Templates in ISMS.online provide a structured starting point for creating projects that support repeatable, outcome-driven work. They help ensure consistency and alignment with recognised standards, internal policies, or business processes.
Why Use a Template?
Templatess are particularly useful when you want to follow a defined set of requirements or best practices. For instance:
- You may use a template aligned with an information security standard such as NIST. When you create a project from that template, it will present the relevant requirements and offer space to document how you meet them—similar to the built-in ISO 27001 Policies and Controls Project.
- Templates can also support internal operations. For example, HR-related templates like Recruitment or Induction can guide hiring managers through key tasks aligned with Section A.7 of the ISO/IEC 27002 Annex. These templates help ensure that steps such as background checks, system access setup, and security policy inductions are completed in line with your organisation’s standards.
Creating a Project Using a Template
Template-based projects are ideal for collaborative, repeatable work with colleagues or external partners.
To get started:
- Select ‘All work’ from the Work menu.
- Click the ‘Create new’ button.
- Choose ‘Project’ as the type of work you want to create, then click ‘Create’.
- You’ll be presented with a list of available templates, along with a search bar to help you locate specific ones—such as “ISO 27001”.
Templates created by your organisation will appear at the top of the list. templates developed by ISMS.online or trusted partners will appear below. Use the search function to quickly locate relevant options (e.g. searching for “recruitment” will display associated HR templates).
Tip:
Hover over a template name to see a short description, including whether it comes with pre-loaded notes, documents, or tasks.
When you’re ready, click on a template to begin setting up your new project.
Customising the Project
Once your project is created, you’ll find it populated with Phases, Deliverables, and Activities based on the selected template. While these are designed to give you a head start, you can fully customise the structure to meet your specific needs:
- Add, edit, or remove phases and tasks
- Modify existing content to reflect your organisation's language and processes
- Create new activities as needed
To learn more about adjusting your project layout, see our guide to editing the Project structure here.
Templates help simplify the process of creating structured, consistent projects that align with both industry standards and internal processes. If you need assistance or have questions about using templates, feel free to reach out to our support team.
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