acting on what matters.”

Olivia, Senior Program Manager

“[Guardzy] raised the standard for how we manage risk across the portfolio. We don’t have to chase separate spreadsheets or rely on one person knowing where everything sits. Assets, risks, treatments and evidence are connected in one place. That’s the real power — risk management becomes part of the system, not just another manual process.”

Fiona, CEO, Property Development

“Before [Guardzy], our risk process was spread across spreadsheets, SharePoint folders and separate vulnerability tools. It worked until review time — then everything became manual. [Guardzy] gives us a cleaner way to connect assets, risks, controls, evidence and treatment actions, so I can show leadership what’s exposed, what’s covered and what still needs attention.”

John, Cybersecurity Risk Manager

“[Guardzy] gives us a much clearer view of where risk actually sits in the business. We can see what’s open, what’s overdue, who owns the next action and which controls need attention. It gives leadership the visibility we need without turning risk management into a heavy admin exercise.”

Marcus, COO, Manufacturing Operations

GUARDZY ACADEMY

Learn with Guardzy Academy

Practical lessons to help your team build registers, connect work, and get more from Guardzy.

Explore Guardzy Academy

Build a Guardzy register with a spreadsheet lesson

START HEREBuild a register with a spreadsheet

Guardzy evidence workflow lesson

WORKFLOWSTurn completed work into evidence

Guardzy approval request lesson

APPROVALSCreate an approval request

Plans and pricing

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