![Hyperproof.Io [Test] Help Center](https://downloads.intercomcdn.com/i/o/xgk1dxp2/757668/427b255f2659cc7e0853d6a00ec1/628914ae2617199b7d999ba797a5305a.png)
Roles and permissions
The following roles can create a ServiceNow task:
Anyone with manager or contributor permissions for the Hyperproof task
Any organizational role can create a new Hyperproof task and link it to ServiceNow
After configuring your ServiceNow integration, you are ready to create tasks in Hyperproof that are synchronized with ServiceNow. For information about configuration and requirements, see Hyperproof and ServiceNow.
Note: The first time you create a task to be added to ServiceNow, you must authenticate using your ServiceNow user credentials. That information is stored with your Hyperproof user information and only needs to be entered one time.
Tasks can be created from within an object that supports tasks, such as controls, or from the Work items page. For more information, see Creating a task.
Note: The following default Hyperproof task fields are mapped to ServiceNow. They will always appear when creating a task.
Short Description
Description
Assigned To
State
Due Date
Other fields in the ServiceNow default view are also visible on the Hyperproof task window. To control which fields show in the Hyperproof task window, you must configure the default view in ServiceNow. It's recommended to consult your ServiceNow administrator if you wish to configure the default view.
From the left menu, select the tab that corresponds with the object you want to link the task to. For example, if you want to link the task to a control, select the Controls tab.
Select the specific object. For example, if you want the task linked to control ID 1234, select that control.
Click the Task icon.
Optionally, click the Pin icon to pin the Tasks panel.
Click New task.
Enter a name for the task. This field is required. Task titles have a 250-character limit.
Enter a description.
From the Assign by drop-down menu, select Individual or Group.
Individual - Assigns a single individual to the task. Select an assignee from the Assignee drop-down menu.
Note: Use the Unassigned option at the top of the list of assignees to leave the task unassigned.
Note: The assignee must be a Hyperproof user. If the user you need is not in the list, click the Add them to Hyperproof link below the list of user names. You can add the user as a contact if they will not be doing any work in Hyperproof. See Adding users to your organization.
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 Assignee drop-down menu.
Note: Assignees in Hyperproof are matched to those in ServiceNow based on their email addresses. To ensure that the task is assigned to the correct person in ServiceNow, they must have the same email address in both systems.
In the Due date field, enter the date this task should be completed.
In the Priority field, select a priority setting for this task.
The Target field can't be edited during task creation. It should display the object ID of the object where you are adding a task, such as a Control ID.
The proof field can't be edited during task creation.
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.
If this is the first time you are using the ServiceNow integration, follow the steps below to authenticate using your ServiceNow user credentials.
Click the ServiceNow integration icon in the upper-right corner.
The Create connection window displays.
In the Instance field, enter your ServiceNow instance name. You can find this by logging in to ServiceNow and copying the first part of the URL. For example, if your ServiceNow URL is
https://your-company-name.service-now.com, then your instance name isyour-company-name.Enter your ServiceNow username.
Enter your ServiceNow password.
Click Submit.
In the task window, click the ServiceNow icon and select Create a task. For information on the Attach an existing task option, see Attaching an existing ServiceNow task to a Hyperproof task.
In the Ticket type field, select a ServiceNow task type. Types include:
Incident - Defined in ServiceNow as a record used to document an unplanned interruption to an IT service or a reduction in the quality of an IT service. The primary goal of an Incident is to restore normal service operation as quickly as possible while minimizing the impact on business operations.
Incident task - Defined in ServiceNow as a way to request action from assigned work groups who are not mentioned in the incident itself. For example, when an incident occurs, a specific ServiceNow team will be responsible for the initial response. However, they may require support from additional groups and will create an incident task to request it.
Catalog task - Defined in ServiceNow as a measurable and repeatable unit of work that needs to be completed to fulfill a requested item. For example, a request for new software or hardware.
Problem task - Defined in ServiceNow as tasks associated with a request to fix an issue. Core teams reviewing the root cause of an issue or solving a problem often rely on support from additional teams. Problem tasks are used to communicate and assign actions to these groups as part of the original problem request.
Note: Your organization may define and use these task types differently. Refer to your internal documentation for recommendations about when to use each task type.
Additional fields are displayed based on the selected task type. These fields are specified in ServiceNow, but they are not required.
Complete the fields associated with the task type you selected.
Click Create.
The task is created.