Drata Help Center

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 and formulas to represent the FAIR modelUsing Drata’s custom fields and formulas to represent the FAIR model in Risk Management

Custom fields overviewCustom fields allow you to fully customize and report the data you’d like to capture in Drata. Create, edit, or remove custom fields.

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 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!

Create and manage tasks to streamline compliance activities.

Manage tasks in DrataLearn how to track, create, complete, and manage automated and custom tasks in Drata to maintain compliance.

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.

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.

Learn how to create and manage tickets directly from Drata.

Jira security tickets: Label vs JQLUse this article to decide whether to configure Label or JQL for Jira security tickets and understand how Drata’s security ticket test uses Jira fields.

Create or Link Jira Tickets in DrataCreate and view Jira tickets for Controls, Tests and Risk Management directly through Drata

Create Tickets for ServiceNowThis article covers how to create manual tickets in ServiceNow via Drata.

Create Tickets for AsanaCreate an Asana ticket through Drata associated with risk, control, or test.

Create Tickets for BasecampCreate Basecamp tickets through Drata associated with risk, control, or test.

Create Tickets for BitbucketCreate a Bitbucket ticket through Drata associated with risk, control, or test.

Create Tickets for FreshdeskCreate a Freshdesk ticket through Drata associated with risk, control, or test.

Create Tickets for FreshserviceCreate Freshservice tickets through Drata associated with risk, control, or test.

Create Tickets for HeightCreate Height tickets through Drata associated with risk, control, or test.

Create Tickets for HiveCreate Hive tickets through Drata associated with risk, control, or test.

Create Tickets for TeamworkCreate Teamwork tickets through Drata associated with risk, control, or test.

Create Tickets for WrikeCreate Wrike tickets through Drata associated with risk, control, or test.

Create Tickets for ZendeskCreate Zendesk tickets through Drata associated with risk, control, or test.

Create Tickets for Aha!Create an Aha ticket through Drata associated with risk, control, or test.

Create Tickets for GitLab IssuesCreate a GitLab ticket through Drata associated with risk, control, or test.

Ticket Automation (Jira-only)Configure rules to automatically create Jira tickets based on control and test events.

Create and Manage Tickets in Drata (New Experience)