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👥 Roles and permissions
The following users can create a repeating task:
Anyone who is a member of a control, label, or risk
Repeating tasks can be configured and applied to multiple scopes.
Before creating the repeating task, you must already have a control with a scope or scopes linked to it.
For information on creating a scope and assigning it to a control, refer to Creating a scope and linking it to a control.
Creating a repeating task for a scope control
From the left menu, select Controls.
Select the control with the scope linked to it.
Select the Automations tab.
Click New repeating task.
The Repeating task window opens.
Enter the necessary information for the task, and then select the Scopes tab.
Select the checkboxes next to the scopes that you want to assign the task to.
Next to each scope you selected, choose an assignee for the task from the drop-down list.
Click Save.
A single repeating task template is created for the parent control, and a task is generated for the default assignee of each selected scope.
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.
Creating separate repeating tasks for multiple scopes
If your organization has many scopes, you can create repeating tasks for all of them at the same time. In the Scopes tab on the Repeating task window, you can select the Create a separate repeating task for each scope checkbox, which generates repeating tasks for all scopes under the selected control.
From the left menu, select Controls.
Select the control with the scopes linked to it.
Select the Automations tab.
Click New repeating task.
The Repeating task window opens.
Enter the necessary information, and then select the Scopes tab.
Select the Create a separate repeating task for each scope checkbox.
Select the checkboxes next to the scopes that you want to assign the task to.
Select an assignee for each scope from the dropdown menu next to the scope name.
Click Save.
Repeating tasks are created for each scope you selected. To view them, select a scope 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 scope(s) linked to it.
Select the Automations tab.
Select the repeating task.
The Repeating task window opens.
Select the Scopes tab.
Do any or all of the following:
Remove a scope
Change the scope assignee
Click Save.