Understanding the Work items tasks tab

Roles and permissions

The following roles can access the Work items -Tasks tab:

Administrators
Compliance managers
Users
Limited access users

The Work items - Tasks tab lists all open and pending tasks for objects where you are a member. Tasks can be attached to almost any object in Hyperproof.

You can view tasks in the following styles:

Card view - provides a kanban-style display of tasks, with each task represented by a card. Cards include the name of the object linked to the task, the task name, the priority, the assignee, the due date or the number of days past due, and the task status.
Grid view - displays task records in a table where you can bulk edit those records.

Work Items Tasks tab fields and options

Field/Option	Definition
New	Create a new task.
Import	Import tasks from a CSV file. See Importing tasks.
	The Filter icon opens the Filter panel, where you can filter tasks by the following fields: Title ID Description Status Assignee Group Created by Due date Target type Priority Closed on Programs Audits Domains Access reviews
	The Gear icon opens the Settings window, where you can select the fields you want to include in the grid view. Drag and drop the fields to change the display order.
	Use the view icons to switch the window between the Card view and Grid view. The Card view icon is on the left, and the Grid view icon is on the right.
Card view
All	Displays all tasks you have permission to view.
Assigned to me	Displays all tasks assigned to you.
Status	Task statuses are displayed across the top of the Card view. Statuses include: Not started - Work has not yet started on the task. In progress - The task is currently being worked on. Submitted - The task has been submitted for review. When a task status is set to Submitted, a notification is sent to the task creator. Closed - The task has been completed and closed. Proof linked to the task links to the task target once the task is closed. Cancelled - The task no longer needs to be completed.
Card	Task cards contain the following information: A link to the object, such as a control, where proof will be linked when the task is set to Closed. Task priority Task title Status Due date or days past due User icon of the assignee
Grid view - Menu bar	Use the Menu bar options to complete bulk updates to the list of tasks. Select the checkboxes for the records you want to edit or export. Options and fields you can edit include: Clear - Clears selected checkboxes Export - Exports the selected tasks in CSV format. See Exporting tasks. Duplicate - See Duplicating tasks. Delete - See Deleting a task. Note that deleted tasks can't be restored. Status Due date Assignee Priority Members
Grid view - Columns
Name	The Name of the task.
ID	System-generated ID for the task. This ID always starts with T-.
Status	Task statuses include: Not started - Work has not yet started on the task. In progress - The task is currently being worked on. Submitted - The task has been submitted for review. When a task status is set to Submitted, a notification is sent to the task creator. Closed - The task has been completed and closed. Proof linked to the task links to the task target once the task is closed. Cancelled - The task no longer needs to be completed.
Type	Indicates that the record is a task.
Due date	Date by which the task should be completed and marked Submitted.
Integration	The icon for the task integration system and the link to the integrated task. Hyperproof supports task integrations with Asana, Jira, and ServiceNow. Tasks with an integration have a corresponding linked task in one of the integration systems.
Assignee	Displays the user icon and name of the person assigned to the task.
Group	If the task assignee is set to a Hyperproof group, the group name displays.
Target	The name of the Hyperproof object, such as a control, that is the task target. This value also serves as a link to the target object.
Created on	The date the task was created.
Created by	Displays the user icon and name of the person who created the task.
Show closed tasks	Opens the closed tasks grid.