Create user stories and tasks for Scan Engine

task australia Updated Sep 30, 2026 2 min read creating-user-stories-tasks-scan-engine.md
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Generate user stories from open or resolved findings to help resolve technical debt.

Before you begin

Role required: admin

Note: The Scan Engine integrates with Agile project management tools, including Jira, Azure DevOps, and ServiceNow Agile development. For information on configuring integration properties to automatically create work items from findings, refer to User story integration.

Procedure

  1. Navigate to All > Impact > Platform Health, and then select one of the following:

    • Open Findings
    • Resolved Findings Create tasks from Open Findings to track remediation work. Create tasks from Resolved Findings when you've already fixed issues, but want to document the work in your project management system retroactively.
  2. To open the record of the finding you want to generate a story or task from, select its Short Description.

  3. On the finding record, select Create Task in the form header or from the Related Links.

    The dialog displays integration-specific fields. For Jira, these are Organization, Project, and Issue Type. For Azure DevOps, they are Organization, Project, and Work Item Type. These values are populated from your integration configuration.

  4. Select Submit.

    A work item is created in the configured destination, either Jira, Azure DevOps, or ServiceNow Agile Development (stories/tasks tables). A reference link is stored on the finding record.

  5. To create tasks from multiple findings, in the Open Findings or Resolved Findings window, select the findings that you want to create a story or task for, and then select Create Task.

    Ensure that all the findings you select are appropriate for the same project. The system processes bulk requests asynchronously for large selections.

  • If user story or task creation fails, validate the following:

    • Your integration credentials are valid
    • The target project exists and is accessible
    • All required fields are configured.
  • The Create Task button is missing:

    • Assign the sn_se.scan_engine_admin role to users who need to assign tasks or create user stories in Scan Engine. Alternatively, update the WRITE ACL on sn_se_finding to include sn_se.scan_engine_user if broader write access is acceptable.
    • As an admin, on the instance where Scan Engine runs and the findings are generated, configure User Story Integration in All > Impact > Configuration > Scan Engine > Properties by setting the required fields for your integration type (for example, user_story_table for ServiceNow, or the relevant fields for Jira/Azure).
    • For ServiceNow integration, define the source and target instances in My SN Instances on the instance where the findings are generated. The target production instance needs a record with environment set to Production and valid credentials. Otherwise, task creation silently fail. After these steps are completed, the Resolution tab fields are available and the Create Task button functions as expected.

You can view your created tasks through the External References related list on the finding record.

Related topics

User story integration

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