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, expand Personnel and 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

• 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 choose 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:

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: 

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