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Importing tasks

Roles and permissions

The following roles can import tasks:

  • Administrators

  • Compliance managers

  • Users

Tasks that your organization has already developed can be easily imported into Hyperproof.

Step One: Downloading the example CSV

The easiest way to start importing your own tasks is by downloading Hyperproof’s example CSV. The example CSV provides the exact template for successfully importing tasks into Hyperproof.

  1. From the left menu, select Work items.

  2. Select the Tasks tab.

    work-items-tasks.png

  3. Click Import.

    The Import tasks window opens.

  4. Click Download the example CSV.

Step Two: Editing the CSV

Replace the contents of the example CSV file with your own tasks. Be sure to follow the format of the example file, as well as the instructions on the page, to ensure that your tasks can be successfully imported.

Note

The CSV must contain ALL headings listed below even if they are optional. Keep in mind that headings are case-sensitive!

Heading

 

Name

This is the name of the task. This field is required.

Tip

Hyperproof supports up to 250 characters in the task title.

Description

This is the full definition of the task. It can be a multi-line string. This is an optional field.

Assignee

Must be formatted as FirstName LastName (email address), i.e. Jennifer Cook (jcook@lunabtechnologies.org). This is an optional field.

Tip: If no assignee is provided, the task is assigned to the individual who imports the CSV.

Additional tip: The owner's email address must match the email address they use to sign in to Hyperproof.

Due date

The date the task is to be completed by. This is an optional field.

Note

Dates on imported records are parsed based on the date formats associated with your locale. If no valid date can be determined, Hyperproof displays an error. See Data interpreted by browser locale for a list of supported locales.

Priority

A field for prioritizing the task. Hyperproof recognizes the following values: Highest, High, Medium, Low, and Lowest. This is an optional field.

Target type

This is the object the task is linked to. This field is required.

Tip: A task can be linked to the following objects: Control, Control scope, Label, Request, Requirement, Risk, and Vendor. Be sure to keep the object name singular so the field is not skipped during the import process.

Target identifier

The ID of the object the task is linked to. This field is required.

For example, if the task is linked to a control in your ETSI program, the target ID would look something like ETSI422-4.2.4.

Additional target ID examples:

  • Label - Employee Handbook

  • Control scope - HS-1933_Product A (where HS-1933 is the control ID and Product A is the scope)

  • Requirement - CC5.3 in [NAME OF PROGRAM]

  • Risk - R12

  • Vendor - Galactacore

  • Request - REQ14 in [NAME OF AUDIT]

Custom fields

 

Below is a snippet of a sample import file.

example-csv-tasks.png

Step Three: Importing the CSV

After you’ve made the necessary changes to the CSV, it can be imported into Hyperproof.

  1. Drag and drop the CSV file into the Upload CSV File field, or click Select file to upload to upload it manually.

  2. Click Import.

    Hyperproof checks the CSV to ensure that there are no errors. You’ll be alerted if Hyperproof encounters any errors.

  3. If Hyperproof didn’t detect any errors, click Next. If Hyperproof detected errors, do one or both of the following:

    1. First, use the Error viewer to identify the errors. Second, correct the errors directly in the CSV. This ensures that the CSV is up-to-date should you need to re-import in the future.

      Tip

      Use the forward and backward arrows to cycle through the errors. The Error viewer gives specific information on what needs to be corrected.

       

    2. Remove rows that contain errors by clicking Remove all rows with errors. Note that this doesn't remove any data in the actual CSV.

  4. Click Next.

    The CSV is imported.

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