Overview
Tasks are work items tied to an engagement. Use them to track testing activities, assign work to team members, and ensure nothing falls through the cracks during a complex engagement.
Tasks are scoped to the engagement they belong to, keeping your work organized by project. You can also view all tasks across all engagements from the unified task view.
Creating a task
- Open an engagement and navigate to the Tasks tab.
- Click New Task.
- Fill in the task details:
- Title — A short, clear description of the work item (e.g., “Test authentication bypass on /admin”, “Review mobile app certificate pinning”).
- Description — Optional longer description, steps to reproduce an issue, or notes for the assignee.
- Assignee — Assign the task to a team member. You can assign to yourself or any org member with access to the engagement.
- Due Date — Optional deadline for the task.
- Priority — Low, Medium, High, or Critical.
- Click Create Task.
Task statuses
Tasks progress through the following statuses:
| Status | Description |
|---|
| Open | The task has been created but work hasn’t started. |
| In Progress | Actively being worked on. |
| In Review | Work is complete and waiting for peer review or sign-off. |
| Closed | The task is done. |
Change a task’s status by clicking the status badge on the task card or in the task detail view.
Task details
Click any task to open the detail view. From here you can:
- Edit the title, description, priority, assignee, and due date
- Change the status
- Leave comments for your team
- Attach relevant screenshots or files
- Link to related wiki pages or findings
Use task comments to document your methodology as you go. Comments are timestamped and attributed, creating a useful audit trail for the engagement.
Unified task view
The unified task view shows all tasks across every engagement in your organization in one place. This is useful for:
- Getting a high-level view of team workload
- Finding all tasks assigned to you regardless of engagement
- Tracking overdue items across multiple projects
To access the unified task view:
- Click Tasks in the main navigation sidebar (not inside an engagement).
- Filter by engagement, assignee, status, or priority as needed.
Assigning tasks
To assign a task to a team member:
- Open the task detail view.
- Click the Assignee field.
- Select a member from the dropdown (shows all members with access to the engagement).
- The assignee receives a notification about the assignment.
An unassigned task is visible to the whole team and can be self-assigned by whoever picks it up.
Task filters and sorting
Within an engagement’s task list, you can filter and sort to find what you need:
- Filter by status: Show only open, in-progress, in-review, or closed tasks.
- Filter by assignee: Show only tasks assigned to a specific team member.
- Filter by priority: Surface critical or high-priority items first.
- Sort by due date: Identify overdue or upcoming deadlines.
Closing tasks
When work on a task is complete:
- Open the task.
- Change the status to Closed.
- Optionally leave a closing comment with a summary of what was found or done.
Closed tasks remain visible in the task list and can be filtered in or out.