---
title: "Phases and Tasks Overview | ThreatConnect"
slug: "phases-and-tasks-overview"
description: "This article provides an overview of a Workflow Case's Phases and Tasks section. It also provides the minimum rules and prerequisites that correspond to this feature."
tags: ["Case Management"]
updated: 2024-03-18T18:56:22Z
published: 2024-03-18T18:56:22Z
canonical: "knowledge.threatconnect.com/phases-and-tasks-overview"
---

> ## 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.

# Phases and Tasks Overview

## Overview

In [Workflow](/v1/docs/workflow-overview), a Task is a step performed within a Case. Tasks can be manual (i.e., performed by a user) or automated (i.e., performed by a [Workflow Playbook](/v1/docs/workflow-playbooks)). The **Phases and Tasks** section of a Case, on the left side of the screen, is where the action of the Workflow feature takes place. This section shows all Tasks in the Case, grouped into Phases, as specified by the [Workflow](/v1/docs/workflows-and-workflow-templates) on which the Case is based.

By default, the **Phases and Tasks**section of the screen is displayed in detail view, but can be switched to list view. Detail view provides all details for each Task, including fields for providing inputs that are saved as Artifacts.

The articles in this category describe how to view the Phases and Tasks in a Case, create manual and automated Tasks, perform administrative actions for a Task, and filter Tasks in a Case. For instructions on how to view and manage all Tasks across all Cases in your Organization via the **Tasks**tab of the **Workflow**screen, see [*Workflow Tasks*](/v1/docs/workflow-tasks).

---

## Before You Start

| Minimum Role(s) | - Organization role of Read Only User (for viewing Phases and Tasks) - Organization role of Standard User (for creating and editing Tasks, regardless of the Task’s assignee) - Organization role of Organization Administrator (for deleting Tasks, regardless of the Task’s assignee) |
| --- | --- |
| Prerequisites | - Workflow enabled by a System Administrator; - A Workflow Case created in your Organization (see [Creating Cases](https://knowledge.threatconnect.com/v1/docs/creating-cases)) |

*ThreatConnect® is a registered trademark of ThreatConnect, Inc.*

20128-01 v.02.A

## Related

- [Artifacts](/artifacts.md)
- [Case Notes](/case-notes.md)
- [Parts of a Case](/parts-of-a-case.md)
- [Timeline Events](/timeline-events.md)
- [Workflow Overview](/workflow-overview.md)
- [Workflow Playbooks](/workflow-playbooks.md)
- [Workflow Tasks](/workflow-tasks.md)
- [Workflows and Workflow Templates](/workflows-and-workflow-templates.md)