Roles and permissions
The following users can create a repeating task:
Anyone with manager permissions for the control, label, or risk
Repeating tasks can be created via the Automations tab found on controls, labels, and risks, or from the Work items > Repeating tasks window.
Opening the create repeating task window
Option 1: From the Automations tab
From the left menu, select the tab that corresponds to the object you want to link the repeating task to. For example, if you want to link the repeating task to a control, select the Controls tab.
Select the specific object. For example, if you want to link the repeating task to control ID 1234, select that control.
Select the Automations tab.
Click New repeating task.
The Repeating task window opens.
Option 2: From Work items
From the left menu, select Work items > Repeating tasks.
Click the +New button.
The Repeating task window opens.
Configuring the repeating task fields and settings
Complete the fields in the repeating tasks window as needed, then click Save.
Use the table below for detailed information on the repeating task fields and settings.
Field/Setting | Description |
Task Name | This field is required. Enter a name for the task (max 250 characters). |
Description | Enter a description with any additional information the assignee might need. The following rich text formatting is supported: bulleted and numbered lists, headings, links, code, emojis, bold, italic, and strikethrough. |
Assign by | Choose how the task is assigned:
|
Organizer | Select the person who will be the owner of tasks created from this template or whose credentials will be used to create new tasks via a task integration. Defaults to the repeating task creator if not configured. |
Due date | Select the number of days from the date the task is created. |
Priority | Set task urgency by hovering over the value and clicking the pencil icon. |
Target | Select or edit the target for the task. Uploaded proof is linked to the target when the task is closed.
Note: If the task has an approval configured, the proof can't be attached to the target object until the approval process is complete and the proof has been approved.
|
Automations |
|
Repeats | Choose how the repeating task recurs:
On a schedule
On an event
|
Connect to an integration | If you want to create tasks in a third-party system linked to Hyperproof tasks, select the integration here. Supported task integration systems include Asana, ServiceNow, and Jira. Note: If this is the first time that the organizer will be associated with an external integration, you will be asked to enter their credentials. You can also ask the organizer to create a single integrated task and enter their credentials there to establish the connection before you create the repeating task.
See Integrations for more information on configuring task integrations. |
When creating a repeating task, keep in mind the following:
You can turn a regular task into a repeating task. See Work items: Repeating tasks and Creating a repeating task from a regular task.
To add an attachment to a repeating task, save the repeating task first, then open it to add the attachment. See Linking an attachment to a repeating task.
Email notifications are not sent if the individual creating the task is also the assignee. If the assignee differs from the individual who created the task, the assignee receives an email notification that they've been assigned a task.
Proof can't be linked until the task is created from the repeating task. When proof is uploaded, it's linked to the task and is visible in the task's proof area. The proof remains linked to the task until the task is submitted and closed. Note that if there are several pieces of proof linked to the task, you may need to use the scroll bar to view all of the proof.
When a task is closed, the proof can be found in the task's proof area, the linked object's Proof tab (e.g., the Proof tab of a control), and the organization's main proof list. This activity can be observed in the task's Activity Feed.
By design, if a task assignee changes a task from Not started to In progress, the task status still shows Submit. The Activity Feed shows the actual status of In progress.
Tip: For more information, see the following videos at the bottom of the page.
Tasks overview video for compliance managers
Watch this short video about creating tasks, repeating tasks, and Jira tasks.
Tasks overview video for users
Watch this short video about creating tasks, repeating tasks, and Jira tasks.