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Case ManagerCase Manager Documentation

Version: i56

Create a Task for a Specific Incident

Create a task that only appears under a specific incident to ensure that your team doesn't miss something when they respond to it.

Under each phase, create tasks to ensure your team complete certain duties. Assign the tasks to specific people so they know exactly what they should do to work in parallel. After they complete the task, they mark it as done.

You can create a task that always appears under a phase or for all incidents of a specific type. To automatically create a task depending on the conditions of an incident, create a playbook.

  1. In an incident, select the Tasks tab.

  2. In a phase, click ADD TASK

  3. Enter information about the task:

    • Name – Enter a name for the task.

    • Instructions – Enter instructions, details, or other information about the task.

    • Assignee – Assign the task to a person.

    • Due Date – Select a date that this task should be closed by.

  4. Click SAVE.