Creating Remediation Tasks

 

📋 Note: Some information here may not apply to assessments using the simplified workflow. See Understanding the Simplified Assessment Workflow.

1

Once the assessment moves to In Review state, click Create Tasks to the right of the question you want to associate a task with.

2

In the Create Task window, complete the following fields:

SummaryA short task title displayed in the Tasks list on the Dashboard and Tasks pages.

PriorityLow, Medium, or High.

Due DateOptional due date by which the assignee should complete the task.

Level of EffortLow, Low-Med, Medium, Medium-High, or High.

LabelSelect a label.

Level of RiskLow, Low-Med, Medium, Medium-High, or High.

TrustArc FrameworkSelect which of the 17 TrustArc Framework L2 Standards this task maps to.

Assigned To Select the person to assign the task to — including yourself. You can reassign tasks you create to another person later.

📋 Notes

To assign to a non-system user, click the Non-System Users radio button and search for the user. If not found, click the plus (+) button to add them.

After the task is created, a notification email is sent to the non-system user. Replies to that email are added as task comments.

Whoever clicks Mark as Complete completes the task.

3

Set Email Reminders — choose whether to receive reminders or a completion notification when the task is marked as complete — and enter a Description for the assignee. Then click Save & Exit. Click Save & Add Another to create another task immediately.

📋 Related articles

›For information about managing tasks after creation, see Managing Assessment Tasks.

›To view all tasks associated with the current assessment, see Understanding the Assessment Tasks Section of the Assessment Report Page.

TrustArc  ·  Creating Remediation Tasks  ·  support.trustarc.com