Creating a repeating task

Roles and permissions

The following roles can create a repeating task:

Administrators who are members of a control, label, or risk
Compliance managers who are members of a control, label, or risk
Users who are members of a control, label, or risk
Limited access users who are members of a control, label, or risk register and risk

Repeating tasks can be created via the Automations tab found on controls, labels, and risks.

You can also turn a regular task into a repeating task. See Work items: Repeating tasks and Creating a repeating task from a regular task.

Note

To add an attachment to a repeating task, save the repeating task first and then open it to add the attachment. See Linking an attachment to a repeating task.

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.
Select the specific object. For example, if you want to link the repeating task to control ID 1234, select that control.
Select the Automations tab.
Click New repeating task.
The Repeating task window opens.
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 with any additional information the assignee might need. The following rich text formatting is supported: bulleted and numbered lists, headings, links, code, emojis, bold, italic, and strikethrough.
3. From the Assign by drop-down menu, select Individual or Group.
  Individual - Assigns a single individual to the task. Select an assignee from the Owner drop-down menu.
  Note
  Email notifications are not sent if the individual creating the task is also the assignee. If the assignee is different from the individual creating the task, the assignee receives an email notification indicating that they've been assigned a task.
  Group - Assigns a group to the task. Select a group from the Group drop-down menu. By default, the group lead is designated as the owner. If the group doesn't have a group lead, select an individual from the Owner drop-down menu.
4. Change any of the following by hovering over the field value and clicking the Edit icon. Note that the task's status and target cannot be changed until the task is created.
  Due date - Select a date from the calendar.
  Priority
  Target - When the task is closed, proof attached to this task is linked to the target object. If necessary, you can change the target on a task after it's created.
  See Changing targets for tasks.
  Note
  Proof cannot be linked until the task is created. When proof is uploaded, it's linked to the task and is visible in the task's proof area. The proof remains linked to the task until the task is submitted and closed.
  When the task is closed, the proof can be found in the task's proof area, the linked object's Proof tab—e.g. the Proof tab of a control—, and in the organization's main proof list. This activity can be observed in the task's Activity Feed.
Note
By design, if a task assignee changes a task from Not started to In progress, the task status still shows Submit. The Activity Feed shows the actual status of In progress.
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.
  3. Depending on the option you choose, additional drop-down menus may appear.
Optionally, below Integration, click the available integration to link an external task or issue.
Click Save.
The repeating task is created. To view future tasks, select the Tasks tab.

In this section:

Creating a repeating task

Roles and permissions

Note

Tip

Note

Note

Note

Tip

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