Adding Your First Tool
Only Owners and Admins can add tools to the catalog. This guide walks you through every field in the tool creation form.
Step-by-Step
- Navigate to the Tools page from the sidebar.
- Click the Add Tool button in the top-right corner.
- Fill in the fields described below.
- Click Save to add the tool to your catalog.
Tool Fields Explained
Basic Information
- Name (required) -- The name of the software tool (e.g., "Figma", "Slack").
- Description -- A brief summary of what the tool does and how your team uses it.
- Website -- The URL of the tool's homepage. This becomes a clickable link in the catalog.
- Department -- The team or department that owns the tool (e.g., Engineering, Marketing, Finance).
- Tags -- Freeform labels to help with filtering and search (e.g., "design", "collaboration", "analytics").
Cost and Status
- Monthly Cost -- The estimated monthly spend on this tool in your local currency.
- Status -- The current lifecycle state of the tool:
- Active -- Currently in use.
- Under Review -- Being evaluated for adoption or renewal.
- Deprecated -- Scheduled for removal or already decommissioned.
Compliance and Risk
- Data Classification -- What kind of data the tool processes: Public, Internal, Confidential, or Restricted.
- SOC 2 Status -- Whether the vendor holds a SOC 2 certification.
- DPA Status -- Whether a Data Processing Agreement is in place.
- Risk Level -- An overall risk assessment: Low, Medium, High, or Critical.
Tips
- You do not need to fill in every field right away. Start with the basics -- name, department, and status -- and add compliance details later.
- Use consistent tags across tools so filtering stays useful (e.g., always use "communication" instead of mixing "comms" and "messaging").
- After saving, the tool appears immediately in the catalog for all team members to browse.