Roles and permissions
The following roles can create a repeating task:
Administrators
Compliance managers
Users
Repeating tasks are templates for regular tasks and can be created via the Automations tab found on controls, labels, and risks. You can convert a regular task to a repeating task. See Work items: Repeating tasks and Creating a repeating task.
Note
If you deactivate the user who created the repeating task template, no further tasks are created from the template. You must recreate the repeating task template. To find repeating task templates by the creator, go to Work Items > Repeating tasks and filter using the Created by field.
From the left menu, select the tab that corresponds with the task you want to turn into a repeating task. For example, if you want to turn a task linked to a control into a repeating task, select the Controls tab.
Select the specific object. For example, if you want to link the repeating task to control ID 1234, select that control.
Click the Task icon.
Select the existing task that you want to turn into a repeating task.
The Task window displays.
Below Repeats, click the Does not repeat label.
The Repeating task window opens.
From the Template tab, create a repeating task based on a schedule or an event:
To create a schedule-based repeating task:
Below Repeats, select On a schedule.
Below Schedule, select when the task should repeat.
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.
To create an event-driven repeating task:
Below Repeats, select On an event.
Below Event, select the event that should trigger the task to repeat.
Depending on the option you choose, additional drop-down menus may appear.
Click Save.
The repeating task is created. To view future tasks, select the Tasks tab.