# Linking Findings and Assets

After creating a priority, findings and assets can be associated with the **Priorities** module.

{% hint style="info" %}
Findings and assets can also be linked to a priority from the **Clients** module using bulk actions.
{% endhint %}

## Linking Findings

<mark style="background-color:yellow;">Step 1:</mark> From the **Priorities** module home page, click the row or **View** under the "Actions" column of the priority to update.&#x20;

<div align="left"><figure><img src="/files/H3cpvYOdobz4xXLryo3e" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click the **Findings** tab.

<div align="left"><figure><img src="/files/mFVSLBzDo3qJvEag0ulc" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Click **Link Findings**.

<div align="left"><figure><img src="/files/hagOzTaQaAgmKgvP6hFZ" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Use the filters on the left nav bar to reduce the list.

<div align="left"><figure><img src="/files/gudTpwKH9XJQcUi6L9i8" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 5:</mark> Select the findings to link. Click **Continue with X findings**.

<div align="left"><figure><img src="/files/AYbQ9aRBirdfona1eGRT" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 6:</mark> Select any affected assets to link. Use the assets filters to narrow the search results. Click **Link affected asset** or **Continue without assets**.

<div align="left"><figure><img src="/files/KtdsqAWMRDklh5ctZeL5" alt="" width="563"><figcaption></figcaption></figure></div>

The user is returned to the **Findings** tab page. A notification confirms the action, and the page refreshes with the recently added findings.&#x20;

<div align="left"><figure><img src="/files/zTChMa5FzZwkb3xKpeEH" alt="" width="563"><figcaption></figcaption></figure></div>

Any affected assets added will be displayed on the **Assets** tab.

## Linking Assets

<mark style="background-color:yellow;">Step 1:</mark> From the **Priorities** module home page, click the row or **View** under the "Actions" column of the priority to update.&#x20;

<div align="left"><figure><img src="/files/QXGKbTwVFLT0c4ysXQVa" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click the **Assets** tab.

<div align="left"><figure><img src="/files/mZciwsrJpk5E6LGs9YsO" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Click **Link Assets**.

<div align="left"><figure><img src="/files/GBtNtXJuUe3qGLmpyxMA" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Use the filters so that the list only shows assets relevant to the priority.

<div align="left"><figure><img src="/files/Dl1ccOpLWM5BBziJIcIl" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 5:</mark> Select the assets to link. Click **Continue with X assets**.

<div align="left"><figure><img src="/files/Bh2BqCnmsfm9Cd2198he" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 6:</mark> Select any associated findings to link. Use the findings filters to narrow the search results. Click **Link x associated findings** or **Continue without findings**.

<div align="left"><figure><img src="/files/7s3uVmACoBo3x4jxwucE" alt="" width="563"><figcaption></figcaption></figure></div>

The user is returned to the **Assets** tab page. A notification will appear confirming the action, and the page will refresh with the recently added assets appearing.

## Unliking Findings and Assets

Findings and assets included in a priority can be removed individually or via bulk actions. Any findings or assets removed from a priority will remain in their existing reports and not be deleted from PlexTrac.&#x20;

{% hint style="info" %}
Any assets associated with a finding will remain in the priority after the finding is unlinked, and any findings added via its association with an asset will remain after an asset is unlinked.&#x20;
{% endhint %}

### Unlinking a Finding

<mark style="background-color:yellow;">Step 1</mark>: Click the **Findings** tab from the priority details page.

<div align="left"><figure><img src="/files/vDBrLV0zMHu5fAFtLorW" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2a</mark>: Click the meatballs menu of the priority and click **Unlink finding from priority**.

<div align="left"><figure><img src="/files/gnVhygKoIBDH3bsM2MYD" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2b</mark>: Select multiple findings, click the Actions button, and click **Unlink findings from priority**.

<div align="left"><figure><img src="/files/1tavZHmXlTXHfwgbo8NQ" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3</mark>: A dialog box will appear asking for confirmation. Click **Unlink**.&#x20;

<div align="left"><figure><img src="/files/7EfKVg8Wr6uoZAcHJw8f" alt="" width="362"><figcaption></figcaption></figure></div>

### Unlinking an Asset

<mark style="background-color:yellow;">Step 1</mark>: Click the **Assets** tab from the priority details page.

<div align="left"><figure><img src="/files/6YQRS0kApTVSq3jLRUH1" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2a</mark>: Click the meatballs menu of the priority and click **Unlink asset from priority**.

<div align="left"><figure><img src="/files/l58W9VSkycVCCbeyXWaq" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2b</mark>: Select multiple findings, click the Actions button, and click **Unlink assets from priority**.

<div align="left"><figure><img src="/files/N9qq8Hd3fJ3IR1GWHRsq" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3</mark>: A dialog box will appear asking for confirmation. Click **Unlink**.&#x20;

<div align="left"><figure><img src="/files/cWNrXa0H3QDWDNmocOy5" alt="" width="358"><figcaption></figcaption></figure></div>


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