Tasks

You can access all tasks from the playbook library.

The library lists all tasks that are organized by phases. If you need to create a new task, click Add task at the end of the panel, which takes you to the Add task page. For more information, see Manage incidents tasks.

You add a task to your playbook from the library.
  1. Click the Tasks icon in the library.
  2. Expand the phase to see its tasks.
  3. Select the task. A panel displays details about the task.
  4. Add it to the canvas by dragging it or selecting the + icon.
  5. If needed, click the edit icon in the details panel to modify the task. Any changes apply to all instances of the task.
You can edit the task, duplicate it, remove it from the canvas, or delete it from the library.
  • To edit the task, click the task in the library or on the canvas. In the details panel, click the edit icon. Editing a task changes that task for all playbooks, rules, and workflows.
  • If you need another instance of this task, click the Duplicate task icon in the details panel or right-click the task and select Duplicate. The task is added to the canvas.
  • To remove a task from the canvas, click the task in the canvas. You can right-click on the node and select Remove, or click the node and select the Remove task from canvas icon in the panel.
  • When you delete a task from the library, the task is deleted from all playbooks and any rules and workflows. To delete the task from the library, click the task in the library then click the Delete from library icon in the panel.

The following example adds a task to the canvas.