How to perform an asset assessment
Assessing an asset
- Click on the "Assets" tab to see all your assets:

- Click on the asset you want to assess. In this example, we will assess the asset "Customer list". You will see all possible assessments. Click on "+Start" to begin an assessment.

- Answer the questions in all the sections of the assessment. You can save your progress.

- When you are done, click on 'Complete Assessment'.

🎉 You have now successfully performed an Asset Assessment! You can then export it as a PDF.


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Updated on: 02/03/2026
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