Overview

The Project View tab is a kanban-style board for organizing and tracking remediation work. Use it to group security controls into projects, assign tasks, and collaborate with clients on remediation priorities.

Create a Project

Click "Create New Project" to start a new remediation project. Switch between projects with the dropdown selector at the top of the page.

Project Settings

Each project has these options:

• Visible to client — makes the project visible in the Client Portal, so clients can see ongoing remediation work
• Approval needed — requires client approval before work on the project begins
• Project Approved by Client — shows approval status, with the approver's email and the date

Kanban Board

Remediation tasks move through four columns:

• Todo — controls that need to be addressed
• Planned — controls scheduled for remediation
• In Progress — controls currently being worked on
• Done — controls successfully remediated

Task cards

Each card represents a security control and shows:

• Control ID — the control reference (e.g., all-6.3.1)
• Description — what the control checks for
• Status — current column
• Date — when the task was created or last updated
• Assignee — the team member responsible for the remediation

Best Practices

• Turn on Approval needed for projects that change sign-in or mail flow, so the client signs off before work starts.
• Use Visible to client to show progress in the Client Portal instead of sending separate status updates.

Related Articles

• Client Portal
• Remediation
• Activity Log