Adding a new task

You can manually add a new task to a case, as required.

About this task

Some tasks are created when a playbook generates a case. You can also add tasks manually. When adding a task manually, you can add the task from a predefined task, which is a task from a template with populated task values. Alternatively, you add a task where you enter the task values, such as task name and instructions.

To add a predefined task, you must have a role assigned that includes the Add Predefined Tasks permission under Task Permissions.

1. From the case Tasks tab, click Add Task.

   On the Add Task modal, the Create from predefined task? option is deselected by default.

2. To create a task that is not from a predefined task:
   1. Enter a name for the task.
   2. Select a phase.
   3. Assign an owner.
   4. Select a due date for the task.
   5. You can mark the task Private by clicking Yes beside the Private option.
   6. In the Instructions field, add relevant instructions for the task.
   7. Click Create.
3. To create the task from a predefined list of tasks, click Yes beside Create From Predefined Task?.
4. From the Predefined Task list, search for and select a predefined task.

   The Predefined Task list includes enabled automatic tasks, in the order specified in Customization Settings > Phases & Tasks.

5. Change the following values for the task, as required:
   • Select an owner.
   • Select a due date.
   • Mark the task as private, if necessary.

   The task name, phase, and instruction values for the task are automatically populated and you cannot change these read-only values.

6. Click Create to add the predefined task to the case.