Track tasks and tags 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 Commentfield and then click Send.

Manage tags in cases

Tags help you keep track of your cases and categorize them in meaningful ways. You can quickly identify cases by searching for them according to their tags.

You can manage tags from the following places:

  • Case top bar: manually add and remove tags from the case: in the case top bar, click Manage Tags.
  • Main menu: Click Settings > Case Data > Tags: see Define tags in cases.
  • Playbooks: Trigger a playbook on a tag name by using the tag trigger. You can also add a case tag to a playbook block: select a playbook block, click Open Step Selection, and in the Triggers tab, select Tag Name.

Add a case tag

 To add a case tag, follow these steps:

  1. Go to the Cases page and select a case you want to add a tag to.
  2. Click sell Manage Tags.
  3. In the Manage Tags dialog, enter the name of the tag or select one from the list, and then press Enter
  4. .
  5. Click Add.

Remove a case tag

To remove a tag from a case, follow these steps:

  1. Click sellManage Tags.
  2. In the Manage Tags dialog, click close on the tag you want to remove; the tag is removed from the case.

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