Creating Custom Tasks in Checklists

  • Updated

 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

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  • Scroll to the bottom of the page to Custom Tasks 

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

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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 

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