Create a task

Who can use this feature?

• Organization administrators, workspace administrators, and workspace users.
• Available for the Accelerate and Enterprise packages. Also, for the Essential package with the Integrations add-on.

On this page:

• What are tasks?
• How to access tasks?
• Create a task from an automated finding
• Create a task from a manual finding
• Create a task from a design evaluation finding

What are tasks? 

Tasks are action items created from manual and automated findings. It’s best practice to review your findings and create a remediation plan before you convert findings to tasks and assign them to workspace members. 

If you have a lot of findings, you can make your remediation more manageable with the tasks function. You can include multiple automated findings in one task if they’re similar and easy to tackle and can also create multiple projects to organize your tasks in a way that makes sense.

Note: If a finding is already linked to a task or has been dismissed, you won’t be able to create a task from that finding.

How to access tasks? 

You can access tasks from the workspace level or digital asset level. 

From the workspace level: 

• Under Fix and Find, select Projects and tasks. Then, find a project, and select View project. 
• Alternatively, under Fix and Find, select Projects and tasks, and then the My tasks tab. 

From the digital asset level: 

• Under Fix and Find, select Tasks. 

Create a task from an automated finding

To create tasks, you need to have run an automated scan.

If you select more than one finding at a time, they're grouped into one task.

To create one or more tasks:

1. Under Workspace, select Digital assets and select your digital asset.
2. Choose Scans.
3. Find and select the scan you want to review fully. The Scan results page is displayed. 
4. Select a rule with open findings. The Findings details page is displayed. 
5. Select one or more checkboxes for findings that aren't already linked to existing tasks. 
6. Select View, next to each selected finding. Details of the finding are displayed. 
7. Select Create task. 
8. Choose a project for your task and make sure all other details are correct. You can also create a new project.
9. Optional: Select the checkbox to Push task to [issue tracking platform].
10. Select Create task.

Create a task from a manual finding

To create tasks, you need to have received results from an evaluation.

Create a task from the Evaluation Results page

To create one or more tasks from Evaluation Results page:

1. Under Workspace, select Digital assets and select your digital asset.
2. Choose Manual evaluations.
3. Select the evaluation you want to work with. The Evaluation results page is displayed.
4. Choose the Findings tab.
5. Select the checkbox next to each finding you’d like to convert to a task. Alternatively, select all findings on the page by selecting the checkbox at the top of the list.
6. Select Create task.
7. Choose a project for your task and make sure all other details are correct. You can also create a new project.
8. Optional: Select the checkbox to Push task(s) to [issue tracking platform].
9. Select Create task(s).

Create a task from the Finding details page

To create a task from the Finding details page:

1. Under Workspace, select Digital assets and select your digital asset.
2. Choose Manual Evaluations.
3. Select the evaluation you want to work within.
4. Choose the Findings tab.
5. Select the Finding ID of the finding you want to convert to a task.
6. Select Create task.
7. Select a project for your task and make sure all other details are correct. You can also create a new project.
8. Optional: Select the checkbox to Push the task to [issue tracking platform].
9. Select Create task.

Filter manual results by tasks

Once you’ve created a task from a manual finding, you can filter your evaluation results to review which findings are linked to tasks and which aren’t.

1. Go to Digital assets and select your digital asset.
2. Choose Evaluations.
3. Select the evaluation where you created a task.
4. Select Filters.
5. Under Task, select the checkbox for Linked.
6. Select Apply filters. The list of findings will update to show only findings that are linked to tasks. Select Unlinked to show all findings not linked to tasks.

Create a task from a design evaluation finding

To create tasks, you need to have received results from a design evaluation.

To create a task:

1. Go to Digital assets and select your digital asset.
2. Choose Design.
3. Find and open the design evaluation you want to work with. 
4. Select a screen with open findings.
5. Select the Finding ID.
6. Select Create task.
7. Choose a project for your task and make sure all other details are correct. You can also create a new project.
8. Optional: Select the checkbox to Push task to [issue tracking platform].
9. Select Create task.