Create a task

Who can use this feature?

• Organization administrators, workspace administrators, and workspace users.
• Available for all packages.

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.

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.

On this page:

• Create a task from a manual finding
• Create a task from an automated finding
• Create a task from a design evaluation finding

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. Go to Websites/apps and select your website or app.
2. Choose Evaluations.
3. Select the evaluation you want to work within.
4. Choose the Findings tab.
5. Select the checkbox next to each finding you’d like to convert to a task or 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. Go to Websites/apps and select your website or app.
2. Choose 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 Websites/apps and select your website or app.
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 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. Go to Websites/apps and select your website.
2. Choose Scans.
3. Find the scan you want to work within and select Scan results.
4. Select a rule with open findings.
5. Select the checkbox next to each finding you want to convert to a task or 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 to [issue tracking platform].
9. Select Create task.

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 Websites/apps and select your website or app.
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.