About Tasks
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.
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.
Navigate to the Tasks Tab
Navigate to the ‘Tasks’ tab, by clicking on the downward arrow icon and selecting the ‘Tasks’ option.
Create a New Task by selecting the New Task button in the top-right corner.
Fill in all the necessary fields
Once completed, 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. |
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.
Deleting a Task
Choose a Task to Delete
Navigate to the Task you want to delete and select the checkbox.
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.