Please note:
This feature is still in Beta only. If you are interested, please reach out to our support team.
Pre-requisites
There are four necessary properties that a Notion Page must have to consider it eligible for Task Tracking so Vanta can perform compliance tests appropriately on them:
Tags: we read task tags to figure out if a task tracker item refers to a security task or not. For Notion tasks, we expect this to be a Multi Select page property.
Owner: we know if a task is assigned or not by checking if it has an owner. This field should be a People page property.
For example, it’s possible to configure the following Pages in your Notion Dashboard:
Task Tracker 1 page is valid for Task Tracking because it has each of the properties listed above, whereas Task Tracker 2 page is not a valid page because it’s missing a Multi Select property.
Accessing the Task Tracker Configuration Modal
The Notion Task Tracker Database Mappings modal will be displayed immediately after connecting the Notion integration for the first time or editing the current connection.
To open the modal at any other time, navigate to the Integrations page
Click the Notion integration's Manage button
Select Edit Task Tracker Database Mappings from the dropdown
(We acknowledge that this is not the most intuitive experience at the moment, so we are working on implementing a better one)
Task Tracking Configuration Modal Form
Selected Notion Pages display
The modal will list all of the selected pages during connection and determine if these are eligible to be a valid Page or not.
By clicking the checkbox to the left of the page name, Vanta will scope in that page to fetch task tracker items from it.
Please note: The page will be disabled for selection if it does not have all of the eligible properties listed above.
To open a new tab in your browser to the selected page, click the chainlink icon next to its name
Edit Notion Page Mappings
Click the pencil icon to the right of the page name to display a set of dropdowns that will map the selected page properties to our internal task tracker item schema.
You’ll need to click that pencil icon on each database you want to edit in order to edit its property mappings (Again: not the most intuitive design, but it will be improved later).
Tags Field Mapping Dropdown
This will display the available Multi Select properties for the selected page:
You should select the field where you store the tags for your task tracking items.
Owner Field Mapping Dropdown
This will display the available People properties for the selected page:
You should select the field where you store the owner/s of a given tracking item.
Priority Field Mapping Dropdown
You should select the field where you store the priority for your tracking items.
After this, you will need to configure the priority values for each priority level that Vanta manages:
Note that the values will change based on the property selected and the options available for it.
Task Closed Field Mapping Dropdown
You should select the field where you store the status for your tracking items.
After that, you will need to configure the status to consider your task tracking items as closed/solved:
Submitting Notion Page Mappings
Once you’re done configuring each of your selected Notion pages' properties, you can submit your configuration mappings by clicking the Update Mappings button
Next time Vanta polls your task tracking items from Notion, Vanta will read your configuration and process your task tracking items appropriately regardless of how you configure your Task Tracking pages.
Please keep in mind that if you change or delete any of the selected page properties in Notion structurally (for example, changing a Status field for a Select field), it might break the integration fetches as well, so be sure to keep everything in sync.
Enable Databases Mappings Toggle
At the top of the Notion Task Tracker Database Mappings modal you will see the following toggle:
Currently, we make an educated guess to determine which Notion pages are valid for Task Tracking.
By toggling this on, Vanta will read your Task Tracking Configuration as set through this modal the next time we fetch your Notion Task Tracking items.
If you find the new Task Tracking Configuration is not working properly, turning this switch off should revert to the previous implementation.