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Using Frameworks with

Video Transcript

One of the areas that you will see referenced in various places in the ISMS, for example in 6.1.5 of Annex A we talk about information security and project management. In Annex A7, around HR security we talk about the procedures we can use across the HR lifecycle. There are privacy impact assessments, and so on.

Throughout the course of the platform, we have provided functionality that is derived from our Projects feature.


The power of the Projects feature.

If you go to Projects and Create a new Project, you will see that you are able to start a Project from scratch and make your own framework or clone an existing project, like privacy impact assessment or recruitment project, anything you have got going already.

We have also made available a number of frameworks out of the box that depends on what you subscribed to when you were originally set up. You can also convert a project into a framework.

Remember to get in touch if you would like another framework!



How to set up your own project framework in

Getting started with projects

As we’ve said before, you can easily create a new project by using a pre-built framework, cloning an existing project, or starting from scratch with your own.

To view which frameworks you have available, navigate to the Project area of

You can click on the image on the right to expand it.

Creating a project framework

If you would like to create your own Project framework, you can turn an existing Project into a framework.

To do this, simply go into the Project, select Settings, and scroll down until you set the Framework section. Then click ‘Convert to Framework.’

At this stage you should take note of the Project ID – this can be found in the URL.

NB: You are creating a framework with a repeatable structure only. No content will be saved.

Updating an existing project framework

If once you create a framework and you want to amend the structure, this is entirely possible with Once your changes are made, all new projects created in that framework will keep the new structure.

First of all, grab that Project ID we mentioned earlier. his can be found at the end of the URL of the project in question and is highlighted in the image on the left.

To get here simply navigate to:

  1. Projects
  2. Create New
  3. Hover your mouse over the framework you want to edit
  4. Make a note of the ID
  5. Go to any existing Project you have access to in
  6. Edit the URL and replace the number you see after /projects/ with the ID number
  7. Hit enter

You can now edit the structure of your framework in the normal way.


Phone:   +44 (0)1273 041140