Track tasks in cases

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This document explains how to create and manage case-specific or general tasks, and assign them to a SOC role or team member. You can perform these actions directly from Cases > Case Wall or Your Workdesk > My Tasks.

Add a task from the Case Wall

To add a task from the Case Wall, follow these steps:

  1. In the case Overview tab, click casetaskicon Case Task.
  2. In the Add Task dialog, enter the title, SOC role or team member, task content, and due date.
  3. Click Save.

Assign the SOC role or team member

To change the SOC role or team member assigned to the case, follow these steps:

  1. From the Case Wall, click casetaskicon Tasks.
  2. Select the task you want to assign.
  3. Click the list next to Assigned to:.
  4. Select the required SOC role or team member. The assignment is updated.

Close a task

To close a task, follow these steps:

  1. From the Case Wall, click casetaskicon Tasks.
  2. Select the task you want to close.
  3. Click Mark as done.
  4. Enter a comment in the Comment field and then click Send.

For information about using tags to categorize cases and alerts, see Manage tags in cases and alerts.

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