Understanding the Assessment Tasks section of the Assessment Report page

 

Overview

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

The Assessment Tasks section (1) lists all tasks associated with the assessment.

(2)Use the filter controls in the page header to filter tasks by Type, Priority, Assignee, Level of Risk, Level of Effort, TrustArc Framework, and Labels — the same filters available on the main Tasks page.

(3)Check the My Tasks Only checkbox to restrict the list to tasks assigned to yourself.

(4)Completed tasks are hidden by default. Check the Include Completed Tasks checkbox to show them.

(5)Click Create Task in the bottom-left corner to create a new task associated with this assessment.

(6)Click Export Tasks to download a CSV of all tasks in spreadsheet format.

Use the Search text field to find tasks by keyword.

For tasks you created, once the assessment transitions to In Review state, you can mark a task as complete directly from this page. Click the ellipsis icon to the right of the task record and select Mark task as Complete.

TrustArc  ·  The Assessment Tasks Section  ·  support.trustarc.com