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Getting Started

3
  • Compliance Basics: Implementation and Certification
  • Introduction
  • First steps with ISOPlanner
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Main Concepts

39
  • How to set up your dashboards
  • How to set up the library
  • How to work with tasks and events
  • How to work with requirements
  • How to work with controls
  • Automated Control Monitoring
  • How to work with the global search and filter
  • ISOPlanner AI Assistent
  • How to work with the annual plan
  • How to work with assets
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Common Elements

15
  • Badges
  • Personal settings
  • Related information pane
  • List Actions
  • The task view
  • Editing tasks
  • Tabs with content preview
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Administration

40
  • Reports
  • Store
  • Standards
  • Settings – General
  • Settings – Modules
  • Settings – Notifications
  • Settings – Integrations
  • Settings – Automation
  • Settings – Changelog
  • Settings – Import / Export
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Apps & Add-ins

4
  • Task Outlook Calendar add-in
  • Tasks in Outlook e-mail add-in
  • Library Teams app
  • Tasks Teams app
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Power Automate

5
  • Using the ISOPlanner Power Automate Connector
  • Tutorial 1: Start a workflow when an event is created
  • Tutorial 2: Use an external trigger for a workflow and perform actions in ISOPlanner
  • Tutorial 3: Use an Approval template to send approvals
  • Tutorial 4: Start an approval from within SharePoint
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Power BI

5
  • How to work with Power BI
  • Publishing a report to Power BI Service and ISOPlanner dashboards
  • Automatically refresh report data
  • General data model guidelines
  • Data model tables and fields
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Release Notes

28
  • ISOPlanner release 6.0.0 – March 9, 2026
  • ISOPlanner release 5.7.0 – December 22, 2025
  • ISOPlanner release 5.6.0 – November 17, 2025
  • ISOPlanner release 5.5.0 – September 8, 2025
  • ISOPlanner release 5.4.0 – July 14, 2025
  • ISOPlanner release 5.3.0 – May 12, 2025
  • ISOPlanner release 5.2.0 – April 7, 2025
  • ISOPlanner release 5.1.0 – March 11, 2025
  • ISOPlanner release 5.0.0 – February 10, 2025
  • ISOPlanner release 4.2.0 – November 4, 2024
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FAQ

5
  • Question: How to link a control to a risk?
  • Question: How to add a consultant to ISOPlanner?
  • Question: How does pricing for management users and normal users work?
  • Question: Microsoft login error
  • Question: How do requirements, assets, risks and controls relate to each other?
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Standards

4
  • Standard upgrade to a new version
  • How to transition from ISO 27001:2013 to ISO 27001:2022
  • How to transition from NEN 7510-1:2017+A1 2020 to NEN 7510-1:2024
  • How to transition from BIO 1.04 to BIO2-opmaat to BIO2
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Videos

20
  • Follow 13-part free online training
  • Starting a trial and authorizing video
  • Start a subscription video
  • Installing a package video
  • Getting started with Instant 27001 video
  • Linking Sharepoint documents video
  • ISMS Structure overview video
  • Tasks and events video
  • Annual Plan video
  • KPIs and Forms video
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Developer

4
  • Introduction
  • ISOPlanner API with Postman or Insomnia
  • Using a Service Principal to create a token for ISOPlanner
  • Endpoint Overview
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Automated Control Monitoring

5
  • Microsoft Secure Scores – Microsoft 365
  • Microsoft Secure Scores – Identity
  • Microsoft Secure Scores – Devices
  • Microsoft Secure Scores – Device Exposure
  • Microsoft Entra ID – Multi-Factor Authentication (MFA)

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