Skip to main content

Creating a repeating task for ServiceNow

Roles and permissions

The following roles can create a repeating task:

  • Administrators

  • Compliance managers

  • Users

Repeating tasks are tasks that are created based on a template. Tasks are generated either on a schedule or by a triggering event. When you create a repeating task you can configure the template to integrate tasks into ServiceNow when the repeating task template is triggered.

Repeating tasks can be created via the Automations tab found on controls, labels, and risks. For more information about repeating tasks, see Creating a repeating task.

  1. From the left menu, select the tab that corresponds with 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.

  2. Select the specific object. For example, if you want to link the repeating task to control ID 1234, select that control.

  3. Select the Automations tab.

    automations-tab.png

  4. Click New repeating task.

    The Repeating task window opens.

  5. From the Template tab, do any or all of the following:

    1. Enter a name for the task (required)

      Tip

      Task titles have a 250-character limit.

    2. Enter a description

    3. Change any of the following by mousing over and clicking the Edit icon:

      1. Select the assignee in the Assignee field. This field defaults to the name of the creator. The Assignee must be a user in Hyperproof. If the user you need is not in the list, select the Add them to Hyperproof link below the list of user names. You can add the user as a Contact if they are not going to do any work in Hyperproof. See Adding users to your organization.

        Note

        Assignees in Hyperproof are matched with assignees in ServiceNow based on their email address. To ensure that the task is assigned to the correct person in ServiceNow they must have the same email address in both systems.

      2. Due date (this is the number of days out that you want the task to be due)

      3. Priority

  6. Create a repeating task based on a schedule or an event:

    1. To create a schedule-based repeating task:

      1. Below Repeats, select On a schedule.

      2. Below Schedule, select when the task should repeat.

      3. Below Starts repeating, select the date that the task should start.

        Tip

        For example, if you have a task that starts repeating on June 22, and it's due 14 days later, the task will be due on July 6.

    2. To create an event-driven repeating task:

      1. Below Repeats, select On an event.

      2. Below Event, select the event that should trigger the task to repeat.

        Note

        Events vary based on the object selected for the repeating task. For example, the list of control events is not the same as the list of risk events.

      3. Depending on the option you choose, additional drop-down menus may appear.

  7. On the task window, click the ServiceNow icon and select Create a task. For information on the Attach an existing task option, see Attaching an existing ServiceNow task to a Hyperproof task.

  8. In the Ticket type field, select a ServiceNow task type. Types include:

    Additional fields display based on the task type selected. These fields are specified in ServiceNow, but they are not required.

  9. Complete the fields associated with the task type you selected.

  10. Click Save to save the repeating task template.

In this section: