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👥 Roles and permissions
The following roles can assign a task to a scope assignment control:
Administrators who are members of at least two of the scope assignment controls (linked to the same parent control)
Compliance managers who are members of at least one of the scope assignment controls (linked to the same parent control)
Users who are members of at least one of the scope assignment controls (linked to the same parent control)
Tasks can be assigned to scope assignment controls. Note that task assignees can be different than the scope owner.
If you haven’t yet created your scope and/or haven’t linked the scope to a control, refer to Creating a scope and linking it to a control.
Assigning a single task to a scope assignment control
From the left menu, select Controls.
Select the parent control that corresponds with the task you want to link.
Click the Task icon.
Optionally, click the Pin icon to pin the Tasks panel.
Click New task.
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.
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
Use the Unassigned option at the top of the list of assignees to leave the task unassigned until later.
📝 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.
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.
📝 Note
If the task has an approval configured, the proof can't be attached to the target object until the approval process is complete and the proof has been approved.
📝 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. Note that if there are several pieces of proof linked to the task, you may need to use the scroll bar to view all of the proof.
If the task has an approval configured, proof isn't attached to linked objects until the proof is approved, and 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.
Under Automations, if the Auto-close task when submitted option is toggled on, Hyperproof immediately marks the task Closed when the task assignee uploads proof and submits the task.
📝 Note
If the Automations > Enable approvals option is toggled on, the Auto-close task when submitted option changes to Auto-close task when approved. When toggled on, Hyperproof marks the task Closed when all approvals are completed. See Creating a task with an approval for information on configuring approvals.
📝 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.
Click Create scope tasks.
Select the scope or scopes you want to assign the task to. If you select more than one scope, each scope is assigned its own task.
Click Create task.
Assigning a repeating task to a scope or scopes
The steps below describe how to create a repeating task and link it to a scope assignment control.
A repeating task template is created for the parent control, and a single task is generated for the owner of each selected scope assignment control.
From the left menu, select Controls.
Select the parent control you want to link the task to.
Select the Automations tab.
Click New repeating task.
The Repeating task window opens.
Enter the task name and, optionally, the description, assignee, due date, and priority.
From the Repeats drop-down menu, select either On a schedule or On an event.
Do one of the following:
If you selected On a schedule:
From the Schedule drop-down menu, select when the task should repeat.
From the Starts Repeating drop-down menu, enter the date that the task should start.
Click Create scope tasks.
The Create scope tasks window opens.
Select the scope or scopes you want to assign the task to. If you select more than one scope, each scope is assigned its own task.
Click Create a scopes task.
To view the repeating task, select the parent control, and then select the Automations tab. The repeating task is listed below the Repeating tasks section.
To view the single task, select the scope assignment control and then click the Task icon in the upper-right corner.
If you selected On an event:
From the Event drop-down menu, select the event that should trigger the task to repeat.
Depending on the option you choose, additional drop-down menus may appear.
Click Create scope tasks.
The Create scope tasks window opens.
Select the scope or scopes you want to assign the task to. Note that event-driven repeating tasks default to separate scope tasks.
Click Create [NUMBER] repeating tasks.
To view the repeating task, select the parent control, and then select the Automations tab. The repeating task is listed below the Repeating tasks section.
To view the single task, select the scope assignment control and then click the Task icon in the upper-right corner.
Assigning separate schedule-based repeating tasks for scopes
If your organization has multiple scopes, you can create repeating tasks for all of them at the same time. In the Create scope tasks window, you’re able to select every scope you want to assign the repeating task to.
From the left menu, select Controls.
Select the parent control you want to link the task to.
Select the Automations tab.
Click New repeating task.
The Repeating task window opens.
Enter the task name and, optionally, the description, assignee, due date, and priority.
From the Schedule drop-down menu, select when the task should repeat.
From the Starts Repeating drop-down menu, enter the date that the task should start.
Click Create scope tasks.
The Create scope tasks window opens.
Select the Create a separate repeating task for each scope checkbox.
Select the checkboxes next to the scopes you want the repeating task linked to.
Click Create [number] repeating tasks.
Repeating tasks are created for each scope you selected. To view them, select a child control, and then select the Automations tab. The repeating task is listed below the Repeating tasks section.
Viewing or editing scopes linked to a repeating task
From the left menu, select Controls.
Select the control with the linked scope or scopes.
Select the Automations tab.
Select the repeating task.
The Repeating task window opens.
Select the Scopes tab.
Do any or all of the following:
Select another scope
Remove a scope
Change the scope owner
Click Save.