Roles and permissions
The following users can create a repeating task:
Anyone with manager or contributor permissions for the control, label, or risk
A repeating task is a template from which other tasks are created. Tasks are generated either on a schedule or in response to a triggering event. When you create a repeating task, you can configure the template to integrate tasks into ServiceNow when the repeating task template is triggered.
Repeating tasks can be created via the Automations tab found on controls, labels, and risks. For more information about repeating tasks, see Creating a repeating task.
From the left menu, select the tab that corresponds to the object you want to link the repeating task to. For example, if you want to link the repeating task to a control, select the Controls tab.
Select the specific object. For example, if you want to link the repeating task to control ID 1234, select that control.
Select the Automations tab.
Click New repeating task.
The Repeating task window opens.
From the Template tab, do any or all of the following:
Create a repeating task based on a schedule or an event:
To create a schedule-based repeating task:
Below Repeats, select On a schedule.
In the Schedule section, select when the task should repeat.
Below Starts repeating, select the date the task should start repeating.
Tip: For example, if you have a task that starts repeating on June 22 and is due 14 days later, it will be due on July 6.
To create an event-driven repeating task:
Below Repeats, select On an event.
Below Event, select the event that should trigger the task to repeat.
Note: Events vary based on the object selected for the repeating task. For example, the list of control events is not the same as the list of risk events.
Depending on your choice, additional drop-down menus may appear.
On 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 display 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.
Under Task, enter a title for the task (required). Task titles have a 250-character limit.
Enter a description.
From the Assign by drop-down menu, select Individual or Group. Users and groups listed in these fields are ServiceNow users and groups.
Individual - Assigns a single individual to the task. Select an assignee from the ServiceNow Assignee drop-down menu.
Note: Leave the ServiceNow Assignee blank to leave the task unassigned.
Assignment group - Assigns a group to the task. Select a group from the ServiceNow assignment group drop-down menu. Optionally, select an individual from the Select Member drop-down menu.
In the Organizer field, select the person who will be the owner of tasks created from this template or whose credentials will be used to create new tasks via a task integration. Defaults to the repeating task creator if not configured.
Note: To create a repeating task integrated with ServiceNow, the selected organizer must have an active connection to that system. Otherwise, you will be asked for their credentials. To establish a new connection, the user can simply create a ServiceNow-integrated task.
Due date (this is the number of days from the date of task creation that you want the task to be due). For example, if the task is created on August 6 and you set the due date to 5 days later, the task is due on August 11.
Priority
Click Save to save the repeating task template.