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Methods of Creation

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1. Manual Creation

Tasks can be created manually through several interfaces:

  • Using the “New Task” button in the task list
  • From within a case detail view
  • Through the quick actions menu
  • Via the task templates interface

![Create Task Dialog] Screenshot showing the task creation dialog with all available fields

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2. From Templates

Task templates provide standardized formats for common tasks:

  • Select from predefined templates
  • Use organization-specific templates
  • Customize template fields
  • Save new templates for reuse

![Task Templates] Screenshot showing the template selection interface

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3. From Cases

Create tasks directly within cases:

  • Add investigation tasks
  • Create follow-up actions
  • Set up review tasks
  • Generate documentation tasks

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Required Fields

When creating a task, these fields are mandatory:

  • Title: Clear description of the task
  • Priority: Importance level
  • Due Date: Completion deadline
  • Status: Initial task state
  • Type: Task category

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Optional Fields

Additional fields available during task creation:

  • Description: Detailed task information
  • Assignee: Responsible team member
  • Parent Case: Associated case
  • Dependencies: Related tasks
  • Attachments: Relevant files
  • Custom Fields: Organization-specific data

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Task Creation Settings

Administrators can configure task creation options:

  • Default values
  • Required fields
  • Available templates
  • Custom fields
  • Automation rules

![Task Settings] Screenshot showing the administrative settings for task creation

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Task Types

Common task types include:

  1. Investigation Tasks

    • Evidence collection
    • Analysis work
    • Incident response

  2. Documentation Tasks

    • Report writing
    • Evidence documentation
    • Procedure updates

  3. Review Tasks

    • Quality assurance
    • Peer review
    • Management approval

  4. Operational Tasks

    • System updates
    • Configuration changes
    • Maintenance work

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Priority Levels

Tasks can be assigned different priority levels:

  • Critical: Immediate attention required
  • High: Urgent but not critical
  • Medium: Normal priority
  • Low: Can be addressed later

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Best Practices

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1. Task Naming

  • Use clear, action-oriented titles
  • Include key information in the title
  • Follow naming conventions

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2. Task Planning

  • Set realistic deadlines
  • Consider dependencies
  • Align with team capacity

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3. Task Assignment

  • Match skills to requirements
  • Consider workload balance
  • Include necessary context

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4. Task Organization

  • Use appropriate templates
  • Add relevant tags
  • Link related items

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Automation Options

Tasks can be created automatically through:

  • Case triggers
  • Scheduled events
  • Integration webhooks
  • Custom workflows

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Task Dependencies

When creating dependent tasks:

  1. Identify prerequisites
  2. Set logical order
  3. Define relationships
  4. Configure notifications

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Next Steps

After creating a task:

  1. Add detailed description
  2. Attach relevant files
  3. Set up notifications
  4. Brief assigned members
  5. Monitor progress

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Integration Features

Tasks integrate with:

  • Case management
  • Team calendars
  • Email notifications
  • External systems

For more information on managing tasks, see Working with Tasks.