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Overview
Compatibility with GDPR, CCPA and other regulations must be based on reforming your data management practices and your data architecture. Defining your technology stack or the use of processors are also essential, as they will help you meet the requirements at the various touchpoints of the regulation. The Recurring Tasks module is a very powerful tool to automate the notification and deletion processes.
With our guide, you will learn how to use the Recurring Tasks module and how to set required parameters properly and in an easy way.
Recurring Tasks Dashboard
The starting point of working with the module is the Recurring Tasks Dashboard. There are two ways to get to it:
Navigate to Manage apps, find the Data Protection and Security Toolkit section in the left sidebar and Recurring Tasks in it. Click on it and you’ll see the Dashboard.
Open the Data Protection and Security Toolkit Home page and find the Recurring Tasks button. Click on it and you’ll see the Dashboard.
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How to create a new task
Find the New task button in the top right corner of the Dashboard and click on it. The Task Creation page will show up:
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Click the Save button at the top of the page when all parameters are set, and you’ll see the Dashboard again.
Recurring Tasks action menu
At your Dashboard, you can see the list of created tasks with their overview – name, state, creator, JQL, cron expression, and the last run time. For an enabled task, you will see the status “Enabled“ highlighted in green.
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force the execution of the task by clicking the Run option
navigate to the Edit page
quickly enable or disable the task
see the task history – you will find the last task run date, the result status, details about the performed action and the affected issues
clone the task
delete the task
Use cases
Here are some helpful tips on how to solve common use cases in your everyday life with great ease and speed. The Recurring Task module will help you do that!
Add comment to the ticket
It could be necessary to leave comments in the tickets. For example, you want to send an automatic comment once a month (at 01:00 a.m., on day 1 of every month) to every ticket that belongs to some project, e.g., Test Project, with information like "sensitive data, the ticket will be erased in 4 weeks". To do this, create a Recurring Task with the following parameters:
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After the task runs, users will see your text in the comment section at the bottom of the ticket pages.
Send Notification
Use Recurring Tasks when it’s necessary to send notifications associated with tickets.
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After the task runs, the Project lead will receive this notification if some opened and unassigned tickets are found.
Delete Ticket
If you need to delete tickets, e.g., created more than one year ago, just add the task with the following parameters:
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