Creating 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.

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. Assignee (by default, Hyperproof assigns the task to the task creator)

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

   3. Priority

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.

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.

Below Repeats, click Does not repeat.

The Repeating task window opens.

From the Template tab, 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.

Click Save.

The repeating task is created. To view future tasks, select the Tasks tab.