Managing your security compliance can require coordination and collaboration with other members of your organization. Drata makes this easier by integrating with the tools you already use on a daily basis, including Teamwork. By connecting Teamwork to Drata with write access enabled, you can create and assign tickets for Controls (DCF and Custom), Tests, and Risk Management in Drata and have them accessible in your Teamwork account.
Before Diving In
Users with admin, information security lead, or workspace admin access can create and view Teamwork tickets within Drata, however a user must have Admin access in order to set up or edit the Teamwork connection
'Write Access' is already enabled when creating the initial Teamwork connection
Limitations / Watchouts
Tickets can be created in primary and secondary workspaces
Connecting Teamwork To Drata
In your Connections page, select Available connections. You can search for Teamwork or select the Ticketing type and go Teamwork to Connect.
The slide-out panel will provide step-by-step instructions to set up the connection.
Creating Teamwork Tickets through Drata
When 'Write Access' is enabled you are able to create tickets from any Control Details, Test Details, or Risk Details (in Risk Management) drawer.
If there are no tickets currently associated with a Control, Test, or Risk, you will be prompted to create one to get started.
Choose a project.
Complete your ticket details. The title and description will be auto-populated.
Click on Create ticket once you are completing the ticket details you’d like to input.
Viewing and Managing Tickets in Drata
When Teamwork tickets have been created for a specific Control, Test, or Risk (in Risk Management), they will display within the drawer. The most recently added ticket will display at the top of the list.
Each ticket listing includes the following information:
Ticket Summary / Short Description – as entered by the user
Date the ticket was created
Date the ticket was updated
Ticket Status – as reported by Teamwork
Name of Assignee – tickets can be assigned to any selectable Teamwork User. This user does not need to be a information security lead or admin in Drata.
Name of person who created the ticket
To view, edit, and manage a ticket, click the Manage ticket and you'll be taken to Teamwork.
To download the ticket information, click on the save icon next to the trash bin. This will download a zip which will contain a pdf of the ticket details.
To unlink a ticket from the control, test, or risk, click the trash bin. Unlinking a ticket will not delete the ticket in your Teamwork account. Note: once a ticket is removed, it cannot be re-linked.
A maximum of three ‘In Progress’ tasks will display in the list in the drawer. To see all tickets associated with a particular Control, Test, or Risk (in Risk Management), click the ‘View all tickets’ link and a modal will open.
Here the tickets are divided into two standardized categories, 'In Progress' and 'Done':
In Progress – Tickets in any open state as defined in your Teamwork instance.
Done – Tickets in any completed state as defined in your Teamwork instance, i.e. Closed, Done, etc.
Only tickets created in Drata for that specific Control, Test, or Risk (in Risk Management) will display in Drata. Tickets created directly in Teamwork will not be pulled into the Drata application for ticket management.