TATER Ops

Operations on the TATER ecosystem

Help desk, ticketing, and task management — fully integrated with the same compliance platform your security team already uses. Same identity, same database, same controls. Tasks reference TATER policies, controls, audits, and TATERpedia knowledge by ID.

Open TATER Ops → Talk to Sales

Same Entra app Same Cosmos DB Same MSAL identity Same TATER theme

What you get on day one

A focused operational task management surface — built on the same primitives that power TATER Security.

📋 Tasks & Assignments

Categorized tasks (IT, Sales, Engagement, Proposal, Booking, Lead, DocumentReview, Other) with priority, status, due dates, requester / contact / assignee, parent-task linking, and external system refs (PandaDoc, USPS, etc.).

🔗 Cross-product linkage

Every task can link to a TATER control, risk, audit, change request, vendor, policy, wiki page, or config doc. Open from either side: TATER detail panels show "📋 N open tasks", Ops shows the linked entity inline.

🎲 Personal & team views

"My Tasks" page filters to whatever's assigned to you. Dashboard shows status / priority / category breakdowns and a recent activity feed. Filter by status, category, priority, or free-text search.

📝 Templates & scheduling

Define recurring task templates that auto-generate on schedules (daily / weekly / monthly). Mirrors the workflow patterns from your Power Automate task scheduler — running in Azure Functions instead.

💬 Conversations

Comment threads on every task using the same conversation engine that powers TATER controls and policies. Same audit trail, same MCP visibility, same notification hooks.

🤖 AI & MCP-ready

MCP tools list_tasks, create_task, assign_task, close_task let Claude, Microsoft 365 Copilot, and any MCP client manage operational work alongside compliance work — no new credentials, no new auth.

One ecosystem, two products

If your team already uses TATER Security, Ops is a single click away — no new signup, no new connector, no new tenant config.

Identity Same Entra app registration. Sign in to Ops with the same Microsoft account you use for TATER Security.

Database Same Azure Cosmos DB account. Tasks stored alongside controls, audits, policies — partitioned by tenant for isolation.

Tenant config Configured once in TATER Security, Ops uses the same TenantCredentials, branding, SIEM endpoints, and notification settings.

API Same Azure Function App at api.tatersecurity.com. Routes prefixed /api/tasker/*. Same rate limits, same audit log.

Permissions Same role model — SuperAdmin, ServiceProvider, OrgAdmin, Auditor, Viewer. Same MSP relationship and licensing tiers.

Audit log Same Activity Log surface in TATER Security shows every Ops action with the via attribution channel (web / mcp / copilot / claude).

The cross-product bridge

Tasks aren't islands. Every Ops task can link directly to whatever it's about in TATER Security. Both apps surface the link.

Control failing? → Spin up a task

From a control detail panel in TATER Security, click + Task in Ops to create a remediation task pre-linked to that control. The control panel updates to show the task count automatically.

Policy approval pending? → Track in Ops

Link Ops tasks to TATER policies. The policy detail panel shows open tasks. Tasks close when work completes; policy moves to active.

Audit findings? → Assign and resolve

Each audit finding can spawn an Ops task with assignee, due date, and full thread. Audit detail panel shows progress.

TATERpedia article? → Reference in tasks

Tasks can link to TATERpedia wiki pages so the procedural knowledge is one click away from the work that needs it.