Managing compliance and methodology requires precision. With the Link Assets to Checklist Tasks feature, you can now map specific client assets to individual checklist tasks within a project.
This allows you to track exactly which assets are being tested against which requirements, filter tasks based on critical findings, and generate more detailed reports using dynamic tokens.
Adding Checklists with Linked Assets
When adding a new checklist to your project, you can now assign assets to all tasks within that checklist in a single step.
Navigate to the Project > Checklist tab.
Click the + Add Checklist button.
A modal will appear with two options:
Checklists: Select one or more published checklists from the portal.
Assets: Select all the assets from the project that apply to these checklists.
Click Add.
The selected assets will be automatically linked to every task within the added checklists.
Managing Assets on Existing Tasks
You can also link assets to tasks that are already in your list, either individually or in bulk.
Bulk Linking:
In the Checklist tab grid, select the checkboxes next to the desired tasks.
Click the Link Assets button that appears in the options menu.
Select the assets you wish to associate with these tasks and save.
Individual Linking:
Click on a Task Name to open the task details.
Click the three dots (...) in the top-right corner of the page and select Edit from the dropdown menu.
In the modal that appears, navigate to the Assets tab.
Click + Add Assets.
Select the relevant assets and click Add.
Click Save.
Workflow Improvements
This feature integrates seamlessly with your existing workflow:
Import from Library: When importing findings from the library, the Options step now includes a "Link Assets" selection. Pre-selected assets linked to the task will be shown; you can unselect them or add more before importing.
Creating New Findings: When you click New Finding (Vulnerability or Observation) from a checklist task, the task will be added under "Checklist and Compliance".
Reporting with Dynamic Tables
To reflect these changes in your final deliverables, a new dynamic token is available for your report templates:
{Checklist_Table}: This token generates a dynamic table grouped by checklist groups. You can configure the columns and fields as parameters to show exactly the data your client needs, including the linked assets per task.