Enhancing your workflow
Learn how to streamline your Drata operations with custom workflows, tasks, and tickets
30 articles
Custom Fields and Formulas
Set up custom fields and formulas to tailor Drata to your needs.
Custom Fields Overview (New Experience)Custom fields allow you to capture and report the structured data your organization needs across the Drata Trust Management Platform.
Custom fields and formulas to represent the FAIR modelUsing Drata’s custom fields and formulas to represent the FAIR model in Risk Management
Custom Workflows
Drata Workflows showcases how automated, scalable processes streamline compliance tasks and keep organizations continuously audit-ready.
Automate Actions with Drata’s WorkflowsAutomate tasks, notifications, and webhooks in Drata with workflows triggered by control, evidence, risk or personnel events.
View and Manage WorkflowsLearn how to view, filter, and manage workflows in Drata, including published versions, run logs, and workflow actions.
Create Workflow for ControlLearn how to build automated control workflows in Drata to improve compliance efficiency, trigger actions, and integrate with external tools.
Create Workflow for PersonnelCreate automated personnel workflows in Drata to track compliance status changes, send notifications, and more!
Create Workflow for EvidenceLearn how to build evidence workflows in Drata to manage renewals and notify stakeholders.
Create Workflow for RiskLearn how to build automated risk workflows in Drata to monitor inherent and residual score changes, trigger alerts, and more!
Tasks
Create and manage tasks to streamline compliance activities.
Manage Tasks in Drata (New Experience)Learn how to track, create, complete, and manage automated and custom tasks in Drata to support continuous compliance operations.
Task notificationsLearn how to manage task email notifications including upcoming task reminders and past due tasks.
Tasks and WorkspacesLearn how Drata tasks work across workspaces, including workspace-specific, company-wide, and role-based visibility.
Tickets
Learn how to create and manage tickets directly from Drata.
Jira security tickets: Label vs JQL
Create and Manage Tickets in Drata (New Experience)