Project View

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

Project View

Creating Projects

Click “Create New Project” to start a new remediation project. You can switch between projects using the dropdown selector at the top of the page.

Project Settings

Each project has configurable options:

Visible to client — Toggle to make the project visible in the Client Portal, giving clients transparency into ongoing remediation work
Approval needed — Toggle to require client approval before work begins on the project
Project Approved by Client — Shows approval status with the approver’s email and date

Kanban Board

Remediation tasks are organized into four columns:

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

Task Cards

Each card on the board represents a security control and shows:

Control ID — The specific control reference (e.g., all-6.3.1)
Description — What the control checks for
Status — Current column/status
Date — When the task was created or last updated
Assignee — The team member responsible for the remediation