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Audience: MSP staff. Company users can read Standards work shared in Planner. The MSP manages the catalog, deployment choices, permissions and client visibility. Standards, formerly Tool Stack, records deployment progress against your MSP’s recommended tools and practices. It is available under MSP Tools > Standards when the feature and Standards read access are enabled.

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Choose your task

Read the matrix

Find a company, interpret statuses and required checks, and understand the effect of filters and exclusions.

Read the related Planner work

Understand the Standards source label, different status names, shared estimates and Company visibility.

Update a company’s Standards deployments

Record a status or implementation for one company and standard.

Update Standards in bulk

Check company and column scope before changing several records.

Exclude or include companies in Standards

Remove or restore a company’s participation in Standards scoring.

Configure Standards

MSP settings for categories, standards and synchronization.

Review Planner items

Find and open the planning tasks linked to deployment records.

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Read progress before changing it

The matrix has company rows and standard columns grouped into categories. It records Deployed, In Progress, Not Started, N/A and Declined. A deployed result can be unclassified or have a configured tier. Deployment progress and meeting a target tier are separate questions. Required checks determine the deployment percentage. Optional standards appear separately, while a 1 of N category counts as one check. Search and company scope change the displayed summary; excluded companies do not contribute even when shown. A percentage alone is not proof that every device is protected or every recommendation is deployed.
A column’s Mark all companies action includes non-excluded companies hidden by the matrix search. Review the loaded company scope before any bulk action. Reading the matrix does not grant permission to change it.
Read the Standards matrix explains the symbols, scoring, exclusions, menu scopes and troubleshooting.

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Standards and Planner

A standard can have a linked Planner item for each company. Click a linked matrix cell to open its item; a cell without a link does not create a task on click. The company-name link opens related Planner List View work with the Standards source filter. Planner items can be shared with Company users subject to client visibility and access. They carry planning dates and estimates; they are not submitted support tickets, accepted quotes or confirmed appointments. See Standards work in Planner.

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FAQs

Tool Stack is the former name. The current page, Planner source label and item badge say Standards. Older links can still contain Tool Stack.
Start with the Planner work the MSP shares. Company users do not normally have the MSP Tools sidebar switch or control the MSP’s Standards catalog.
No. It records deployment progress. Verify live inventory and protection through the relevant device or security workflow.
No. A standard column’s Mark all companies action covers all non-excluded companies in the loaded scope, including rows hidden by the search.