Manage Tasks from the Cases Screen
You can create and manage Case specific or general tasks and assign them to a SOC role or team member directly from the Cases > Case Wall or the Workdesk > MyTasks.
To add a Task from the Case Wall:
- Click on the icon 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.
You can change the SOC role or team member assigned to the case by selecting from the dropdown menu in the Case Wall tab.
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.