Assigning Tasks

Minimum Role: Organization role of Standard User

Prerequisites: None

Overview

One of the most valuable features of ThreatConnect^® is the ability to manage a team’s productivity. With the correct permissions, a user can assign fellow team members with specific Tasks to complete. In addition, this feature can auto-generate reminder emails, as well as establish incorporated deadlines. With this feature, creating or editing a Task is as simple as uploading or editing an Indicator.

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).

• Type: Leave this field set as Task.
• Owner: Select the Organization, Community, or Source that will own the Task.
• 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 the plus  icon 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.
• If desired, click the NEXT button to add associated Indicators and attachments to the Task Group. See Figures 3 and 4 of the “Creating Group” section of Create for further instruction. Otherwise, click the SAVE button to create the Task.

Tasks Tab of the Details Screen

1. Navigate to the Details screen for an Indicator, Group, Tag, Victim, or Victim Asset. For instructions on accessing an object’s Details screen, see the “Viewing the Details Screen” section of The Details Screen.
2. Click the Tasks tab. The Tasks screen will be displayed (Figure 2).

   

    

3. Click the + NEW button. The Edit Task window will be displayed (Figure 3).

   

    

   • 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 the SAVE button to create the Task. Clicking the SAVE AND NEW button will create the Task, and the Edit Task window will remain open with all fields cleared. This functionality is useful when creating multiple associated Tasks at once.

Reassigning a Task

Details Screen for a Task

1. Navigate to the Details screen for a Task. For instructions on accessing an object’s Details screen, see the “Viewing the Details Screen” section of The Details Screen.
2. Scroll down to the Assignees and Escalate To cards on the left side of the screen (Figure 4).

   

    

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, Tag, Victim, or Victim Asset, you can reassign the Task via the Tasks tab of the Details screen for the object to which the Task is associated.

1. Follow Steps 1–2 in the “Tasks Tab of the Details Screen” section to navigate to the Tasks tab of the Details screen (Figure 2) for an Indicator, Group, Tag, Victim, or Victim Asset.
2. Click Edit 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.

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