Add tasks to a case to track and assign the work that needs to be done for the case. For example, you may create tasks for:
- Removing adware from an infected laptop
- Blocking an IP address in your firewall
- Gathering more information about the sender of a spearphishing email
Each task belongs to a group. A case may have task groups for
Reporting, for example.
Task groups let you organize your tasks and help you remember additional tasks that you need to do.
Create a task group
To create a task group, click the "Create a task group" button. This will open a modal like this for you:
Delete a task group
Deleting a task group also deletes all the tasks in that group.
To delete a task group, click the delete button next to the title of the task group you'd like to delete.
Create a task
To create a task, just type the name of the task you'd like to create in the "Create a task" input box under the task group you'd like to add to.
You can also reorder tasks in a task group by dragging and dropping them into the desired order.
Delete a task
To delete the task, open the task, click the Actions dropdown (see the screenshot above), and then click "Delete task".