Hyperproof makes it easy to simplify your routine activities with repeating tasks. Once a repeating task is created, you can view and manage it directly from the Automations tab. Repeating tasks can be attached to a control, label, or risk.
You can set a task to repeat based on a schedule or an event. Tasks that repeat based on a schedule can be set to repeat on an interval of daily, weekly, monthly, quarterly, semiannually, or annually. Once you’ve set the interval, you can set the task to start repeating immediately or at a date in the future.
Viewing repeating tasks
To view repeating tasks, you must:
Note: You can't be a member of a repeating task directly. Repeating tasks have no membership options. To add a user to a repeating task, you can either add them as the assignee or add them to a group and make the group the assignee of the repeating task. Assignees are added to any tasks created from the repeating task and are responsible for completing those tasks.
Be the assignee for the repeating task
Be the creator of the repeating task
Be a contributor or manager member of the control, risk, or label that is the target of the repeating task
Event-driven repeating tasks
You can configure tasks to repeat based on a triggering event. The list of possible events varies depending on whether the target of the task is a control, a label, or a risk. See the table below for information on events that trigger repeating tasks.
Repeating task events by target type
Controls | Labels | Risks |
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Watch this short video for more information on how to automate proof collection for controls.
Can a repeating task be assigned to a group?
Yes, repeating tasks can be assigned to groups. For some organizations, it’s hard to know exactly who should be assigned to complete a task. Oftentimes, all you are sure of is what team is responsible. Assigning a repeating task to a group allows the group to decide which member is ultimately responsible for completing the task.
When a group is assigned a repeating task, all group members receive a notification alerting them of the new task. Any group member can assign themselves as the task owner.