--- title: "Task Administrative Options | ThreatConnect" slug: "task-administrative-options" description: "This article describes the Task administrative options you can perform when the Phases and Tasks section of a Workflow Case is displayed in detail and list view." updated: 2024-11-06T20:38:11Z published: 2024-11-06T20:38:11Z canonical: "knowledge.threatconnect.com/task-administrative-options" --- > ## 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. # Task Administrative Options When viewing Tasks in a Workflow Case, the available administrative options depends on whether you’re viewing the [**Phases and Tasks** section](/v1/docs/phases-and-tasks-section) in detail or list view. ## Detail View While in [detail view](/v1/docs/viewing-and-filtering-tasks-in-a-case#viewing-tasks), the vertical ellipsis on the right side of a Task provides a list of administrative options you can perform (Figure 1). ![Figure 1_Task Administrative Options_7.7.1](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%201_Task%20Administrative%20Options_7.7.1.png) ### Add Artifact Select **Add Artifact**to create a new [Artifact](/v1/docs/artifacts) for the Case that can be configured as a related Artifact to the Task, if desired. The **Create Artifact**drawer will be displayed (Figure 2). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%202_Task%20Administrative%20Options_7.7.1.png) By default, the **Create Artifact** drawer associates the Artifact to the first Task in the Case that has not yet been completed (i.e., the default entry in the **Associated Task** dropdown). To associate the Artifact to the Task from which the **Add Artifact** option was selected, change this selection. For instructions on how to fill out the remaining fields on the **Create Artifact**drawer, see [*Adding Artifacts to a Case*](/v1/docs/adding-artifacts-to-a-case). ### Add Note Select **Add Note**to add a [Note](https://knowledge.threatconnect.com/v1/docs/case-notes), linked to the Task, to the Case. After the Note is created, it will be displayed at the bottom of the **Notes**section of the Case, with a line of text indicating the Task to which it is linked (Figure 3). ![Graphical user interface, text, application, email Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%203_Task%20Administrative%20Options_7.7.1.png) When refreshed, the Task will indicate below the description and Task Artifacts that a Note was added (Figure 4). The timestamp on the Note will be updated periodically. ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%204_Task%20Administrative%20Options_7.7.1.png) ### Copy Select **Copy** to make a copy of a Task, A duplicate of the Task will be added at the bottom of the **Phases and Tasks**section in the **Additional Tasks**subsection, with the name of the original Task followed by the word “Copy.” This feature is useful when you want to repeat a Task that has already been completed. ### Details Select **Details**to view all of the details of the Task. The **Phases and Tasks**section will be replaced by the Task details (Figure 5). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%205_Task%20Administrative%20Options_7.7.1.png) - Click the **plus**![Icon Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Plus%20icon_Gray.png)icon in the **Notes**section to add a new Note, if desired. - Press the **Esc**key on your keyboard, or click **BACK** at the top left, to return to the **Phases and Tasks**display. ### Edit (or Edit Task Info) Tasks that have not yet been completed will display the **Edit**option. Completed manual Tasks will display the **Edit task info**option, which, when selected, displays a tooltip to the right of the blue circle![Icon Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Completed%20Task%20icon_Workflow.png)instructing you to click the circle to re-open the Task. NoteNo editing options are available for completed automated Tasks. #### Editing Manual Tasks Select **Edit**to edit a manual Task that has not yet been completed. The **Edit Task**drawer will be displayed (Figure 6). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%206_Task%20Administrative%20Options_7.7.1.png) See [*Adding Tasks to a Case*](/v1/docs/adding-tasks-to-a-case) for descriptions of each field available on this drawer. ImportantYou cannot change the Task selected from the **Dependency** dropdown menu, if one is selected, when editing a Task. ##### Adding Artifact Fields To add a new Artifact Field to a Task, click the **plus**![Icon Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Plus%20icon_Gray.png)icon at the top right of the **Artifact Fields**table (Figure 7). The drawer will display options for [configuring a new Artifact Field](https://knowledge.threatconnect.com/v1/docs/adding-tasks-to-a-case#artifact-fields). ##### Editing Artifact Fields To edit an Artifact Field, click the vertical ellipsis to the right of the row for the Artifact Field in the table and select **Edit**. The **Edit Task**drawer will display [options for editing the Artifact Field](https://knowledge.threatconnect.com/v1/docs/adding-tasks-to-a-case#artifact-fields). After making all desired changes, click the **SAVE**button. ##### Deleting Artifact Fields To delete (remove) an Artifact Field, click on the vertical ellipsis to the right of the row for the Artifact Field in the table (Figure 6) and select **Remove**. If any automated Tasks in the Case use the Artifact Field as a variable, deleting the Artifact Field will invalidate those references. #### Editing Automated Tasks Select **Edit** to edit an automated Task that has not yet been completed. The **Edit Task**drawer will be displayed. For descriptions of each field available on this drawer, see [*Adding Tasks to a Case*](/v1/docs/adding-tasks-to-a-case). For instructions on how to select and configure a Workflow Playbook for the Task, see the [“Adding Automated Tasks” section of *Adding Tasks to a Case*](/v1/docs/adding-tasks-to-a-case#adding-automated-tasks). ImportantYou cannot change the Task selected from the **Dependency** dropdown menu, if one is selected, when editing a Task. ### Remove Select **Remove**to remove (delete) the Task. ImportantTo delete Tasks on which other Tasks are dependent, you must delete the dependent Tasks first. ## List View While in [list view](/v1/docs/viewing-and-filtering-tasks-in-a-case#viewing-tasks), the vertical ellipsis in each column provides a list of administrative options you can perform (Figure 7). For some Tasks, only a subset of these options will be available, as described in the next set of subsections. ![Table Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%207_Task%20Administrative%20Options_7.7.1.png) ### Assign Select **Assign**to assign the Task to a user or user group or change the assignee of a Task. The **Assign Task**window will be displayed. Select an assignee from the dropdown menu, and click the **CONFIRM**button. ### Complete Select **Complete** to mark the Task as complete (i.e., change the status of the Task to **Completed**). If the Task is an automated Task, selecting **Complete**from the vertical ellipsis menu will display the **Run Automated Task**drawer. Follow the prompts in the drawer to [run and complete the automated Task](https://knowledge.threatconnect.com/v1/docs/phases-and-tasks-section#automated-tasks). Note that the prompts (e.g., required inputs) in the drawer will depend on the Playbook configuration for the automated Task. The **Complete** option will not be displayed in the vertical ellipsis menu for Tasks with a **Pending** status, because a pending Task cannot be completed until the Task on which it is dependent is completed. In addition, it will not be displayed for Tasks with a **Complete** status, because those Tasks have already been completed. For open manual Tasks that have not yet received required user input, the **Complete** option will be displayed in the vertical ellipsis menu, but will be grayed out (i.e., not selectable). ### Copy Select **Copy**to add a copy of the Task to the Case. The copy will immediately be displayed at the bottom of the **Tasks** table, with the name of the original Task followed by the word “Copy.” NoteTasks added to a Case after the Case is created will not be added to a Phase. Instead, they will be placed in an **Additional Tasks** section after the last Phase. To change the name of the copy or configure the copied Task, select **Edit**from the vertical ellipsis menu for the copied Task. ### Edit Select **Edit**to edit the configuration for the Task. See the [“Edit (or Edit Task Info)”](/docs/task-administrative-options#edit-or-edit-task-info) section for more information. ### Remove Select **Remove**to remove (delete) the Task. ImportantTo delete Tasks on which other Tasks are dependent, you must delete the dependent Tasks first. --- *ThreatConnect® is a registered trademark of ThreatConnect, Inc.* 20128-05 v.02.C