- Case Manager Release Notes
- Get Started with Case Manager
- Configure Case Manager Settings
- Investigate a Security Incident
- Manually Create an Incident
- Edit an Incident
- Delete an Incident
- Manually Add an Entity
- Manually Add an Artifact
- Delete an Entity or Artifact
- Add Advanced Analytics Evidence to a Case Manager Incident
- Manage Tasks During an Investigation
- Send Messages from an Incident
- Filter Incidents
- Search for an Incident
- Sort Incidents
- Export Incidents
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.
In an incident, select the Tasks tab.
In a phase, click ADD TASK
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. If someone is restricted from the incident, you can't assign the task to them.
Due Date – Select a date that this task should be closed by.
Click SAVE.