Tasks

There is an option to add a Task table to the already existing Case Management tables.

Create a Task

1. In the Tasks tab, click on the downward arrow beside the Attachment option, then select Tasks.

2. Create a new Task by selecting the New Task button in the top-right corner.

3. Fill in all the necessary fields and then select the Add Task button in the bottom-right corner.

Parameter	Description
Name	The name given to the Task.
Status	The status of the Task
Task Type	The type of the Task.
Priority	The priority rank of the Task- Low, Medium, High or Critical.
Description	A brief description describing the Task.
Assigned to	A user you assigning the Task to.
Due Date	A date and time for when the Task is due.
Block Closing Case Until it is Done	Checking the box will block the closing case until it is done.
Linked Alerts	The Name and ID of the Alert(s) you want to link to this current Task.
Linked Observables	The Name and ID of the Observable(s) you want to link to this current Task
Linked Attachments	The Name and ID of the Attachment(s) you want link to this current Task.
Linked Tasks	The Name and ID of the Tasks(s) you want to link to this current Task.
Linked Cases	The Name and ID of the Case(s) you want to link to this current Task.