Editing a task

Managers can edit the main task properties, while contributors can only edit tasks they created. Task assignees can link proof, submit the task, and re-assign the task.

Only administrators can delete proof from a task. Additionally, linking proof does not automatically change the task’s status. Changing the task’s status must be done manually.

When you edit a task, you can:

Change the name, description, status, assignee, priority, due date, and/or target (Hyperproof supports up to 250 characters in the task title)
Link to (or remove) an external Jira, Asana, or ServiceNow issue
Link proof
Comment on the task via the task's Activity Feed
Duplicate the task
Add a user to the task
Note
Assignees are given the contributor role. Contributors can: link proof, comment, change the status, and/or reassign the task. They cannot: edit any other fields, link a task integration, add another contributor via the facepile, or make changes to member roles.
The task creator is given the manager role. Additionally, managers of the target object inherit the manager role on the task. Similarly, contributors of the target object inherit the contributor role.
When assigning a task to a contact, the contact experience is unchanged from before.

Tasks can be edited individually or in bulk.

Note

You can also access tasks via Work items. From the left menu, select Work items, and then select the Tasks tab.

Editing a single task linked to an object

The steps below explain how to edit a task via an object. If you want to quickly edit a task that’s assigned to you, you can do so via the Work items tab.

From the left menu, select the tab that corresponds with the object the task is linked to. For example, if the task is linked to a control, select the Controls tab.
Select the specific object. For example, if you want to edit a task linked to control ID 1234, select that control.
Click the Task icon. Skip this step if you have the Task panel pinned.
Select the task you want to edit.
Do any or all of the following:
- Enter a name for the task (required)
  Tip
  Task titles have a 250-character limit.
- 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.
- 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.
  Assignee (by default, the task is assigned to the task creator)
  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.
  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.
  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.
Hyperproof automatically saves your changes.
Tip
Users receive notifications any time a task is assigned to them, the due date changes, the task is submitted, or a task created by them or assigned to them is updated by another user.

Editing multiple tasks at once

From the left menu, select Work items.
Select the Tasks tab.
Select the checkboxes next to the issues you want to edit. To select all issues, select the All checkbox in the upper-left corner of the grid.
Edit any of the following: status, due date, assignee, and/or priority.

In this section:

Editing a task

Note

Note

Editing a single task linked to an object

Tip

Note

Note

Note

Tip

Editing multiple tasks at once

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