Manage Tasks from the Cases page
You can create and manage case specific or general tasks and assign them to a SOC role or team member directly from Cases > Case Wall or Your Workdesk > MyTasks.
To add a task from the Case Wall:
- Click Case Task located on the right side. The Add Task dialog box opens.
- Enter the information for the title, SOC role or team member, task content, and due date.
- Click Save.
To change the SOC role or team member assigned to the case:
- Select the task from the Case Wall.
- Click the menu next to Assigned to:
- Select the required SOC role or team member.
To close a task:
- Select the task from the Case Wall.
- Click Mark as done.
- Enter a comment in the field, and then click Send.