Managing Issue Tasks

You can add tasks to an issue to help define and assign tasks within your organization. When a user is assigned an issue task, they will receive an email notification with a link to the task.

To add an issue task

  1. On the IT & Security Risk Management menu, select Issues Register.

    The Issues list screen appears.

  2. Open the issue in which you would like to add a task.

    The Issue Details screen appears.

  3. Select the Tasks tab.
  4. Click the Add Task button.

    The Add Task modal appears.

  5. Complete the fields. For more information, see Add Task Modal Reference.
  6. Click the Save button. Click the Save And Add New button to save the task and immediately create a new task.

Add Task Modal Reference



Field
Description
Task Name

Enter a name for the task.

Description

Enter a brief description of the task.

Assignee

Select the user that will be assigned to the task.

Priority

Select a priority level of the task being created. The priority options include:

  • Critical

  • High

  • Medium

  • Low

Task Collaborators

Select the collaborator(s) for the task.

Deadline

Select a deadline for the task to be completed.

To edit an issue task

  1. On the Tasks tab, click the Task Name in which you would like to edit.

    The Task pane appears.

  2. Click the field you would like to edit and make changes as needed.


  3. Click the Save button.

To add attachments to an issue task

  1. On the Tasks tab, click the Task Name in which you would like to add an attachment.

    The Task pane appears.

  2. Click the Upload File button.
  3. Use the file browser to select the file you would like to add to the issue task.
  4. Wait for the file to finish uploading to the task.

To add comments to an issue task

  1. On the Tasks tab, click the Task Name in which you would like to add an attachment.

    The Task pane appears.

  2. Type content into the comment field near the bottom of the pane.
  3. Click the Add button.

To mark an issue task as complete

  1. On the Tasks tab, click the Task Name in which you would like to mark as complete.

    The Task pane appears.

  2. Click the Mark as Completed button.
    Note:

    You can also mark a task as complete by using the Context menu on the tasks list screen or by clicking the Check Mark icon next to the Task Name.

To reopen an issue task

  1. On the Tasks tab, click the Task Name in which you would like to reopen.

    The Task pane appears.

  2. Click the Reopen Task button.
    Note:

    You can also reopen a task by using the Context menu on the tasks list screen.

To delete an issue task

  1. On the Tasks tab, hover over the row for the task you would like to delete.
  2. Click the Context Menu icon.
  3. On the Context menu, select Delete.

    The Delete Task modal appears.

  4. Click the Delete button.