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How to Connect Policies, Vendors and Tasks

Assets rarely exist in isolation. The platform allows you to connect them to:

  • Policies
  • Vendors
  • Tasks

Linking Policies

You can attach policies (e.g. InfoSec, AI use) from your policy library. These show up in both the asset and the policy itself.

link-policy-asset

Vendors

  • Add one or more vendors to an asset
  • Specify if they’re a data processor
  • Enable automatic sharing to connect them with processing activities

vendor-on-asset

Document data processors centrally and let automation handle the rest

Tasks

Assign tasks related to the asset (e.g. “Upload contract”, “Verify certification”). You can also link existing tasks using the “Relate to task” function.

task-on-asset

Related Articles

  • Automatic Sharing Explained
  • Vendor Risk Profiles