Creating Custom Tasks in Checklists

 

Vanta allows you to create a custom task in your security checklists. Admins who want to go beyond the default employee security tasks can do so with less effort.

 

Adding a Custom Task to an Existing Checklist 

  • From the left-hand navigation panel, select People -> Checklists 
  • Open any checklist from the list by clicking the checklist title

 

  • Scroll to the bottom of the page to Custom Tasks and enable them

EnableCustomTasks.png

  • Select + Add Custom Task
  • Complete the information and select Create

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  • Ensure that you set a Start Date for the custom tasks by first selecting the task's checkbox on the left, then choose a start date:

CustomTaskStartDate.png

 

  • After selecting a Start Date, ensure to choose the Save checklist on the top right:

SaveChecklist.png

Adding a Custom Task to a New Checklist

  • Select Create Checklist from the Checklists page
  • Complete the required steps 
  • When on Step 2, Ongoing Tasks, there is an option to create Custom Tasks or add already made custom tasks to the Checklist 

 

Common Issues

 

I am unable to select a task from the custom tasks list

UnabletoSelect.png

 

  • Ensure that you've enabled custom tasks for the Checklist!

 

EnableCustomTasks.png

 

I am unable to set the start date for a custom task

NoStartDate.png

Ensure that you've selected the custom task that you'd like to set the start date on the left side of the page:

checktask.png

 

I want to include a link to an external training website

  • Instructions can be formatted using Markdown syntax. To include a hyperlink for an external website, use the following syntax: 
[title](https://www.example.com)

A quick cheat sheet to Markdown syntax can be found at markdownguide.org

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Updated