Create Task

About task creation

Devo SOAR supports various task types to track the activity related to a case. Each task type requires different information and provides different capabilities. Therefore, you should choose your task type based on what you want to accomplish in the task. For example, if you want to request user feedback, choose the ask user input task type to gather the user response for a particular case.

How to Create Task in Cases

1. Go to Case Management > Cases on the left navigation.

2. Open a case.

3. Click + Create Task in the Tasks section.

4. The tasks will be displayed in a pop-up on the right side of the page.

How to Create Task in Case Types

1. Go to Settings > Case Settings.

2. Click Case Types and open the case type for which you want to add a task.

3. Click Tasks and click + Create Task.

4. The tasks will be displayed in a pop-up on the right side of the page.

Task Types

The following are the task types that you can add to a case or case type.

| Use a Command | Command-based tasks are based on case commands executed automatically or on click (on-demand).

Now, let's look into the details of how to set up each form.

Manual Task

To set up a manual task for a case:

1. Click Manual Task from the Create Task window.

2. Enter the details in the form:

3. Task Name

4. Description

5. Assignee (When you assign a group to a task, all the users in the group will receive task-related notifications.)

6. Priority

7. Click Save.

Ask User Input

To assign a form to a case or case type:

1. Click Ask User Input (Form) from the Create Task window.

2. In Step 1 (Form Setup), choose the form from the drop-down and specify the form parameters, which depend on the selected form and click Next.

3. In Step 2 (Input Setup):

4. Specify when the form expires and the fields for which the user response will be recorded, select a number of Weeks, Days, Hours, Minutes, or Seconds

5. To send a reminder email for selected recipients to fill the form, select the checkbox Send reminder mails to selected recipients till the form expiry date and enter a number of Weeks, Days, or Hours and also for how many repetitions.

6. Choose the case fields in which the user response will be recorded and click Next.

7. In Step 3 (Task Setup), enter the Task Name, Description (optional), Assignee (optional), and Priority and click Save.

Run Integration Directly

To create an integration task:

1. Click Run Integration Directly from the Create Task window.

2. In Step 1 (Integration Setup), choose Integration, Connection, and Action. To know more, see Add an Integration and click Next.

3. In Step 2 (Input Setup), specify the parameters for the selected integration. The fields in the subsequent form depend on the selected integration and click Next.

4. In Step 3 (Task Setup) Enter the task name and description to identify the tasks, click Submit.

5. The task is created and added to the Tasks list for the case. The task remains in the Waiting state until the integration returns data.

6. For the trigger, select Automatic or On Click.

7. If the task is automatic and any previous tasks are complete, the task executes immediately. If not, the task status shows as Waiting.

8. When you are satisfied with the information provided, click Submit.

Use a Command

To create a command-based task:

1. Click Use a Command from the Create Task window.

2. Search or select a command from the drop-down for which you want to base the task. Alternatively, you can click + to create a new command.

3. By default, the task gets the command name, but you can change the name to make it task specific.

4. Enter the description

5. For the trigger, select Automatic or On Click.

6. Click Parameters to identify the case field that has a value you want to pass to the command when it runs and select the fields from the drop-down.

7. If the task has multiple parameters, you can select multiple case fields, click Save. To know more, see Fields.