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Importing repeating tasks

Roles and permissions

The following roles can import repeating tasks:

  • Administrators

  • Compliance managers

  • Users

Currently, only tasks that repeat on a schedule can be imported into Hyperproof. Support for tasks that repeat based on an event, e.g. a new proof version, is upcoming.

Tip

Adding additional information does not overwrite existing data. During the import, Hyperproof searches for any exact data identifiers. If it doesn’t find any, it treats the data as new. If it finds a match, it updates the existing data.

Step One: Downloading the example CSV

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

  1. From the left menu, select Work items.

  2. Select the Repeating tasks tab.

    repeating-tasks-tab.png

  3. Click Import.

    The Import repeating tasks window opens.

  4. Click Download the example CSV.

Step Two: Editing the CSV

Replace the contents of the example CSV with your own repeating tasks. Be sure to follow the format of the example file, as well as the instructions on the page, to ensure that your repeating 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 repeating task. This field is required.

Tip

Hyperproof supports up to 250 characters in the task title.

Description

This is the full definition of the repeating 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 repeating 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.

Priority

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

Target type

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

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

Additional tip: Currently, Hyperproof does not support the importing of scopes linked to repeating tasks.

Target identifier

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

For example, if the repeating 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:

  • Risk - R12

  • Label - Employee Handbook

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

Repeats

A field for defining the repetition interval. Hyperproofrecognized the following intervals: Daily, Weekly, Monthly, Quarterly, Semiannually, and Annually. This field is required.

Starts on

A field for setting the date on which the task should begin repetition. If no date is specified, the field defaults to tomorrow. 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.

Days until due

A field that specifies the number of days until the repeating task is due. This is an optional field.

Tip: This field defines the number of days in the future from the moment the repeating task is created.

Below is a snippet of a sample import file.

example-csv-repeating-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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