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 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
- Select + Add Custom Task
- Complete the information and select Create
- 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:
- After selecting a Start Date, ensure to select the Save checklist on the top right:
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:
Ensure that you've enabled custom tasks for the checklist!
I am unable to set the start date for a custom task
Ensure that you've selected the custom task that you'd like to set the start date on the left side of the page: