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.
	The Filter icon opens the Filter panel, where you can filter repeating tasks by the following fields: Name Description Repeats - Options include Schedule or Event Target type - Options include Control, Scope assignment, Label, Risk, Multiple scope assignments Target ID or name Assignee Group Created on Created by
Menu bar	Use the Menu bar options to complete bulk updates to the list of repeating tasks.
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.
Assignee	Bulk edit the assignee for selected repeating tasks.
Organizer	Bulk edit the organizer for selected repeating tasks.
Grid view - Columns
Name	The Name of the repeating task.
Repeats	Displays the trigger for the repeating task. Options include On schedule or On event.
Repetition	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 scope assignment or multiple scope assignments. In that case, the user can configure a different assignee for each scope when configuring the repeating task.
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, how many of them remain open/incomplete.
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.