Organizing with Projects
Creating projects, adding assessments to projects, project-level views
3 min read•Article 4 of 7 in Assessments
Organizing with Projects
Projects help you group related assessments together for better organization and tracking.
What Are Projects?
A project is a container for related assessments. For example:
- •"2025 Annual Compliance Review" might contain assessments for SOC 2, ISO 27001, and GDPR
- •"Vendor Risk Assessment Program" might contain assessments for each of your vendors
- •"Q1 Internal Audit" might contain department-specific assessments
Creating a Project
1.Navigate to Projects in the sidebar
2.Click New Project
3.Enter a project name and description
4.Optionally set a project-level due date
Adding Assessments to a Project
You can add assessments to a project in two ways:
1.During assessment creation — Select a project in the assessment wizard
2.After creation — Open the assessment and use the project assignment option
Project Views
The project detail page shows:
- •All assessments within the project
- •Overall progress across all assessments
- •Combined compliance scores
- •Status breakdown
Tips
- •Use projects to group assessments by time period, framework, or business unit
- •Set project-level due dates to track overall program timelines
- •Review project-level analytics for a broader compliance picture