--- title: "Assigning Tasks | ThreatConnect" slug: "assigning-tasks" description: "This article describes how to create Task Groups in ThreatConnect, including setting up reminders, due dates, and escalation details. It also demonstrates how to reassign a Task Group to a different ThreatConnect user." tags: ["Data Sharing and Collaboration"] updated: 2023-05-05T13:29:12Z published: 2023-05-05T13:29:12Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt > Use this file to discover all available pages before exploring further. # Assigning Tasks ## Overview One of the most valuable features of ThreatConnect® is the ability to manage a team’s productivity. With the correct permissions, you can assign Task Groups to fellow team members for completion. When creating a Task Group, you can specify a due date, schedule auto-generated reminder emails for assignees, and configure escalations to take place if assignees do not complete the Task by its assigned due date. NoteThis article discusses creating and assigning a Task Group object. For information about creating and assigning Tasks in Workflow, see [*Phases and Tasks*](/v1/docs/phases-and-tasks)**and [*Workflow Tasks*](/v1/docs/workflow-tasks). ## Before You Start | Minimum Role(s) | Organization role of Standard User | | --- | --- | | Prerequisites | None | ## Creating a Task ### Create Screen Hover the cursor over **Create**on the top navigation bar and select **Task**. The **Details**section of the **Create Task** screen will be displayed (Figure 1). ![Figure 1_Assigning Tasks_7.1.1](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%201_Assigning%20Tasks_7.1.1.png) - **Type**: Leave this field set as **Task**. - **Owner**: Select the Organization, Community, or Source in which the Task will be created. - **Summary**: Enter a name for the Task (e.g., **Investigate Hash from Phishing Email**). - **Status**: Select the current status of the Task. - **Reminder Date**: Select a date on which a reminder about the Task will be sent. - **Assign To**: Select one or more users to whom the Task is to be assigned. - **Due Date**: Select a due date for the task. - **Escalation Date**: Select an escalation date for the Task. - **Escalate To**: Select one or more users to whom the Task is to be escalated. If this date is met and the Task has not been completed, the system will assign the Task to the selected user(s). - **Description**: Enter all Task-related instructions and information. - **Apply Description to Associations**: Select this checkbox to apply the Description to the associated Indicators provided in the **Associations**section. - **Tags**: Enter all Tags associated with this Task. Click **Add**![Icon Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Plus%20icon_Gray.png)to add each Tag. - **Apply Tags to Associations**: Select this checkbox to apply the Tags to the associated Indicators provided in the **Associations**section. - **Follow**: Select this checkbox to receive Task status notifications. - Click one of the following buttons to proceed with creating the Task: - **NEXT**: Click this****button to add associated Indicators and attachments to the Task Group before creating it. See [“Creating Group” section of Create](https://knowledge.threatconnect.com/docs/create#creating-a-group)**for further instruction. - **SAVE**: Click this****button to create the Task and view its legacy **Details**screen. ### Tasks Tab of the Details Screen 1. [Navigate to the legacy **Details**screen](https://knowledge.threatconnect.com/docs/the-details-screen-legacy#viewing-the-legacy-details-screen) for an Indicator, Group, or Tag. NoteThe **Tasks**tab is available only on the legacy **Details**screen. 2. Click the **Tasks**tab. The **Tasks**screen will be displayed (Figure 2). ![Figure 2_Assigning Tasks_7.1.1](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%202_Assigning%20Tasks_7.1.1.png) 3. Click the **+ NEW** button. The **Edit Task**window will be displayed (Figure 3). ![Figure 3_Assigning Tasks_7.1.1](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%203_Assigning%20Tasks_7.1.1.png) - **Subject**: Enter a name for the Task (e.g., **Investigate Hash from Phishing Email**). - **Assignees**: Select one or more users to whom the Task is to be assigned. - **Status**: Select the current status of the Task. - **Due Date**: Select a due date for the task. - **Reminder Date**: Select a date on which a reminder about the Task will be sent. - **Escalation Date**: Select an escalation date for the Task. - **Escalate To**: Select one or more users to whom the Task is to be escalated. If this date is met and the Task has not been completed, the system will assign the Task to the selected user(s). - **Description**: Enter all Task-related instructions and information. - **Follow Item**: Select this checkbox to receive Task status notifications. - Click one of the following buttons to create the Task: - **SAVE**: Click this****button to create the Task and close the **Edit Task**window. - **SAVE AND NEW**: Click this****button to create the Task and keep the **Edit Task** window open with all fields cleared. This functionality is useful when creating multiple associated Tasks for an object. ## Reassigning a Task ### Details Screen for a Task 1. [Navigate to the legacy **Details**screen](https://knowledge.threatconnect.com/docs/the-details-screen-legacy#viewing-the-legacy-details-screen) for a Task Group. NoteOnly the legacy **Details**screen is available for Task Groups. 2. Scroll down to the **Assignees** and **Escalate To**cards on the left side of the screen (Figure 4). ![Figure 4_Assigning Tasks_7.1.1](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%204_Assigning%20Tasks_7.1.1.png) 3. Use the **Select** dropdown menu in the **Assignees**and **Escalate To**cards to add or remove Task assignees and users to whom the Task is to be escalated, respectively. ### Tasks Tab of the Details Screen If a Task is associated to an Indicator, Group, or Tag, you can reassign the Task via the **Tasks**tab of the legacy **Details**screen for the object to which the Task is associated. 1. Follow Steps 1–2 in the [“Tasks Tab of the Details Screen”](/docs/assigning-tasks#tasks-tab-of-the-details-screen) section to navigate to the **Tasks**tab of the legacy **Details**screen (Figure 2) for an Indicator, Group, or Tag. 2. Click **Edit![Pencil icon_Black](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Pencil%20icon_Black.png)**in the **Options**column for the Task that is to be reassigned. The **Edit Task**window will be displayed (Figure 3). 3. Use the **Assignees**and **Escalate To**dropdown menus to add or remove Task assignees and users to whom the Task is to be escalated, respectively. --- *ThreatConnect® is a registered trademark of ThreatConnect, Inc.* 20012-01 v.09.A ## Related - [The Details Screen](/the-details-screen.md) - [Uploading Malware](/uploading-malware.md)