Tasks
There is an option to add a task table to the already existing Case Management tables.
Create a Task
- In the Tasks tab, click on the downward arrow beside the Attachment option, then select Tasks.
- Create a new task by selecting the New Task button in the top-right corner.
- 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 |
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. |