Understanding the Work items repeating tasks tab

Roles and permissions

The following roles can access the Work items - Repeating tasks tab:

Administrators
Compliance managers
Users
Limited access users

The Work items - Repeating tasks tab lists all configured repeating task templates. Repeating tasks can be attached to a control, label, or risk. Repeating task templates generate tasks on a schedule or when triggered by a user-specified event.

Work Items - Repeating tasks tab fields and options

Field/Option	Definition
Import	Import repeating tasks from a CSV file. See Importing repeating tasks.
View selector	The view selector sits in the page toolbar and shows the name of the view you're currently using. The selector displays the Default view if you haven't selected one. See Creating and saving custom views.
	The Filter icon opens the Filter panel, where you can filter repeating tasks by the following fields: ID Name Description Repeats - Options include Schedule or Event Repetition details - Options include: Schedule - Daily, Weekly, Monthly, Quarterly, Semiannually, Annually Event - Name of the triggering event - On new proof, On new proof version, On test result - failed, On test result - needs review, On changes to the linked control health, On linked control added or removed, On changes to the <target type> <field> Target type - Options include Control, Scope assignment, Label, Risk, Multiple scope assignments Target ID or name Assignee Group Created on Created by Custom fields - Fields applied to the repeating task Note: If you have integrated tasks with another system, such as Jira or ServiceNow, the Assignee filter includes external assignees from those systems. External assignees are grouped in the list by the external system name below the Hyperproof assignees.
Menu bar	Use the Menu bar options to complete bulk updates to the list of repeating tasks. Note: Assignees can't be bulk-updated if the repeating task is configured for task integration to another system, such as ServiceNow or Jira.
Clear	Clears any checkboxes you have selected on the Grid view. Displays only when at least one checkbox is selected.
Delete	Deletes the selected repeating tasks. See Deleting a repeating task.
Due date	Bulk edit the due date for the selected repeating tasks.
Assignee	Bulk edit the assignee for selected repeating tasks. Note: Assignees can't be bulk-updated if the repeating task is configured for task integration to another system, such as ServiceNow or Jira.
Organizer	Bulk edit the organizer for selected repeating tasks.
Priority	Bulk edit the priority for the selected repeating tasks.
Members	Bulk edit the list of users who can access the selected repeating tasks and set their permissions.
Custom fields	Bulk edit a custom field for the selected repeating tasks.
Grid view - Columns
ID	System-generated ID for the repeating task. This ID always starts with RT-.
Name	The Name of the repeating task.
Repeats	Displays the trigger for the repeating task. Options include On schedule or On event.
Repetition details	Provides the details for the Repeats trigger. Triggers include: On schedule - The interval that causes a new task to be created, such as Daily, Weekly, Monthly, Quarterly, Semiannually, Annually. On event - The system event that causes a new task to be created, such as a change to freshness on the target object.
Target type	The object type of the object targeted by the repeating task. This object is where proof will be uploaded when the resulting task is completed. Options include: Control Label Risk Scope assignment Multiple scope assignments
Target ID	The ID of the object that is targeted by the repeating task. This value also serves as a link to the target object. Target IDs for the Multiple scope assignments target type are not links because the repeating task is applied to multiple scope assignments.
Integration	The icon for the task integration configured on the repeating task. Hyperproof supports task integrations with Asana, Jira, and ServiceNow. When the repeating task is triggered, a task is created in Hyperproof and the integration system.
Assignee	Displays the user icon and name of the person assigned to the repeating task. The tasks generated from the repeating task inherit this assignee, except in the case where the target object is a scope assignment or multiple scope assignments. In that case, the user can configure a different assignee for each scope when configuring the repeating task. If the assignee is a user in an integrated system, the system's icon appears over the user icon. For example, if the repeating task is integrated with ServiceNow, the assignee is a ServiceNow user, and the ServiceNow icon displays.
Group	If the repeating task assignee is set to a Hyperproof group, the group name displays.
Due date	The number of days from the creation of a task until that task is due.
Open tasks	The number of open tasks associated with a repeating task. For example, if repeating task one has generated 25 tasks, this number indicates how many of them remain open/incomplete.
Members	Displays the user icons of the people who are members of the repeating task. Hover over an icon to see the full name of the user.
Created on	The date the repeating task was created.
Created by	Displays the user icon and name of the person who created the repeating task.
Starts on	The date the repeating task is scheduled to start. Defaults to tomorrow if unspecified.
Event value	For repeating tasks that are triggered by an event, this field shows the specific value that triggers the repeating task to create a new task. Types of values include: Field change: The values the field must change to, separated by commas, for example, “Critical, At risk”. Required, except for person fields such as control owner, where any change triggers the task. On new proof version: Name of the proof to watch Test result events: The Test ID
Custom fields	Each custom field added to a repeating task displays in a separate column, with the custom field name in the column header.