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Tasks help you track and manage specific actions that need to be completed during an investigation or incident response. Each Task can be assigned to a user, prioritized, given a due date, and linked to relevant records such as Cases, Alerts, Observables, and Attachments. Using Tasks ensures accountability, streamlines collaboration, and keeps your case progress organized and actionable from start to finish.

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Create a New Task

You can create Tasks directly within a Case or from the main ‘Tasks’ tab, and optionally configure them to block case closure until they are completed.
1

Navigate to the Tasks Tab

Navigate to the ‘Tasks’ tab, by clicking on the downward arrow icon and selecting the ‘Tasks’ option.

2

Open the New Record Form

Create a New Task by selecting the New Task button in the top-right corner.
3

Fill in all the necessary fields

Once completed, select the Add Task button in the bottom-right corner.

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Editing a Task

To edit a task, double click on the task you would like to edit, make the desired changes and then proceed by clicking the save button.

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Deleting a Task

1

Choose a Task to Delete

Navigate to the Task you want to delete and select the checkbox.
2

Delete the Task

A floating bar will appear at the top of the screen with the options to export the selected records to CSV or to delete the selected records. Select the delete the selected records option.