---
title: "Managing Data in All Organizations: Workflow"
slug: "managing-data-in-all-organizations-workflow"
description: "This article describes how Super Users can can view, create, modify, assign, and delete Workflow Tasks, Workflows, Templates, and Cases in all Organizations on their ThreatConnect instance."
updated: 2024-01-10T19:15:12Z
published: 2024-01-10T19:15:12Z
---

> ## 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.

# Managing Data in All Organizations: Workflow

As a Super User, you can view, create, modify, assign, and delete Workflow Tasks, Workflows, Templates, and Cases in all Organizations on your ThreatConnect instance.

## Workflow Tasks

The Workflow [**Tasks**screen](https://knowledge.threatconnect.com/docs/workflow-tasks)****will display all Tasks in all Cases in all Organizations on your instance, with the **Org**column indicating the Organization to which each Task belongs (Figure 1).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-69hdsu4a.png)

You can use the **Owner(s)** dropdown menu in the **FILTERS** selector to select the Organizations you want to include in the **Tasks**table (Figure 2).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-5lvf68xy.png)

NoteIf the **Tasks** table is blank when you first use your Super User account to access the **Tasks** screen, this may be because there are no Organizations selected in the **Owner(s)** menu. Selecting at least one Organization will cause the table to populate (as long as the selected owners contain at least one Case with at least one Task in it).

You can select an assignee for any Task in any Case, but the assignee must belong to the Organization that owns the Case.

## Workflows

### The Workflows Screen

The [**Workflows**screen](https://knowledge.threatconnect.com/docs/the-workflows-screen) will display all Workflows in all Organizations on your instance, with the text at the top left of each Workflow card indicating the Organization to which the Workflow belongs (Figure 3).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-86tjcgaz.png)

You can use the **Owner(s)** dropdown menu in the **FILTERS** selector to select the Organizations you want to include in the **Workflows**table (Figure 4).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-ul04tv5t.png)

NoteIf the **Workflows** table is blank when you first use your Super User account to access the **Workflows** screen, this may be because there are no Organizations selected in the **Owner(s)** menu. Selecting at least one Organization will cause the table to populate (as long as the selected owners contain at least one Workflow).

### Creating a Workflow

When creating a new Workflow, you must select the Organization that will own the Workflow (Figure 5).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-44wr5jtv.png)

NoteThe **Default****Assignee** menu will not populate with any options besides **No Default Assignee** until you select an Organization from the **Owner**menu. After you select an Organization, a list of users in that Organization will be displayed in the **Default****Assignee** menu for the Workflow and Tasks added to it. This list of users will include your Super User account, even if the selected Organization is not your home Organization.

### Importing a Workflow

When importing a Workflow, you must select the Organization that will own the Workflow (Figure 6).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-ppus5vgc.png)

NoteIn addition to the **Validating Workflow** and **Select Owner** steps, you may see steps labeled **Variables** or **Missing Apps**. See the [“Importing a Workflow” section of *Workflows Screen*](https://knowledge.threatconnect.com/docs/workflows-screen#importing-a-workflow) for more information.

### Sharing a Workflow Across Organizations

As a Super User, you can easily share Workflows across Organizations. On the **Workflows** screen, select the **Duplicate** option from the vertical ellipsis menu for a Workflow. Enter a name for the Workflow, and then select the destination Organization from the **Select Owner** menu (Figure 7).

![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-bgm54ss7.png)

## Workflow Templates

### The Templates Screen

The [**Templates**screen](https://knowledge.threatconnect.com/docs/the-templates-screen) will display all System-level and TC Exchange™ Templates that you can copy to an Organization as a Workflow. To view TC Exchange Templates, toggle the **TC Exchange Templates**slider on, as in Figure 8. Toggling this slider off will display all Templates installed at the System level in your ThreatConnect instance.

### Copying a Template to an Organization

When copying a System-level or TC Exchange Template to an Organization as a Workflow, you must select the destination Organization (Figure 8).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-544g3vzw.png)

## Workflow Cases

### The Cases Screen

The Workflow [**Cases**screen](https://knowledge.threatconnect.com/docs/the-cases-screen) will display all [Cases](https://knowledge.threatconnect.com/docs/workflow-cases) in all Organizations on your instance, with the **Org**column indicating the Organization to which each Case belongs (Figure 9).

![Graphical user interface, application, Teams Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Managing%20Data%20in%20All%20Organizations_Workflow_Figure%209.png)

In card view, the Organization that owns the Case is displayed at the top of the Case’s card (Figure 10).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-1zzcsmvw.png)

You can use the **Owner(s)** dropdown menu in the **FILTERS** selector to select the Organizations you want to include in the **Cases**table (Figure 11).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-l48kghfa.png)

NoteIf the **Cases** screen is blank when you first use your Super User account to access the **Cases** screen, this may be because there are no Organizations selected in the **Owner(s)** menu. Selecting at least one Organization will cause the screen to populate (as long as the selected owners contain at least one Case).

### Creating a Case

When creating a new Case, you must select the Organization that will own the Case (Figure 12).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-4en3dy1g.png)

NoteThe **Assignee** menu will not populate with any options besides **Unassigned** until you select an Organization from the **Owner**menu. After you select an Organization, a list of users in that Organization will be displayed in the **Assignee** menu for the Case and Tasks added to it. This list of users will include your Super User account, even if the selected Organization is not your home Organization.

### Viewing a Case

When you view a Case, you will see the Organization that owns the Case at the top left of the screen (Figure 13).

![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-ixwjtc43.png)

### Viewing Artifact Owners

If an Artifact that is a ThreatConnect [Indicator type](https://knowledge.threatconnect.com/docs/the-threatconnect-data-model#indicator-types) exists in multiple Organizations on your instance, you can view the Organizations in the dropdown list in the **Summary** column (Figure 14).

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/workflow-image-pkaj99jr.png)

Click on an Organization’s name in the list to view the [**Details** drawer](https://knowledge.threatconnect.com/docs/the-details-drawer) for the Indicator in that Organization.

NoteIf an Artifact that is a ThreatConnect Indicator type exists in multiple owners, including multiple Organizations, only the Indicator in your home Organization and the copies in Communities and Sources for which potential Case associations are enabled will be suggested as [potential Indicator associations](https://knowledge.threatconnect.com/docs/potential-associations-card-for-cases#indicators) for the Case being viewed. Note that this condition applies only if your System Administrator configured potential associations to be based on matching Artifacts for your ThreatConnect instance.