Guide: Remediate with projects and tasks

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.

In this guide, you’ll learn about: 

• What’s remediation?
• What are projects and tasks?
• How to use projects and tasks
  • Step 1: Review your scan results
  • Step 2: Create a project
  • Step 3: Create tasks from your findings
  • Step 4: Assign tasks
  • Step 5: Update the progress indicator and push tasks
• Tips for projects and tasks
• What’s next?

What’s remediation?

Remediation is the process of fixing accessibility issues in your digital asset. 

1. Test your digital assets to find issues you need to fix. 
2. Fix the detected issues to make your digital asset accessible. 

What are projects and tasks?

Projects and tasks support remediation. Use them to organize your test results (findings) and make these findings actionable. 

• Projects are buckets that hold tasks and track overall progress. They give you a high-level overview of where you're at in your accessibility journey.

• Tasks are findings converted into actionable items.  Use them to fix the findings, and track their remediation progress.

How to use projects and tasks

Before you can create or use projects and tasks, you'll need findings. 

To get findings, you must run a scan or wait for your digital asset evaluation results (manual evaluation findings or design evaluation findings).

Step 1: Review your scan results Take a look at your scan results and findings and determine the best way to organize your projects. Consider time sensitivity, resources, departmental structure, and remediation plans. Step 2: Create a project Once you have a plan for how you want to organize your projects, you can create a project. Step 3: Create tasks from your findings Now that your project is set up, create tasks from findings. Step 4: Assign tasks Now that the finding is an actionable task, assign the task to a workspace member. Step 5: Update the progress indicator and Push tasks As you move through remediation, keep the task progress up to date. All tasks are automatically set to Backlog / Reopened.  Update the task progress from the Projects page, the My tasks page, or directly in the Task details page. Note: If you use a supported issue tracking system, push tasks into that system and manage them there. For example, push tasks into JIRA.

Tips for projects and tasks

	Review your scan or evaluation results first and then create a project. The results might offer some insight on the best way to organize your projects. Organize by department, remediation phases, types of findings, or whatever way makes most sense for your company. Request validation testing of manual findings You can only validate tasks that are created from manual findings and set to Requires Review.    Automated findings With automated findings, validating is merely scanning again. If the finding is fixed, its status is updated to Resolved.
	Use naming conventions. Projects are sorted by project names and tasks are identified by project keys. Using a patterned naming convention makes it easier to navigate through projects and tasks.
	If you’re creating tasks from scan findings, group findings from the same rule into one task. There’s no need to create dozens of separate tasks for the same issue. Grouping findings under one task makes the project feel more manageable.
	Document progress or blockers in the comments section. The key to effective remediation is communication. Use the comments section on tasks to provide updates on progress.

What’s next?

Track your progress with a monitor