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Use this page to turn Cork findings into Planner work you can assign, date, and track. It is for MSP staff. Company users should ask their MSP when the action is not available.

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Before you start

  • You need Security read access and Planner write access. Add to Planner only appears for roles with Planner write or manage access, and linking the findings needs Planner write access plus Security read access.
  • Cork must be connected and the findings mapped to a company.
  • All selected findings must belong to the same company.

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Create a Planner item from findings

1

Open the findings

Open Security > Compliance for compliance events, Security > Vulnerabilities for software vulnerabilities, or Security > Endpoints for devices.
2

Select the rows

Check the box beside each finding you want to track. You can select several rows to create a single Planner item that tracks all of them.
3

Choose Add to Planner

Open Actions (N) in the page header and choose Add to Planner.
4

Review the draft

The Planner item dialog opens with a title, Description, Business Value, Due Date, and Private Notes already filled in. The status starts as Not Started, and the due date starts as today. Change Type, Status, Assignee, the dates, Est. Hours, the costs, the links, the custom fields, Hide from company users, or the notes as needed.
5

Save

Click Save. MSPortal shows Cork items added to planner.
6

Check the result in Planner

Open Planner, open the new item, and find Relationships. The findings appear under Cork Compliance Events, Cork Vulnerabilities, or Cork Endpoints.
Opening the dialog does not save anything. Several findings become one Planner item, not one item per row. The original findings stay as they are. Every field in the dialog is saved, including visibility, assignee, dates, costs, links and custom fields. Hide from company users is honored. It starts checked in this shortcut, so the item stays hidden from company users unless you clear it. If you clear it, keep confidential details out of the title, description, and public notes. If the save fails, the dialog stays open and nothing is saved. Fix the problem or try again.

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What the draft contains

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Compliance events

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Vulnerabilities

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Endpoints

For Acronis rows, the details go only into Private Notes. They are not linked under Cork Endpoints, because only Cork endpoints can be linked. Acronis does not report an OS version or last seen time, so those lines are left out.

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Business Value

You can change Business Value before you save.

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One finding or several

  • One finding: the title is the CVE, event type, or device name, and the description covers that finding.
  • Several findings: the title reads like Cork Vulnerabilities (5 items), Cork Compliance Events (3 items), or Cork Endpoints (2 items). Each finding is listed in Private Notes with a divider.
Private Notes are for MSP staff and are hidden from company users. Put anything you want clients to read in Notes.

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Tips for grouping

  • Group vulnerabilities for the same software product.
  • Group compliance events that affect the same device.
  • Group findings that one action can fix.
  • Start with Known Exploited and Critical vulnerabilities, then At Risk compliance events.

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Troubleshooting

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Frequently asked questions

No. They create one Planner item with links to every selected finding.
No. Planner tracks your work. Patching and resolving the finding happen in the provider, and the result shows up here after the next sync.
Yes. This shortcut saves it like the Planner page does. The box starts checked, so the item is hidden from company users unless you clear it.
Open the item in Planner and look under Relationships.
Describe it to the Home AI Assistant and confirm the request when prompted.