Projects in ISMS.online help you plan, structure, and deliver your work effectively. Whether you’re starting from scratch, using a framework, or building on an existing project, the platform gives you all the tools you need to manage your work confidently.

Creating a New Project

To create a new Project:

  1. Go to Work > All Work.
  2. Click the green Create new button in the top-right corner.
  3. Select Project and click Create new again.


You can create your Project in three ways:

  • Use an existing framework – Perfect for common standards and repeatable structures.
  • Start from scratch – Build a custom Project tailored to your needs.
  • Clone an existing Project – Reuse and adapt proven structures.



Configuring Your Project

Step 1: Set Project Details

  • Enter a Project name.
  • (Optional) Add a description, start and end dates, and assign a category (organisational or personal).

Note: Avoid selecting the ISO 27001 category unless you are creating the Policies and Controls Project, as this links to the Statement of Applicability and ISMS Overview Report.

Once complete, click Create Project.



Step 2: Add Team Members

Add team members who will work on the Project and assign their access levels:

  • Read-only – View content only.
  • Contribute – View and contribute to content.
  • Administer – Full control over the Project and its team.

You can also enable these settings:

  • Project Approval – Requires completed activities to be approved.
  • Dependencies – Prevents activities from starting until their dependencies are completed.

Step 3: Define Your Project Structure

Structure your Project using Phases, Deliverables, and Activities.

  • Phases – High-level stages of work (e.g., “Getting Started” in an Employee Induction Project).
  • Deliverables – Key outcomes within each Phase.
  • Activities – Tasks needed to complete each Deliverable.

If you used a framework or cloned a Project, its structure will already be in place for you to edit. If starting with a blank template, you’ll begin with an empty structure.


Building Your Project

Adding a Phase

  1. Click Add Phase.
  2. Enter a name and description.
  3. (Optional) Add tools to the Phase by selecting Add tools.
  4. Click Create Phase.


Adding a Deliverable

  1. Hover over a Phase and click the pencil icon.
  2. Select Add Deliverable, give it a name, and click Create Deliverable.

Adding an Activity

  1. Click Add Activity.
  2. Enter a name (mandatory) and, if needed, set:
    • Assigned to (responsible team member)
    • Reference (a prefix for the activity name)
    • Start and end dates (for Gantt chart planning)
    • Estimated days
    • Dependencies
    • Tools to associate with the activity
  3. Click Create Activity.



Editing Your Project Structure

For Phases, Deliverables, and Activities:

  • Edit – Change details like name, description, or dates.
  • Delete – Remove the item from the structure.
  • Duplicate – Create a copy.
  • Sort – Change the order of items by dragging and dropping.
  • Move – Shift Deliverables between Phases or Activities between Deliverables.

Starting Your Project

Once you’ve finished setting up, click the green Create Project button in the bottom-right corner to launch it.

Archiving a Project

To archive a Project you no longer need:

  1. Go to the Settings page of the Project.
  2. Click Archive Project at the bottom of the page.